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TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 FAMILY SERVICE OF NEW HAVEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY SERVICE OF NEW HAVEN, INC.
Employer identification number (EIN):060646692
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CATHERINE SEGAL2024-10-31
0032022-01-01CATHERINE SEGAL2024-03-15
0032021-01-01CATHERINE SEGAL2022-07-26
0032020-01-01CATHERINE SEGAL2021-07-27
0032019-01-01CATHERINE SEGAL2020-07-31
0032018-01-01RITA VINNITSKY2019-06-25
0032017-01-01RITA VINNITSKY2018-04-25 RITA VINNITSKY2018-04-25
0032016-01-01RITA VINNITSKY2017-05-16 RITA VINNITSKY2017-05-16
0032015-01-01RITA VINNITSKY2016-06-21 RITA VINNITSKY2016-06-21
0032013-01-01RITA VINNITSKY2014-07-07 RITA VINNITSKY2014-07-07
0032012-01-01RITA VINNITSKY2013-06-25 RITA VINNITSKY2013-06-25
0032011-01-01RITA VINNITSKY2012-06-28 RITA VINNITSKY2012-06-28
0032010-01-01RITA VINNITSKY2011-06-01 RITA VINNITSKY2011-06-01

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-1817
Total number of particpants at end of year2025-07-1818
Number of Participants With Account Balances2025-07-1816
2024: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-3117
Total number of particpants at end of year2024-10-3117
Number of Participants With Account Balances2024-10-3115
2022: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2629
Total number of particpants at end of year2022-07-2628
Number of Participants With Account Balances2022-07-2618

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-185859
Net assets as of the end of the plan year2025-07-181151347
Total assets as of the beginning of the plan year2025-07-18979496
Value of plan covered by a fidelity bond2025-07-18100000
Participant contributions to plan in this plan year2025-07-1834335
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18143375
Plan net income in this plan year2025-07-18171851
Net assets as of the end of the plan year2025-07-181151347
Net assets as of the beginning of the plan year2025-07-18979496
Employer contributions to plan in this plan year2025-07-180
Fees paid to broker by Benefit Provider2025-07-1844
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1831
2024 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-310
Total liabilities as of the end of the plan year2024-10-310
Total liabilities as of the beginning of the plan year2024-10-310
Total expenses incurred by plan in this plan year2024-10-3129617
Net assets as of the end of the plan year2024-10-31979496
Total assets as of the beginning of the plan year2024-10-31851990
Value of plan covered by a fidelity bond2024-10-31100000
Participant contributions to plan in this plan year2024-10-3123763
Other expenses paid from plan in this plan year2024-10-310
Other contributions to plan in this plan year2024-10-310
Other income to plan in this plan year2024-10-31133360
Plan net income in this plan year2024-10-31127506
Net assets as of the end of the plan year2024-10-31979496
Net assets as of the beginning of the plan year2024-10-31851990
Employer contributions to plan in this plan year2024-10-310
Fees paid to broker by Benefit Provider2024-10-3115
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-3115
2022 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF NEW HAVEN, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2626848
Net assets as of the end of the plan year2022-07-261258528
Total assets as of the beginning of the plan year2022-07-261060362
Value of plan covered by a fidelity bond2022-07-26125000
Participant contributions to plan in this plan year2022-07-2667371
Other expenses paid from plan in this plan year2022-07-2674
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26157643
Plan net income in this plan year2022-07-26198166
Net assets as of the end of the plan year2022-07-261258528
Net assets as of the beginning of the plan year2022-07-261060362
Employer contributions to plan in this plan year2022-07-260
Fees paid to broker by Benefit Provider2022-07-26226

Potentially related plans

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