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TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CTR FOR ADV OF JEWISH EDUCATION, IN has sponsored the creation of one or more 401k plans.

Company Name:CTR FOR ADV OF JEWISH EDUCATION, IN
Employer identification number (EIN):590624373
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01OKSANA CARDINI2023-10-15 OKSANA CARDINI2023-10-15
0022021-01-01OKSANA CARDINI2023-03-15 OKSANA CARDINI2023-03-15
0022020-01-01OKSANA CARDINI2021-10-14 OKSANA CARDINI2021-10-14
0022019-01-01OKSANA CARDINI2020-10-14 OKSANA CARDINI2020-10-14
0022018-01-01OKSANA CARDINI2019-10-11 OKSANA CARDINI2019-10-11
0022017-01-01OKSANA CARDINI2018-10-12 OKSANA CARDINI2018-10-12
0022013-01-01MARICELA LOZANO2014-10-14 MARICELA LOZANO2014-10-14
0022012-01-01MARICELA LOZANO2013-10-08
0022011-01-01MARICELA LOZANO2012-10-11
0022010-01-01SANDY R. WERTHEIM2011-10-10 SANDY R. WERTHEIM2011-10-10

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I 2025 401k membership
Total number of particpants at beginning of year2025-10-0112
Total number of particpants at end of year2025-10-018
Number of Participants With Account Balances2025-10-017
Total number of particpants at beginning of year2025-04-2911
Total number of particpants at end of year2025-04-2912
2023: TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I 2023 401k membership
Total number of particpants at beginning of year2023-03-1526
Total number of particpants at end of year2023-03-1512
Number of Participants With Account Balances2023-03-1512

Financial Data on TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-01198509
Net assets as of the end of the plan year2025-10-01895399
Total assets as of the beginning of the plan year2025-10-011005850
Value of plan covered by a fidelity bond2025-10-012000000
Participant contributions to plan in this plan year2025-10-0140488
Other expenses paid from plan in this plan year2025-10-0183
Other income to plan in this plan year2025-10-0147570
Plan net income in this plan year2025-10-01-110451
Net assets as of the end of the plan year2025-10-01895399
Net assets as of the beginning of the plan year2025-10-011005850
Fees paid to broker by Benefit Provider2025-10-0183
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-01743
Total expenses incurred by plan in this plan year2025-04-2947186
Net assets as of the end of the plan year2025-04-291005850
Total assets as of the beginning of the plan year2025-04-29995560
Value of plan covered by a fidelity bond2025-04-292000000
Participant contributions to plan in this plan year2025-04-2915204
Other expenses paid from plan in this plan year2025-04-2967
Other contributions to plan in this plan year2025-04-291234
Other income to plan in this plan year2025-04-2941038
Plan net income in this plan year2025-04-2910290
Net assets as of the end of the plan year2025-04-291005850
Net assets as of the beginning of the plan year2025-04-29995560
Fees paid to broker by Benefit Provider2025-04-2967
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29471
2023 : TAX DEFERRED ANNUITY PLAN OF CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, I 2023 401k financial data
Total transfers to/from plan in this plan year2023-03-1528342
Total expenses incurred by plan in this plan year2023-03-15388371
Net assets as of the end of the plan year2023-03-15938847
Total assets as of the beginning of the plan year2023-03-151194313
Value of plan covered by a fidelity bond2023-03-152000000
Participant contributions to plan in this plan year2023-03-1536500
Other expenses paid from plan in this plan year2023-03-1598
Other income to plan in this plan year2023-03-1568063
Plan net income in this plan year2023-03-15-283808
Net assets as of the end of the plan year2023-03-15938847
Net assets as of the beginning of the plan year2023-03-151194313
Fees paid to broker by Benefit Provider2023-03-1598
Expensese paid to adminstrative service provicers from plan in this plan year2023-03-15848

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