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JEWISH FEDERATION OF GREATER HARTFORD 403(B) PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF GREATER HARTFORD 403(B) PLAN
Plan identification number 003

JEWISH FEDERATION OF GREATER HARTFORD 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(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)(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 FEDERATION OF GREATER HARTFORD has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF GREATER HARTFORD
Employer identification number (EIN):060655482
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 FEDERATION OF GREATER HARTFORD 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CHERYL WOLMER2024-07-16
0032022-01-01CHERYL WOLMER2023-07-12
0032021-01-01CHERYL WOLMER2022-09-01
0032020-01-01CHERYL WOLMER2021-09-14
0032019-01-01CHERYL WOLMER2020-09-08
0032018-01-01CHERYL WOLMER2019-10-11
0032017-01-01CHERYL WOLMER2018-10-05 HOWARD SOVRONSKY2018-10-05
0032016-01-01CHERYL WOLMER2017-10-02 HOWARD SOVRONSKY2017-10-03
0032015-01-01CHERYL WOLMER2016-10-05 HOWARD SOVRONSKY2016-10-05
0032014-01-01CHERYL WOLMER2015-05-12 HOWARD SOVRONSKY2015-05-13
0032013-01-01CHERYL WOLMER2014-07-31 CATHRINE SCHWARTZ2014-07-31
0032012-01-01CHERYL WOLMER2013-07-19 CATHRINE SCHWARTZ2013-07-19
0032011-01-01CHERYL WOLMER2012-06-08 CATHRINE SCHWARTZ2012-06-08
0032010-01-01CHERYL WOLMER2011-10-18 CATHRINE SCHWARTZ2011-10-18

Financial Data on JEWISH FEDERATION OF GREATER HARTFORD 403(B) PLAN

Measure Date Value
2025 : JEWISH FEDERATION OF GREATER HARTFORD 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-240
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-241091249
Net assets as of the end of the plan year2025-06-246733097
Total assets as of the beginning of the plan year2025-06-246674052
Value of plan covered by a fidelity bond2025-06-24500000
Participant contributions to plan in this plan year2025-06-24327439
Value of participant loans at end of plan year2025-06-240
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-2414727
Other income to plan in this plan year2025-06-24706729
Plan net income in this plan year2025-06-2459045
Net assets as of the end of the plan year2025-06-246733097
Net assets as of the beginning of the plan year2025-06-246674052
Employer contributions to plan in this plan year2025-06-24101399
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-246652
2024 : JEWISH FEDERATION OF GREATER HARTFORD 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-16284765
Net assets as of the end of the plan year2024-07-166674052
Total assets as of the beginning of the plan year2024-07-165632811
Value of plan covered by a fidelity bond2024-07-16500000
Participant contributions to plan in this plan year2024-07-16334736
Value of participant loans at end of plan year2024-07-168317
Other income to plan in this plan year2024-07-16885063
Plan net income in this plan year2024-07-161041241
Net assets as of the end of the plan year2024-07-166674052
Net assets as of the beginning of the plan year2024-07-165632811
Employer contributions to plan in this plan year2024-07-16106207
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-166736
2022 : JEWISH FEDERATION OF GREATER HARTFORD 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-01336637
Net assets as of the end of the plan year2022-09-016162334
Total assets as of the beginning of the plan year2022-09-015348431
Value of plan covered by a fidelity bond2022-09-01500000
Participant contributions to plan in this plan year2022-09-01300337
Value of participant loans at end of plan year2022-09-0165081
Other contributions to plan in this plan year2022-09-01399
Other income to plan in this plan year2022-09-01748910
Plan net income in this plan year2022-09-01813903
Net assets as of the end of the plan year2022-09-016162334
Net assets as of the beginning of the plan year2022-09-015348431
Employer contributions to plan in this plan year2022-09-01100894
Fees paid to broker by Benefit Provider2022-09-011886
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-012776

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