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JEWISH COMMUNITY SERVICES 401K PLAN 401k Plan overview

Plan NameJEWISH COMMUNITY SERVICES 401K PLAN
Plan identification number 001

JEWISH COMMUNITY SERVICES 401K 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JEWISH COMMUNITY SERVICES OF SOU has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY SERVICES OF SOU
Employer identification number (EIN):590637867
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH COMMUNITY SERVICES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ILENE LEW
0012015-01-01ILENE LEW ILENE LEW2016-10-11
0012013-01-01ILENE LEW
0012012-01-01MICHAEL BADEN MICHAEL BADEN2013-10-08
0012011-01-01MICHAEL BADEN
0012010-01-01JAMAAL MAYBERRY
0012009-01-01ROBERT SENN
0012008-01-01ROBERT SENN

Plan Statistics for JEWISH COMMUNITY SERVICES 401K PLAN

401k plan membership statisitcs for JEWISH COMMUNITY SERVICES 401K PLAN

Measure Date Value
2016: JEWISH COMMUNITY SERVICES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01280
Total number of active participants reported on line 7a of the Form 55002016-01-01154
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01194
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEWISH COMMUNITY SERVICES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Number of participants with account balances2015-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: JEWISH COMMUNITY SERVICES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01271
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01310
Number of participants with account balances2013-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEWISH COMMUNITY SERVICES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEWISH COMMUNITY SERVICES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01193
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01184
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JEWISH COMMUNITY SERVICES 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01202
Total number of active participants reported on line 7a of the Form 55002010-01-01165
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01193
Number of participants with account balances2010-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JEWISH COMMUNITY SERVICES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01262
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01202
Total participants2009-01-01202
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2008: JEWISH COMMUNITY SERVICES 401K PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01273
Total number of active participants reported on line 7a of the Form 55002008-01-01262
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0122
Total of all active and inactive participants2008-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01284
Number of participants with account balances2008-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-015

