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THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 401k Plan overview

Plan NameTHE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN
Plan identification number 334

THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE has sponsored the creation of one or more 401k plans.

Company Name:THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE
Employer identification number (EIN):520607957
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342022-01-01
3342021-01-01
3342021-01-01
3342020-01-01
3342019-01-01
3342018-01-01
3342017-01-01ALLISON RINKER
3342016-01-01DARLENE WOLFF
3342015-01-01DARLENE WOLFF
3342014-01-01DARLENE WOLFF
3342013-01-01DARLENE WOLFF
3342012-01-01DARLENE WOLFF
3342011-01-01DARLENE WOLFF
3342009-01-01DARLENE WOLFF2010-07-28
3342009-01-01DARLENE WOLFF

Plan Statistics for THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN

401k plan membership statisitcs for THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN

Measure Date Value
2022: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,095
Total number of active participants reported on line 7a of the Form 55002022-01-01599
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01347
Total of all active and inactive participants2022-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01970
Number of participants with account balances2022-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,098
Total number of active participants reported on line 7a of the Form 55002021-01-01723
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01343
Total of all active and inactive participants2021-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-011,088
Number of participants with account balances2021-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01970
Total number of active participants reported on line 7a of the Form 55002020-01-01736
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01342
Total of all active and inactive participants2020-01-011,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,089
Number of participants with account balances2020-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,043
Total number of active participants reported on line 7a of the Form 55002019-01-01635
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01306
Total of all active and inactive participants2019-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01961
Number of participants with account balances2019-01-01961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,069
Total number of active participants reported on line 7a of the Form 55002018-01-01831
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01195
Total of all active and inactive participants2018-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,043
Number of participants with account balances2018-01-01863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01959
Total number of active participants reported on line 7a of the Form 55002017-01-01867
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01188
Total of all active and inactive participants2017-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,069
Number of participants with account balances2017-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01841
Total number of active participants reported on line 7a of the Form 55002016-01-01776
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01158
Total of all active and inactive participants2016-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01946
Number of participants with account balances2016-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01794
Total number of active participants reported on line 7a of the Form 55002015-01-01644
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01146
Total of all active and inactive participants2015-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01804
Number of participants with account balances2015-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01774
Total number of active participants reported on line 7a of the Form 55002014-01-01652
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01784
Number of participants with account balances2014-01-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01746
Total number of active participants reported on line 7a of the Form 55002013-01-01609
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01762
Number of participants with account balances2013-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01749
Total number of active participants reported on line 7a of the Form 55002012-01-01595
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01135
Total of all active and inactive participants2012-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01739
Number of participants with account balances2012-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01717
Total number of active participants reported on line 7a of the Form 55002011-01-01583
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01163
Total of all active and inactive participants2011-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01749
Number of participants with account balances2011-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01564
Total number of active participants reported on line 7a of the Form 55002009-01-01512
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01512
Number of participants with account balances2009-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN

