401k Plan data: MEMPHIS JEWISH HOME 401(K) PLAN plan

MEMPHIS JEWISH HOME 401(K) PLAN 401k Plan overview

Plan Name	MEMPHIS JEWISH HOME 401(K) PLAN
Plan identification number	001

MEMPHIS JEWISH HOME 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

B'NAI B'IRTH HOME & HOSPITAL FOR THE AGED, INC. has sponsored the creation of one or more 401k plans.

Company Name: B'NAI B'IRTH HOME & HOSPITAL FOR THE AGED, INC.

Employer identification number (EIN): 620499939

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS JEWISH HOME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEROME JACQUES JEROME JACQUES 2018-10-12
001 2016-01-01 JEROME JACQUES JEROME JACQUES 2017-10-13
001 2015-01-01 JEROME JACQUES JEROME JACQUES 2016-10-13
001 2014-01-01 JEROME JACQUES
001 2013-01-01 JEROME JACQUES JEROME JACQUES 2014-07-28
001 2012-01-01 JEROME JACQUES JEROME JACQUES 2013-08-12
001 2011-01-01 JEROME JACQUES JEROME JACQUES 2012-09-17
001 2010-01-01 JEROME JACQUES JEROME JACQUES 2011-10-11
001 2009-01-01 JEROME JACQUES

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JEROME JACQUES	JEROME JACQUES	2018-10-12
001	2016-01-01	JEROME JACQUES	JEROME JACQUES	2017-10-13
001	2015-01-01	JEROME JACQUES	JEROME JACQUES	2016-10-13
001	2014-01-01	JEROME JACQUES
001	2013-01-01	JEROME JACQUES	JEROME JACQUES	2014-07-28
001	2012-01-01	JEROME JACQUES	JEROME JACQUES	2013-08-12
001	2011-01-01	JEROME JACQUES	JEROME JACQUES	2012-09-17
001	2010-01-01	JEROME JACQUES	JEROME JACQUES	2011-10-11
001	2009-01-01	JEROME JACQUES

Plan Statistics for MEMPHIS JEWISH HOME 401(K) PLAN

401k plan membership statisitcs for MEMPHIS JEWISH HOME 401(K) PLAN

Measure Date Value
2022: MEMPHIS JEWISH HOME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 132
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 161
Number of participants with account balances 2022-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: MEMPHIS JEWISH HOME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 145
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 64
Total of all active and inactive participants 2021-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 218
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: MEMPHIS JEWISH HOME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 207
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 54
Total of all active and inactive participants 2020-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 268
Number of participants with account balances 2020-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: MEMPHIS JEWISH HOME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 209
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 263
Number of participants with account balances 2019-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 23
2018: MEMPHIS JEWISH HOME 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 215
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 40
Total of all active and inactive participants 2018-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 259
Number of participants with account balances 2018-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: MEMPHIS JEWISH HOME 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 226
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 259
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: MEMPHIS JEWISH HOME 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 219
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 267
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: MEMPHIS JEWISH HOME 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 200
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 223
Number of participants with account balances 2015-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: MEMPHIS JEWISH HOME 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 219
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 40
Total of all active and inactive participants 2014-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 259
Number of participants with account balances 2014-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: MEMPHIS JEWISH HOME 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 198
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 216
Number of participants with account balances 2013-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 35
2012: MEMPHIS JEWISH HOME 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 158
Number of participants with account balances 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 38
2011: MEMPHIS JEWISH HOME 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 171
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 175
Number of participants with account balances 2011-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 19
2010: MEMPHIS JEWISH HOME 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 165
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 167
Number of participants with account balances 2010-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: MEMPHIS JEWISH HOME 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 108
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 139
Number of participants with account balances 2009-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2022: MEMPHIS JEWISH HOME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	132
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	161
Number of participants with account balances	2022-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: MEMPHIS JEWISH HOME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	145
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	64
Total of all active and inactive participants	2021-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	218
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: MEMPHIS JEWISH HOME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	207
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	54
Total of all active and inactive participants	2020-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	268
Number of participants with account balances	2020-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: MEMPHIS JEWISH HOME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	209
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	263
Number of participants with account balances	2019-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	23
2018: MEMPHIS JEWISH HOME 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	215
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	40
Total of all active and inactive participants	2018-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	259
Number of participants with account balances	2018-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: MEMPHIS JEWISH HOME 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	226
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	259
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: MEMPHIS JEWISH HOME 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	219
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	267
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: MEMPHIS JEWISH HOME 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	200
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	223
Number of participants with account balances	2015-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: MEMPHIS JEWISH HOME 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	219
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	40
Total of all active and inactive participants	2014-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	259
Number of participants with account balances	2014-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: MEMPHIS JEWISH HOME 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	198
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	216
Number of participants with account balances	2013-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	35
2012: MEMPHIS JEWISH HOME 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	158
Number of participants with account balances	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	38
2011: MEMPHIS JEWISH HOME 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	171
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	175
Number of participants with account balances	2011-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	19
2010: MEMPHIS JEWISH HOME 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	165
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	167
Number of participants with account balances	2010-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: MEMPHIS JEWISH HOME 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	108
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	139
Number of participants with account balances	2009-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on MEMPHIS JEWISH HOME 401(K) PLAN