Financial Data on JEWISH COMMUNITY SERVICES 401K PLAN

Measure Date Value
2016 : JEWISH COMMUNITY SERVICES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$361,814
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$289,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$262,954
Expenses. Certain deemed distributions of participant loans2016-12-31$6,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$184,455
Value of total assets at end of year2016-12-31$2,510,494
Value of total assets at beginning of year2016-12-31$2,438,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,980
Total interest from all sources2016-12-31$1,676
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$68,500
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$68,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$244,000
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$183,048
Participant contributions at end of year2016-12-31$6,537
Participant contributions at beginning of year2016-12-31$25,052
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,407
Other income not declared elsewhere2016-12-31$6,270
Administrative expenses (other) incurred2016-12-31$19,980
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$71,909
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,510,494
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,438,585
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,267,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,107,184
Interest on participant loans2016-12-31$1,676
Value of interest in common/collective trusts at end of year2016-12-31$236,253
Value of interest in common/collective trusts at beginning of year2016-12-31$306,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$92,159
Net investment gain or loss from common/collective trusts2016-12-31$8,754
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$262,954
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 name2016-12-31MORRISON,BROWN,ARGIZ&FARRA,LLP
Accountancy firm EIN2016-12-31010720052
2015 : JEWISH COMMUNITY SERVICES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$138,481
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$331,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$314,931
Expenses. Certain deemed distributions of participant loans2015-12-31$2,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$170,720
Value of total assets at end of year2015-12-31$2,438,585
Value of total assets at beginning of year2015-12-31$2,631,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,677
Total interest from all sources2015-12-31$2,022
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$118,886
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$118,886
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$264,000
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$170,720
Participant contributions at end of year2015-12-31$25,052
Participant contributions at beginning of year2015-12-31$24,967
Other income not declared elsewhere2015-12-31$91
Administrative expenses (other) incurred2015-12-31$13,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-193,032
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,438,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,631,617
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,107,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,318,553
Interest on participant loans2015-12-31$2,022
Value of interest in common/collective trusts at end of year2015-12-31$306,349
Value of interest in common/collective trusts at beginning of year2015-12-31$288,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-147,542
Net investment gain or loss from common/collective trusts2015-12-31$-5,696
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$314,931
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 name2015-12-31MORRISON,BROWN,ARGIZ&FARRA,LLP
Accountancy firm EIN2015-12-31010720052
2013 : JEWISH COMMUNITY SERVICES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$741,886
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$141,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$139,581
Expenses. Certain deemed distributions of participant loans2013-12-31$674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$305,758
Value of total assets at end of year2013-12-31$3,082,679
Value of total assets at beginning of year2013-12-31$2,482,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,425
Total interest from all sources2013-12-31$1,583
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$164,421
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$164,421
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$249,000
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$169,492
Participant contributions at end of year2013-12-31$26,214
Participant contributions at beginning of year2013-12-31$19,647
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$136,151
Other income not declared elsewhere2013-12-31$129
Administrative expenses (other) incurred2013-12-31$1,425
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$600,206
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,082,679
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,482,473
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,752,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,204,138
Interest on participant loans2013-12-31$1,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$303,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$258,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$258,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$269,995
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$139,581
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 name2013-12-31MORRISON,BROWN,ARGIZ & FARRA,LLP
Accountancy firm EIN2013-12-31010720052
2012 : JEWISH COMMUNITY SERVICES 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$415,432
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$186,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$184,122
Expenses. Certain deemed distributions of participant loans2012-12-31$632
Value of total corrective distributions2012-12-31$846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$158,698
Value of total assets at end of year2012-12-31$2,482,473
Value of total assets at beginning of year2012-12-31$2,253,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$700
Total interest from all sources2012-12-31$1,962
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,527
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$68,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$226,000
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$158,698
Participant contributions at end of year2012-12-31$19,647
Participant contributions at beginning of year2012-12-31$29,319
Other income not declared elsewhere2012-12-31$20
Administrative expenses (other) incurred2012-12-31$700
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$229,132
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,482,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,253,341
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,204,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,002,222
Interest on participant loans2012-12-31$1,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$258,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$221,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$221,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$186,225
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$184,122
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 name2012-12-31MORRISON,BROWN,ARGIZ & FARRA,LLP
Accountancy firm EIN2012-12-31010720052
2011 : JEWISH COMMUNITY SERVICES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$102,158
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$183,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,299
Expenses. Certain deemed distributions of participant loans2011-12-31$9,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$178,086
Value of total assets at end of year2011-12-31$2,253,341
Value of total assets at beginning of year2011-12-31$2,334,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$775
Total interest from all sources2011-12-31$2,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$55,369
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$55,369
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$234,000
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$178,086
Participant contributions at end of year2011-12-31$29,319
Participant contributions at beginning of year2011-12-31$50,340
Administrative expenses (other) incurred2011-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-80,918
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,253,341
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,334,259
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,002,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,063,820
Interest on participant loans2011-12-31$2,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$221,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$220,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$220,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-133,896
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,299
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 name2011-12-31MORRISON,BROWN,ARGIZ&FARRA,LLP
Accountancy firm EIN2011-12-31010720052
2010 : JEWISH COMMUNITY SERVICES 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$487,117
Total of all expenses incurred2010-12-31$105,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$98,985
Expenses. Certain deemed distributions of participant loans2010-12-31$4,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$219,826
Value of total assets at end of year2010-12-31$2,334,259
Value of total assets at beginning of year2010-12-31$1,952,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,719
Total interest from all sources2010-12-31$3,308
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,729
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$36,729
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$196,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$187,369
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,457
Assets. Loans (other than to participants) at end of year2010-12-31$50,340
Assets. Loans (other than to participants) at beginning of year2010-12-31$57,863
Other income not declared elsewhere2010-12-31$48
Administrative expenses (other) incurred2010-12-31$1,719
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$381,823
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,334,259
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,952,436
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,063,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,894,573
Interest on participant loans2010-12-31$3,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$220,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$227,206
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$98,985
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 name2010-12-31MORRISON,BROWN,ARGIZ & FARRA, LLC
Accountancy firm EIN2010-12-31274677688

Form 5500 Responses for JEWISH COMMUNITY SERVICES 401K PLAN

2016: JEWISH COMMUNITY SERVICES 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH COMMUNITY SERVICES 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: JEWISH COMMUNITY SERVICES 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH COMMUNITY SERVICES 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEWISH COMMUNITY SERVICES 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEWISH COMMUNITY SERVICES 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEWISH COMMUNITY SERVICES 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: JEWISH COMMUNITY SERVICES 401K PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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