Measure Date Value
2022 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,360,585
Total of all expenses incurred2022-12-31$5,856,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,727,053
Expenses. Certain deemed distributions of participant loans2022-12-31$5,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,284,619
Value of total assets at end of year2022-12-31$51,533,523
Value of total assets at beginning of year2022-12-31$62,750,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$124,397
Total interest from all sources2022-12-31$43,049
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$883,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$883,578
Administrative expenses professional fees incurred2022-12-31$17,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,696,034
Participant contributions at end of year2022-12-31$410,137
Participant contributions at beginning of year2022-12-31$397,872
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$323,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$619
Administrative expenses (other) incurred2022-12-31$76,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,217,242
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,533,523
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,750,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,817,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,385,406
Interest on participant loans2022-12-31$20,776
Interest earned on other investments2022-12-31$22,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,304,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$966,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,571,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,265,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,727,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2022-12-31520959934
2021 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,812,568
Total of all expenses incurred2021-12-31$4,346,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,158,001
Expenses. Certain deemed distributions of participant loans2021-12-31$14,362
Value of total corrective distributions2021-12-31$17,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,845,876
Value of total assets at end of year2021-12-31$62,750,765
Value of total assets at beginning of year2021-12-31$56,284,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,827
Total interest from all sources2021-12-31$39,776
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$796,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$796,535
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,408,278
Participant contributions at end of year2021-12-31$397,872
Participant contributions at beginning of year2021-12-31$494,767
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$160,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$677
Administrative expenses (other) incurred2021-12-31$113,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,466,549
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,750,765
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,284,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$42,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,385,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,544,501
Interest on participant loans2021-12-31$24,435
Interest earned on other investments2021-12-31$15,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$966,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,244,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,130,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$276,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,158,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2021-12-31520959934
2020 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$11,003,893
Total of all expenses incurred2020-12-31$5,593,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,450,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,243,237
Value of total assets at end of year2020-12-31$56,284,216
Value of total assets at beginning of year2020-12-31$50,873,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,577
Total interest from all sources2020-12-31$56,780
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$818,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$818,944
Administrative expenses professional fees incurred2020-12-31$17,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,481,447
Participant contributions at end of year2020-12-31$494,767
Participant contributions at beginning of year2020-12-31$579,868
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,150
Administrative expenses (other) incurred2020-12-31$96,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,410,770
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,284,216
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,873,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$28,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,544,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,547,998
Interest on participant loans2020-12-31$30,458
Interest earned on other investments2020-12-31$26,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,244,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$744,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,884,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$706,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,450,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2020-12-31520959934
2019 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$111
Total income from all sources (including contributions)2019-12-31$12,927,948
Total of all expenses incurred2019-12-31$3,777,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,645,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,894,449
Value of total assets at end of year2019-12-31$50,873,446
Value of total assets at beginning of year2019-12-31$41,723,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$132,202
Total interest from all sources2019-12-31$93,938
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$911,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$911,006
Administrative expenses professional fees incurred2019-12-31$17,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,508,539
Participant contributions at end of year2019-12-31$579,868
Participant contributions at beginning of year2019-12-31$488,740
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$142,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,150,320
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,873,446
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,723,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$80,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,547,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,783,462
Interest on participant loans2019-12-31$29,473
Interest earned on other investments2019-12-31$64,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$744,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,449,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,028,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,243,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,645,426
Contract administrator fees2019-12-31$35,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2019-12-31520959934
2018 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$14
Total income from all sources (including contributions)2018-12-31$1,067,420
Total of all expenses incurred2018-12-31$3,824,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,709,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,439,513
Value of total assets at end of year2018-12-31$41,723,015
Value of total assets at beginning of year2018-12-31$44,480,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,750
Total interest from all sources2018-12-31$128,161
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$690,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$690,734
Administrative expenses professional fees incurred2018-12-31$16,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,240,530
Participant contributions at end of year2018-12-31$488,740
Participant contributions at beginning of year2018-12-31$354,387
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$87,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$129
Administrative expenses (other) incurred2018-12-31$70,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,757,322
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,723,015
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,480,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,783,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,540,951
Interest on participant loans2018-12-31$21,155
Interest earned on other investments2018-12-31$107,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,449,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,584,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,190,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,111,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,709,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2018-12-31520959934
2017 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,455,958
Total of all expenses incurred2017-12-31$7,237,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,119,344
Expenses. Certain deemed distributions of participant loans2017-12-31$7,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,456,167
Value of total assets at end of year2017-12-31$44,480,323
Value of total assets at beginning of year2017-12-31$41,262,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111,064
Total interest from all sources2017-12-31$106,832
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$587,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$587,559
Administrative expenses professional fees incurred2017-12-31$16,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,185,274
Participant contributions at end of year2017-12-31$354,387
Participant contributions at beginning of year2017-12-31$367,209
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$203,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$120
Administrative expenses (other) incurred2017-12-31$62,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,218,069
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,480,323
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,262,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,540,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,939,540
Interest on participant loans2017-12-31$14,446
Interest earned on other investments2017-12-31$92,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,584,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,955,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,305,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,066,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,119,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2017-12-31520959934
2016 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,325,889
Total of all expenses incurred2016-12-31$3,105,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,019,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,455,677
Value of total assets at end of year2016-12-31$41,262,254
Value of total assets at beginning of year2016-12-31$38,041,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$85,833
Total interest from all sources2016-12-31$96,424
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$513,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$513,071
Administrative expenses professional fees incurred2016-12-31$15,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,253,254
Participant contributions at end of year2016-12-31$367,209
Participant contributions at beginning of year2016-12-31$435,216
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$274
Administrative expenses (other) incurred2016-12-31$51,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,220,599
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,262,254
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,041,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,939,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,312,565
Interest on participant loans2016-12-31$16,498
Interest earned on other investments2016-12-31$79,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,955,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,293,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,260,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,091,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,019,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2016-12-31520959934
2015 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,641,557
Total of all expenses incurred2015-12-31$3,272,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,205,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,629,122
Value of total assets at end of year2015-12-31$38,041,655
Value of total assets at beginning of year2015-12-31$37,672,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,886
Total interest from all sources2015-12-31$17,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$603,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$603,731
Administrative expenses professional fees incurred2015-12-31$15,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,132,217
Participant contributions at end of year2015-12-31$435,216
Participant contributions at beginning of year2015-12-31$308,934
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$521,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$136
Administrative expenses (other) incurred2015-12-31$10,636
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$26,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$369,161
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,041,655
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,672,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$41,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,312,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,524,472
Interest on participant loans2015-12-31$16,866
Interest earned on other investments2015-12-31$480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,293,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,812,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-608,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$975,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,205,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2015-12-31520959934
2014 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,220,777
Total of all expenses incurred2014-12-31$3,108,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,057,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,015,445
Value of total assets at end of year2014-12-31$37,672,494
Value of total assets at beginning of year2014-12-31$35,560,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,554
Total interest from all sources2014-12-31$15,174
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$722,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$722,838
Administrative expenses professional fees incurred2014-12-31$14,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,007,163
Participant contributions at end of year2014-12-31$308,934
Participant contributions at beginning of year2014-12-31$402,267
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$102,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$46
Administrative expenses (other) incurred2014-12-31$9,232
Total non interest bearing cash at end of year2014-12-31$26,318
Total non interest bearing cash at beginning of year2014-12-31$24,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,112,244
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,672,494
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,560,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,524,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,170,490
Interest on participant loans2014-12-31$15,103
Interest earned on other investments2014-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,812,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,962,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,467,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$905,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,057,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2014-12-31520959934
2013 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,462,758
Total of all expenses incurred2013-12-31$2,637,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,585,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,935,576
Value of total assets at end of year2013-12-31$35,560,250
Value of total assets at beginning of year2013-12-31$29,734,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,988
Total interest from all sources2013-12-31$13,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$828,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$828,501
Administrative expenses professional fees incurred2013-12-31$14,136
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,973,642
Participant contributions at end of year2013-12-31$402,267
Participant contributions at beginning of year2013-12-31$267,889
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$37
Administrative expenses (other) incurred2013-12-31$6,547
Total non interest bearing cash at end of year2013-12-31$24,993
Total non interest bearing cash at beginning of year2013-12-31$18,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,825,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,560,250
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,734,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$31,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,170,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,423,596
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,018,527
Interest on participant loans2013-12-31$12,998
Interest earned on other investments2013-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,962,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,685,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$878,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,585,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2013-12-31520959934
2012 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,028,253
Total of all expenses incurred2012-12-31$3,487,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,428,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,904,071
Value of total assets at end of year2012-12-31$29,734,655
Value of total assets at beginning of year2012-12-31$27,194,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,576
Total interest from all sources2012-12-31$12,691
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$487,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$487,842
Administrative expenses professional fees incurred2012-12-31$13,659
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,988,572
Participant contributions at end of year2012-12-31$267,889
Participant contributions at beginning of year2012-12-31$350,993
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$582
Administrative expenses (other) incurred2012-12-31$17,298
Total non interest bearing cash at end of year2012-12-31$18,729
Total non interest bearing cash at beginning of year2012-12-31$22,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,540,565
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,734,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,194,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,423,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,963,108
Value of interest in pooled separate accounts at end of year2012-12-31$6,018,527
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,856,581
Interest on participant loans2012-12-31$12,666
Interest earned on other investments2012-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,546,484
Net investment gain/loss from pooled separate accounts2012-12-31$77,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$864,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,428,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-12-31520959934
2011 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,427,710
Total of all expenses incurred2011-12-31$1,750,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,696,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,639,415
Value of total assets at end of year2011-12-31$27,194,090
Value of total assets at beginning of year2011-12-31$25,517,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,576
Total interest from all sources2011-12-31$14,570
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$414,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$414,095
Administrative expenses professional fees incurred2011-12-31$13,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,906,092
Participant contributions at end of year2011-12-31$350,993
Participant contributions at beginning of year2011-12-31$262,108
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$875,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$79
Administrative expenses (other) incurred2011-12-31$14,803
Total non interest bearing cash at end of year2011-12-31$22,724
Total non interest bearing cash at beginning of year2011-12-31$16,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,676,724
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,194,090
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,517,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,963,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,864,208
Value of interest in pooled separate accounts at end of year2011-12-31$5,856,581
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,303,275
Interest on participant loans2011-12-31$14,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$70,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-741,065
Net investment gain/loss from pooled separate accounts2011-12-31$100,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$858,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,696,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2011-12-31520959934
2010 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,446,272
Total of all expenses incurred2010-12-31$2,563,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,523,195
Expenses. Certain deemed distributions of participant loans2010-12-31$2,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,156,541
Value of total assets at end of year2010-12-31$25,517,366
Value of total assets at beginning of year2010-12-31$23,634,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,150
Total interest from all sources2010-12-31$16,679
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$275,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$275,132
Administrative expenses professional fees incurred2010-12-31$16,653
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,570,539
Participant contributions at end of year2010-12-31$262,108
Participant contributions at beginning of year2010-12-31$257,981
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$79
Administrative expenses (other) incurred2010-12-31$3,597
Total non interest bearing cash at end of year2010-12-31$16,704
Total non interest bearing cash at beginning of year2010-12-31$20,152,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,882,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,517,366
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,634,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,864,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,224,047
Value of interest in pooled separate accounts at end of year2010-12-31$5,303,275
Interest on participant loans2010-12-31$16,607
Interest earned on other investments2010-12-31$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$70,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,810,863
Net investment gain/loss from pooled separate accounts2010-12-31$187,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$577,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,523,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2010-12-31520959934
2009 : THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN

2022: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered968
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered968
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered919
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered919
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered944
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered944
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered961
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered961
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered863
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered863
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered825
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered825
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered762
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered762
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered708
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered708
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered738
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered738
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080368
Policy instance 2
Insurance contract or identification numberTT080368
Number of Individuals Covered732
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered732
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered730
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080368
Policy instance 1
Insurance contract or identification numberTT080368
Number of Individuals Covered685
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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