Measure	Date	Value
2022 : MEMPHIS JEWISH HOME 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,309
Total income from all sources (including contributions)	2022-12-31	$-46,599
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$354,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$339,670
Expenses. Certain deemed distributions of participant loans	2022-12-31	$8,668
Value of total corrective distributions	2022-12-31	$561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$254,807
Value of total assets at end of year	2022-12-31	$2,148,945
Value of total assets at beginning of year	2022-12-31	$2,551,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,044
Total interest from all sources	2022-12-31	$6,234
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$6,003
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$184,288
Participant contributions at end of year	2022-12-31	$78,740
Participant contributions at beginning of year	2022-12-31	$79,821
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,309
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-401,542
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,148,945
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,550,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$41
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$218,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$177,435
Interest on participant loans	2022-12-31	$3,415
Value of interest in common/collective trusts at end of year	2022-12-31	$1,851,586
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,294,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,317
Net investment gain/loss from pooled separate accounts	2022-12-31	$-306,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$54,934
Employer contributions (assets) at end of year	2022-12-31	$327
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$339,670
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : MEMPHIS JEWISH HOME 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,467
Total income from all sources (including contributions)	2021-12-31	$522,467
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$424,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$400,098
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,351
Value of total corrective distributions	2021-12-31	$1,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$276,145
Value of total assets at end of year	2021-12-31	$2,551,796
Value of total assets at beginning of year	2021-12-31	$2,456,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,964
Total interest from all sources	2021-12-31	$5,435
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$34
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$7,202
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$221,906
Participant contributions at end of year	2021-12-31	$79,821
Participant contributions at beginning of year	2021-12-31	$106,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$4,467
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$98,411
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,550,487
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,452,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,762
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$177,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,350,148
Interest on participant loans	2021-12-31	$5,434
Value of interest in common/collective trusts at end of year	2021-12-31	$2,294,540
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-35
Net investment gain/loss from pooled separate accounts	2021-12-31	$240,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$54,239
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$400,098
Contract administrator fees	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : MEMPHIS JEWISH HOME 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$535,817
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$91,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$71,441
Expenses. Certain deemed distributions of participant loans	2020-12-31	$701
Value of total corrective distributions	2020-12-31	$1,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$306,895
Value of total assets at end of year	2020-12-31	$2,456,543
Value of total assets at beginning of year	2020-12-31	$2,007,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,037
Total interest from all sources	2020-12-31	$3,750
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$277
Administrative expenses professional fees incurred	2020-12-31	$7,325
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$246,848
Participant contributions at end of year	2020-12-31	$106,395
Participant contributions at beginning of year	2020-12-31	$55,272
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$4,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$444,774
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,452,076
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,007,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$9,712
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,350,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,848,865
Interest on participant loans	2020-12-31	$3,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$103,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$103,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-221
Net investment gain/loss from pooled separate accounts	2020-12-31	$225,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$59,423
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$71,441
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DIXXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-12-31	560747981
2019 : MEMPHIS JEWISH HOME 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$605,276
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$382,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,632
Value of total corrective distributions	2019-12-31	$1,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$322,537
Value of total assets at end of year	2019-12-31	$2,007,302
Value of total assets at beginning of year	2019-12-31	$1,784,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,840
Total interest from all sources	2019-12-31	$4,536
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$9,069
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$261,755
Participant contributions at end of year	2019-12-31	$55,272
Participant contributions at beginning of year	2019-12-31	$60,555
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,381
Other income not declared elsewhere	2019-12-31	$169
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$222,480
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,007,302
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,784,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,771
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,848,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,642,209
Interest on participant loans	2019-12-31	$2,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$103,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$80,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$80,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$278,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$54,401
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$1,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,632
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : MEMPHIS JEWISH HOME 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$189,209
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$258,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$241,881
Value of total corrective distributions	2018-12-31	$1,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$283,589
Value of total assets at end of year	2018-12-31	$1,784,822
Value of total assets at beginning of year	2018-12-31	$1,854,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,584
Total interest from all sources	2018-12-31	$5,266
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$6,633
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$229,675
Participant contributions at end of year	2018-12-31	$60,555
Participant contributions at beginning of year	2018-12-31	$87,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-69,452
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,784,822
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,854,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,951
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,642,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,705,563
Interest on participant loans	2018-12-31	$5,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$80,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$60,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$60,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-99,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$53,914
Employer contributions (assets) at end of year	2018-12-31	$1,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$241,881
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : MEMPHIS JEWISH HOME 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2
Total income from all sources (including contributions)	2017-12-31	$450,549
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$318,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$302,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$243,855
Value of total assets at end of year	2017-12-31	$1,854,274
Value of total assets at beginning of year	2017-12-31	$1,722,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,005
Total interest from all sources	2017-12-31	$5,092
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$286
Administrative expenses professional fees incurred	2017-12-31	$7,117
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$204,545
Participant contributions at end of year	2017-12-31	$87,899
Participant contributions at beginning of year	2017-12-31	$105,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2
Administrative expenses (other) incurred	2017-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$132,222
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,854,274
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,722,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,588
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$60,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$54,696
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,705,563
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,561,635
Interest on participant loans	2017-12-31	$5,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$201,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$39,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$302,322
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : MEMPHIS JEWISH HOME 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2
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	$375,274
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$189,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$174,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$265,445
Value of total assets at end of year	2016-12-31	$1,722,054
Value of total assets at beginning of year	2016-12-31	$1,536,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,668
Total interest from all sources	2016-12-31	$5,685
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$7
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$7
Administrative expenses professional fees incurred	2016-12-31	$7,834
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$208,675
Participant contributions at end of year	2016-12-31	$105,723
Participant contributions at beginning of year	2016-12-31	$124,167
Participant contributions at beginning of year	2016-12-31	$7,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2
Administrative expenses (other) incurred	2016-12-31	$7,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$185,522
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,722,052
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,536,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$54,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$41,050
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,561,635
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,361,368
