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EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH COMMUNITIES OF WESTERN CT, I NC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITIES OF WESTERN CT, I NC.
Employer identification number (EIN):060646691
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01TOM HARRIS2024-01-18
0012021-07-01TOM HARRIS2024-01-18
0012020-07-01JOSE RUIZ2022-01-21
0012019-07-01JOSE RUIZ2021-01-26
0012018-07-01ROSEANN HAMILTON2020-01-22
0012017-07-01ROSEANN HAMILTON2019-03-21
0012017-01-01ROSEANN HAMILTON2018-04-11 ROSEANN HAMILTON2018-04-11
0012016-07-01ROSEANN HAMILTON2018-04-24 ROSEANN HAMILTON2018-04-24
0012015-07-01FRANCES LEPORE2017-01-05
0012014-07-01FRANCES LEPORE2016-01-21
0012013-07-01FRANCES LEPORE2015-04-15
0012012-07-01FRANCES LEPORE2014-01-17 FRANCES LEPORE2014-01-17
0012011-07-01FRANCES LEPORE2012-11-29 FRANCES LEPORE2012-11-29
0012010-07-01FRANCES LEPORE2012-02-06 FRANCES LEPORE2012-02-06

Financial Data on EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-180
Total liabilities as of the end of the plan year2025-02-180
Total liabilities as of the beginning of the plan year2025-02-180
Total expenses incurred by plan in this plan year2025-02-188
Net assets as of the end of the plan year2025-02-18187039
Total assets as of the beginning of the plan year2025-02-18158673
Value of plan covered by a fidelity bond2025-02-18100000
Participant contributions to plan in this plan year2025-02-186320
Value of participant loans at end of plan year2025-02-1817314
Other expenses paid from plan in this plan year2025-02-180
Other contributions to plan in this plan year2025-02-180
Other income to plan in this plan year2025-02-1822054
Plan net income in this plan year2025-02-1828366
Net assets as of the end of the plan year2025-02-18187039
Net assets as of the beginning of the plan year2025-02-18158673
Employer contributions to plan in this plan year2025-02-180
Fees paid to broker by Benefit Provider2025-02-183
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-188
2024 : EMPLOYEE BENEFIT PLAN OF JEWISH COMMUNITIES OF WESTERN CT, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-180
Total liabilities as of the end of the plan year2024-01-180
Total liabilities as of the beginning of the plan year2024-01-180
Total expenses incurred by plan in this plan year2024-01-1818160
Net assets as of the end of the plan year2024-01-18147874
Total assets as of the beginning of the plan year2024-01-18177345
Value of plan covered by a fidelity bond2024-01-181000000
Participant contributions to plan in this plan year2024-01-183494
Value of participant loans at end of plan year2024-01-1814837
Other expenses paid from plan in this plan year2024-01-180
Other contributions to plan in this plan year2024-01-180
Other income to plan in this plan year2024-01-18-7515
Plan net income in this plan year2024-01-18-29471
Net assets as of the end of the plan year2024-01-18147874
Net assets as of the beginning of the plan year2024-01-18177345
Employer contributions to plan in this plan year2024-01-18-7290
Fees paid to broker by Benefit Provider2024-01-1817
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-1854

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