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JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 401k Plan overview

Plan NameJEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN
Plan identification number 001

JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

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

Company Name:JEWISH VOCATIONAL SERVICE, INC.
Employer identification number (EIN):042104357
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01KEILA BARROS
0012016-10-01

Plan Statistics for JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

401k plan membership statisitcs for JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

Measure Date Value
2021: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01209
Total number of active participants reported on line 7a of the Form 55002021-10-01205
Number of retired or separated participants receiving benefits2021-10-012
Number of other retired or separated participants entitled to future benefits2021-10-0136
Total of all active and inactive participants2021-10-01243
Total participants2021-10-01243
Number of participants with account balances2021-10-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0128
2020: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01180
Total number of active participants reported on line 7a of the Form 55002020-10-01179
Number of retired or separated participants receiving benefits2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-0124
Total of all active and inactive participants2020-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01204
Number of participants with account balances2020-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-014
2019: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01173
Total number of active participants reported on line 7a of the Form 55002019-10-01160
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0118
Total of all active and inactive participants2019-10-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01178
Number of participants with account balances2019-10-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01171
Total number of active participants reported on line 7a of the Form 55002018-10-01151
Number of retired or separated participants receiving benefits2018-10-015
Number of other retired or separated participants entitled to future benefits2018-10-0115
Total of all active and inactive participants2018-10-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01171
Number of participants with account balances2018-10-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-019
2017: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01166
Total number of active participants reported on line 7a of the Form 55002017-10-01160
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-0114
Total of all active and inactive participants2017-10-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01177
Number of participants with account balances2017-10-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0110
2016: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01141
Total number of active participants reported on line 7a of the Form 55002016-10-01163
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-014
Total of all active and inactive participants2016-10-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01167
Number of participants with account balances2016-10-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0112

Financial Data on JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

Measure Date Value
2022 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$99,104
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$261,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$236,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$688,891
Value of total assets at end of year2022-09-30$2,629,916
Value of total assets at beginning of year2022-09-30$2,792,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$24,819
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$16,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$16,205
Administrative expenses professional fees incurred2022-09-30$4,413
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$542,929
Participant contributions at end of year2022-09-30$22,894
Participant contributions at beginning of year2022-09-30$651
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$35,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-162,363
Value of net assets at end of year (total assets less liabilities)2022-09-30$2,629,916
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$2,792,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$2,410,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$2,599,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$191,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$191,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-605,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$110,878
Employer contributions (assets) at end of year2022-09-30$4,894
Employer contributions (assets) at beginning of year2022-09-30$914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$236,648
Contract administrator fees2022-09-30$20,406
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30AAFCPAS, INC.
Accountancy firm EIN2022-09-30042571780
2021 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,011,448
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$130,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$106,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$579,667
Value of total assets at end of year2021-09-30$2,792,279
Value of total assets at beginning of year2021-09-30$1,911,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$24,153
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$17,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$17,772
Administrative expenses professional fees incurred2021-09-30$1,150
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$452,516
Participant contributions at end of year2021-09-30$651
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$60,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$0
Other income not declared elsewhere2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$881,101
Value of net assets at end of year (total assets less liabilities)2021-09-30$2,792,279
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$1,911,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$2,599,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$1,794,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$191,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$35,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$414,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$66,954
Employer contributions (assets) at end of year2021-09-30$914
Employer contributions (assets) at beginning of year2021-09-30$81,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$106,194
Contract administrator fees2021-09-30$23,003
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30AAFCPAS, INC.
Accountancy firm EIN2021-09-30042571780
2020 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$144
Total income from all sources (including contributions)2020-09-30$629,446
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$61,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$44,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$499,055
Value of total assets at end of year2020-09-30$1,911,178
Value of total assets at beginning of year2020-09-30$1,343,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$17,117
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$19,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$19,654
Administrative expenses professional fees incurred2020-09-30$2,090
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$293,791
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$124,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$144
Other income not declared elsewhere2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$567,519
Value of net assets at end of year (total assets less liabilities)2020-09-30$1,911,178
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,343,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$1,794,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,232,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$35,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$35,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$110,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$80,814
Employer contributions (assets) at end of year2020-09-30$81,175
Employer contributions (assets) at beginning of year2020-09-30$75,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$44,810
Contract administrator fees2020-09-30$15,027
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30AAFCPAS, INC.
Accountancy firm EIN2020-09-30042571780
2019 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$479,956
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$190,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$176,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$434,035
Value of total assets at end of year2019-09-30$1,343,803
Value of total assets at beginning of year2019-09-30$1,054,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$14,642
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$2,927
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$259,625
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$127
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$99,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$45,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$288,985
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,343,659
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,054,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,232,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$981,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$35,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$74,616
Employer contributions (assets) at end of year2019-09-30$75,241
Employer contributions (assets) at beginning of year2019-09-30$73,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$176,329
Contract administrator fees2019-09-30$11,715
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30AAFCPAS, INC.
Accountancy firm EIN2019-09-30042571780
2018 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$440,909
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$62,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$52,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$394,157
Value of total assets at end of year2018-09-30$1,054,674
Value of total assets at beginning of year2018-09-30$676,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$10,265
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$1,646
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$258,556
Participant contributions at end of year2018-09-30$127
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$62,382
Other income not declared elsewhere2018-09-30$46,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$377,913
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,054,674
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$676,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$981,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$605,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$73,219
Employer contributions (assets) at end of year2018-09-30$73,219
Employer contributions (assets) at beginning of year2018-09-30$71,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$52,731
Contract administrator fees2018-09-30$8,619
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30ALEXANDER ARONSON FINNING & CO. P.C
Accountancy firm EIN2018-09-30042571780
2017 : JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$395,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$216,214
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$6,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$2,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$178,647
Value of total assets at end of year2017-09-30$605,195
Value of total assets at beginning of year2017-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$3,520
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$73
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$73
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$169,972
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$8,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$209,985
Value of net assets at end of year (total assets less liabilities)2017-09-30$605,195
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$605,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$37,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$71,566
Employer contributions (assets) at end of year2017-09-30$71,566
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$2,709
Contract administrator fees2017-09-30$3,520
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30ALEXANDER ARONSON FINNING & CO. P.C
Accountancy firm EIN2017-09-30042571780

Form 5500 Responses for JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN

2021: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JEWISH VOCATIONAL SERVICE, INC. 403(B) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01First time form 5500 has been submittedYes
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered263
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $956
Total amount of fees paid to insurance companyUSD $96
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $956
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered229
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $305
Total amount of fees paid to insurance companyUSD $37
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $305
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered211
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $178
Total amount of fees paid to insurance companyUSD $18
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $178
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered203
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $132
Total amount of fees paid to insurance companyUSD $15
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $132
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered192
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $1
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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