Interest on participant loans	2016-12-31	$5,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$104,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$56,770
Employer contributions (assets) at beginning of year	2016-12-31	$2,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$174,084
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : MEMPHIS JEWISH HOME 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$234,973
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$336,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$315,467
Value of total corrective distributions	2015-12-31	$4,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$254,454
Value of total assets at end of year	2015-12-31	$1,536,530
Value of total assets at beginning of year	2015-12-31	$1,638,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,245
Total interest from all sources	2015-12-31	$4,519
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2
Administrative expenses professional fees incurred	2015-12-31	$9,734
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$195,811
Participant contributions at end of year	2015-12-31	$124,167
Participant contributions at beginning of year	2015-12-31	$99,516
Participant contributions at end of year	2015-12-31	$7,711
Participant contributions at beginning of year	2015-12-31	$8,103
Other income not declared elsewhere	2015-12-31	$894
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-101,853
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,536,530
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,638,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,511
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$41,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$31,024
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,361,368
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,497,283
Interest on participant loans	2015-12-31	$4,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-153
Net investment gain/loss from pooled separate accounts	2015-12-31	$-24,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$58,643
Employer contributions (assets) at end of year	2015-12-31	$2,234
Employer contributions (assets) at beginning of year	2015-12-31	$2,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$315,467
Contract administrator fees	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : MEMPHIS JEWISH HOME 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$332,514
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$364,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$341,249
Value of total corrective distributions	2014-12-31	$12,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$275,426
Value of total assets at end of year	2014-12-31	$1,638,383
Value of total assets at beginning of year	2014-12-31	$1,670,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,910
Total interest from all sources	2014-12-31	$3,472
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$5,556
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$221,060
Participant contributions at end of year	2014-12-31	$99,516
Participant contributions at beginning of year	2014-12-31	$67,954
Participant contributions at end of year	2014-12-31	$8,103
Participant contributions at beginning of year	2014-12-31	$5,287
Other income not declared elsewhere	2014-12-31	$43
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-32,033
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,638,383
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,670,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$3,711
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,528,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$120,693
Interest on participant loans	2014-12-31	$3,472
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,448,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$27,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$56,914
Net investment gain/loss from pooled separate accounts	2014-12-31	$-294
Net investment gain or loss from common/collective trusts	2014-12-31	$-3,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$54,366
Employer contributions (assets) at end of year	2014-12-31	$2,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$341,249
Contract administrator fees	2014-12-31	$1,643
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : MEMPHIS JEWISH HOME 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$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	$426,571
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$513,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$494,740
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$8,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$161,609
Value of total assets at end of year	2013-12-31	$1,670,416
Value of total assets at beginning of year	2013-12-31	$1,757,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,314
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$3,281
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$154,519
Participant contributions at end of year	2013-12-31	$67,954
Participant contributions at beginning of year	2013-12-31	$97,206
Participant contributions at end of year	2013-12-31	$5,287
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,051
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$35
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-86,762
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,670,416
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,757,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$120,693
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$114,982
Interest on participant loans	2013-12-31	$2,915
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$366
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$1,448,542
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,514,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$27,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$30,871
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$15,423
Net investment gain or loss from common/collective trusts	2013-12-31	$246,258
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$39
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$494,705
Contract administrator fees	2013-12-31	$10,314
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : MEMPHIS JEWISH HOME 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$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	$425,146
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$241,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$227,233
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$5,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$235,805
Value of total assets at end of year	2012-12-31	$1,757,178
Value of total assets at beginning of year	2012-12-31	$1,573,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,125
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$4,114
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$187,994
Participant contributions at end of year	2012-12-31	$97,206
Participant contributions at beginning of year	2012-12-31	$72,001
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$42
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,860
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$280
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$184,105
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,757,178
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,573,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$114,982
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$139,933
Interest on participant loans	2012-12-31	$3,183
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$931
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$1,514,119
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,301,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$30,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$59,881
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$15,841
Net investment gain or loss from common/collective trusts	2012-12-31	$169,386
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$44,951
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$31
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$226,953
Contract administrator fees	2012-12-31	$8,125
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2012-12-31	560747981
2011 : MEMPHIS JEWISH HOME 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$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	$327,227
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$123,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$115,587
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$1,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$326,659
Value of total assets at end of year	2011-12-31	$1,573,073
Value of total assets at beginning of year	2011-12-31	$1,369,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,120
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$3,423
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$208,744
Participant contributions at end of year	2011-12-31	$72,001
Participant contributions at beginning of year	2011-12-31	$55,203
Participant contributions at end of year	2011-12-31	$42
Participant contributions at beginning of year	2011-12-31	$9,538
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$359
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$204,022
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,573,073
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,369,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$139,933
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$127,879
Interest on participant loans	2011-12-31	$2,286
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$1,137
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$1,301,185
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,125,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$59,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$46,447
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$726
Net investment gain or loss from common/collective trusts	2011-12-31	$-3,581
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$117,915
Employer contributions (assets) at end of year	2011-12-31	$31
Employer contributions (assets) at beginning of year	2011-12-31	$4,900
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$115,228
Contract administrator fees	2011-12-31	$6,120
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2011-12-31	624819380
2010 : MEMPHIS JEWISH HOME 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$447,634
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$188,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$177,088
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$295,940
Value of total assets at end of year	2010-12-31	$1,369,051
Value of total assets at beginning of year	2010-12-31	$1,109,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,405
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$4,716
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$196,065
Participant contributions at end of year	2010-12-31	$55,203
Participant contributions at beginning of year	2010-12-31	$4,323
Participant contributions at end of year	2010-12-31	$9,538
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$639
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$259,141
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,369,051
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,109,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$127,879
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$982,299
Interest on participant loans	2010-12-31	$1,173
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$3,543
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$1,125,084
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$46,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$123,288
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$92,627
Net investment gain or loss from common/collective trusts	2010-12-31	$53,712
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$99,875
Employer contributions (assets) at end of year	2010-12-31	$4,900
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$177,088
Contract administrator fees	2010-12-31	$11,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : MEMPHIS JEWISH HOME 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MEMPHIS JEWISH HOME 401(K) PLAN

