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THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS 401k Plan overview

Plan NameTHE JEWISH FEDERATION OF WESTERN MASSACHUSETTS
Plan identification number 001

THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

JEWISH FEDERATION OF WESTERN MASSACHUSETTS, INC has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF WESTERN MASSACHUSETTS, INC
Employer identification number (EIN):042127023
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01STEPHEN BALICKI2021-07-27
0012019-01-01STEPHEN BALICKI2020-07-23
0012018-01-01STEPHEN BALICKI2019-07-31
0012016-01-01STEPHEN BALICKI2017-10-16
0012015-01-01STEPHEN BALICKI2016-10-14
0012014-01-01STEPHEN BALICKI2015-04-02
0012013-01-01STEPHEN BALICKI2014-07-24
0012012-01-01STEPHEN BALICKI2013-10-14
0012011-01-01STEPHEN BALICKI2012-10-12
0012010-01-01JULIANNE PORT2011-06-20

Financial Data on THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS

Measure Date Value
2025 : THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-151020
Net assets as of the end of the plan year2025-10-15542890
Total assets as of the beginning of the plan year2025-10-15460465
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-15646
Other income to plan in this plan year2025-10-1573744
Plan net income in this plan year2025-10-1582425
Net assets as of the end of the plan year2025-10-15542890
Net assets as of the beginning of the plan year2025-10-15460465
Employer contributions to plan in this plan year2025-10-159055
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-151020
2024 : THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-2292770
Net assets as of the end of the plan year2024-11-22460465
Total assets as of the beginning of the plan year2024-11-22463073
Value of plan covered by a fidelity bond2024-11-22500000
Participant contributions to plan in this plan year2024-11-22560
Other income to plan in this plan year2024-11-2280975
Plan net income in this plan year2024-11-22-2608
Net assets as of the end of the plan year2024-11-22460465
Net assets as of the beginning of the plan year2024-11-22463073
Employer contributions to plan in this plan year2024-11-228627
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-22950
2022 : THE JEWISH FEDERATION OF WESTERN MASSACHUSETTS 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-15900
Net assets as of the end of the plan year2022-09-15679778
Total assets as of the beginning of the plan year2022-09-15569092
Value of plan covered by a fidelity bond2022-09-15100000
Participant contributions to plan in this plan year2022-09-1520880
Other income to plan in this plan year2022-09-1583064
Plan net income in this plan year2022-09-15110686
Net assets as of the end of the plan year2022-09-15679778
Net assets as of the beginning of the plan year2022-09-15569092
Employer contributions to plan in this plan year2022-09-157642
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-15900

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