401k Plan data: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. plan

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.
Plan identification number	002

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH FAMILY SERVICE INC has sponsored the creation of one or more 401k plans.

Company Name: JEWISH FAMILY SERVICE INC

Employer identification number (EIN): 060646695

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 HARVEY PARIS 2024-07-03
002 2022-01-01 HARVEY PARIS 2023-07-21
002 2021-01-01 HARVEY PARIS 2022-07-25
002 2020-01-01 HARVEY PARIS 2021-07-28
002 2019-01-01 HARVEY PARIS 2020-07-28
002 2018-01-01 HARVEY PARIS 2019-10-10
002 2017-01-01 HARVEY PARIS 2018-04-24 HARVEY PARIS 2018-04-24
002 2016-01-01 HARVEY PARIS 2017-07-06 HARVEY PARIS 2017-07-06
002 2015-01-01 HARVEY PARIS
002 2014-01-01 HARVEY PARIS
002 2013-01-01 HARVEY PARIS
002 2012-01-01 HARVEY PARIS
002 2011-01-01 HARVEY PARIS
002 2010-01-01 HARVEY PARIS
002 2009-01-01 HARVEY PARIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	HARVEY PARIS	2024-07-03
002	2022-01-01	HARVEY PARIS	2023-07-21
002	2021-01-01	HARVEY PARIS	2022-07-25
002	2020-01-01	HARVEY PARIS	2021-07-28
002	2019-01-01	HARVEY PARIS	2020-07-28
002	2018-01-01	HARVEY PARIS	2019-10-10
002	2017-01-01	HARVEY PARIS	2018-04-24	HARVEY PARIS	2018-04-24
002	2016-01-01	HARVEY PARIS	2017-07-06	HARVEY PARIS	2017-07-06
002	2015-01-01	HARVEY PARIS
002	2014-01-01	HARVEY PARIS
002	2013-01-01	HARVEY PARIS
002	2012-01-01	HARVEY PARIS
002	2011-01-01	HARVEY PARIS
002	2010-01-01	HARVEY PARIS
002	2009-01-01	HARVEY PARIS

Financial Data on TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

Measure	Date	Value
2025 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-18	0
Total liabilities as of the end of the plan year	2025-07-18	0
Total liabilities as of the beginning of the plan year	2025-07-18	0
Total expenses incurred by plan in this plan year	2025-07-18	67
Net assets as of the end of the plan year	2025-07-18	459374
Total assets as of the beginning of the plan year	2025-07-18	438918
Value of plan covered by a fidelity bond	2025-07-18	61000
Participant contributions to plan in this plan year	2025-07-18	5700
Other expenses paid from plan in this plan year	2025-07-18	0
Other contributions to plan in this plan year	2025-07-18	0
Other income to plan in this plan year	2025-07-18	14823
Plan net income in this plan year	2025-07-18	20456
Net assets as of the end of the plan year	2025-07-18	459374
Net assets as of the beginning of the plan year	2025-07-18	438918
Employer contributions to plan in this plan year	2025-07-18	0
Fees paid to broker by Benefit Provider	2025-07-18	7
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-18	67
2024 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-03	0
Total liabilities as of the end of the plan year	2024-07-03	0
Total liabilities as of the beginning of the plan year	2024-07-03	0
Total expenses incurred by plan in this plan year	2024-07-03	48
Net assets as of the end of the plan year	2024-07-03	438918
Total assets as of the beginning of the plan year	2024-07-03	419546
Value of plan covered by a fidelity bond	2024-07-03	61000
Participant contributions to plan in this plan year	2024-07-03	3900
Other expenses paid from plan in this plan year	2024-07-03	0
Other contributions to plan in this plan year	2024-07-03	0
Other income to plan in this plan year	2024-07-03	15520
Plan net income in this plan year	2024-07-03	19372
Net assets as of the end of the plan year	2024-07-03	438918
Net assets as of the beginning of the plan year	2024-07-03	419546
Employer contributions to plan in this plan year	2024-07-03	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-03	48
2015 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$-640
Expenses. Total of all expenses incurred	2015-12-31	$35,036
Total plan assets at end of year	2015-12-31	$348,216
Total plan assets at beginning of year	2015-12-31	$383,892
Total contributions received or receivable from participants	2015-12-31	$2,746
Expenses. Other expenses not covered elsewhere	2015-12-31	$35,036
Other income received	2015-12-31	$-3,386
Net income (gross income less expenses)	2015-12-31	$-35,676
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$348,216
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$383,892
2014 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$28,100
Expenses. Total of all expenses incurred	2014-12-31	$54,578
Total plan assets at end of year	2014-12-31	$383,892
Total plan assets at beginning of year	2014-12-31	$410,370
Total contributions received or receivable from participants	2014-12-31	$7,811
Expenses. Other expenses not covered elsewhere	2014-12-31	$54,578
Other income received	2014-12-31	$20,289
Net income (gross income less expenses)	2014-12-31	$-26,478
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$383,892
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$410,370
2013 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$110,081
Total plan assets at end of year	2013-12-31	$410,370
Total plan assets at beginning of year	2013-12-31	$300,289
Total contributions received or receivable from participants	2013-12-31	$8,238
Other income received	2013-12-31	$101,843
Net income (gross income less expenses)	2013-12-31	$110,081
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$410,370
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$300,289
2012 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$41,931
Expenses. Total of all expenses incurred	2012-12-31	$59,331
Benefits paid (including direct rollovers)	2012-12-31	$59,331
Total plan assets at end of year	2012-12-31	$300,289
Total plan assets at beginning of year	2012-12-31	$317,689
Total contributions received or receivable from participants	2012-12-31	$12,722
Other income received	2012-12-31	$29,209
Net income (gross income less expenses)	2012-12-31	$-17,400
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$300,289
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$317,689
2011 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$11,671
Total plan assets at end of year	2011-12-31	$317,689
Total plan assets at beginning of year	2011-12-31	$306,018
Total contributions received or receivable from participants	2011-12-31	$9,309
Other income received	2011-12-31	$2,362
Net income (gross income less expenses)	2011-12-31	$11,671
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$317,689
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$306,018
2010 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2010 401k financial data
Total income from all sources	2010-12-31	$44,167
Total plan assets at end of year	2010-12-31	$306,018
Total plan assets at beginning of year	2010-12-31	$261,851
Total contributions received or receivable from participants	2010-12-31	$14,473
Other income received	2010-12-31	$29,694
Net income (gross income less expenses)	2010-12-31	$44,167
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$306,018
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$261,851

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

2015: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2015-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2014: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2014-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2013: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2012: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2012-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2011: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2011-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2010: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2010-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052387-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052387-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052387-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052387-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052387-B
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052387-B
Policy instance	1

Potentially related plans

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Company Name:	JEWISH FAMILY SERVICE INC
Employer identification number (EIN):	060646695
NAIC Classification:	624100
NAIC Description:	Individual and Family Services