2022: MEMPHIS JEWISH HOME 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MEMPHIS JEWISH HOME 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MEMPHIS JEWISH HOME 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MEMPHIS JEWISH HOME 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MEMPHIS JEWISH HOME 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MEMPHIS JEWISH HOME 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MEMPHIS JEWISH HOME 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MEMPHIS JEWISH HOME 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MEMPHIS JEWISH HOME 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MEMPHIS JEWISH HOME 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MEMPHIS JEWISH HOME 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MEMPHIS JEWISH HOME 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MEMPHIS JEWISH HOME 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MEMPHIS JEWISH HOME 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-02-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	216
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,739
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,739
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MML INSURANCE AGENCY LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

456812

Policy instance

Insurance contract or identification number	456812
Number of Individuals Covered	216
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	158
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,070
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,070
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MML INSURANCE AGENCY LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

456812

Policy instance

Insurance contract or identification number	456812
Number of Individuals Covered	158
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	175
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,756
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

456812

Policy instance

Insurance contract or identification number	456812
Number of Individuals Covered	175
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	167
Insurance policy start date	2010-09-24
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

456812

Policy instance

Insurance contract or identification number	456812
Number of Individuals Covered	167
Insurance policy start date	2010-09-24
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

711221

Policy instance

Insurance contract or identification number	711221
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-10-13
Total amount of commissions paid to insurance broker	USD $3,825
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,060
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	UCL FINANCIAL GROUP LLC

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Company Name:	B'NAI B'IRTH HOME & HOSPITAL FOR THE AGED, INC.
Employer identification number (EIN):	620499939
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities