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EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN has sponsored the creation of one or more 401k plans.

Company Name:UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN & DARIEN
Employer identification number (EIN):060923384
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 UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HILDY PARKS2024-07-25
0012021-01-01HILDY PARKS2022-03-25
0012021-01-01HILDY PARKS2022-03-25
0012020-01-01HILDY PARKS2021-06-30
0012019-01-01HILDY PARKS2020-07-27
0012018-01-01CODY TACKTILL
0012017-01-01CODY TACKTILL
0012016-01-01CODY TACKTILL2017-07-24 CODY TACKTILL2017-07-24
0012015-01-01JAMES COHEN2016-07-25 JAMES COHEN2016-07-25
0012014-01-01JAMES COHEN2015-07-14 JAMES COHEN2015-07-14
0012013-01-01JAMES COHEN2014-05-13 JAMES COHEN2014-05-13
0012012-01-01LINDA FORTINI2013-07-23 LINDA FORTINI2013-07-23
0012011-01-01LINDA FORTINI2012-05-17 LINDA FORTINI2012-05-17
0012010-01-01MARTIN GREENBERG2011-05-20 MARTIN GREENBERG2011-05-20

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09108
Net assets as of the end of the plan year2025-07-09532020
Total assets as of the beginning of the plan year2025-07-09449384
Value of plan covered by a fidelity bond2025-07-0944939
Participant contributions to plan in this plan year2025-07-0930533
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0946504
Plan net income in this plan year2025-07-0982636
Net assets as of the end of the plan year2025-07-09532020
Net assets as of the beginning of the plan year2025-07-09449384
Employer contributions to plan in this plan year2025-07-095707
Fees paid to broker by Benefit Provider2025-07-0965
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09108
2024 : EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2548
Net assets as of the end of the plan year2024-07-25449384
Total assets as of the beginning of the plan year2024-07-25375575
Value of plan covered by a fidelity bond2024-07-2537558
Participant contributions to plan in this plan year2024-07-2530000
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2538482
Plan net income in this plan year2024-07-2573809
Net assets as of the end of the plan year2024-07-25449384
Net assets as of the beginning of the plan year2024-07-25375575
Employer contributions to plan in this plan year2024-07-255375
Fees paid to broker by Benefit Provider2024-07-259
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2548
2022 : EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-250
Total liabilities as of the end of the plan year2022-03-250
Total liabilities as of the beginning of the plan year2022-03-250
Total expenses incurred by plan in this plan year2022-03-2572
Net assets as of the end of the plan year2022-03-25390858
Total assets as of the beginning of the plan year2022-03-25326597
Value of plan covered by a fidelity bond2022-03-2532660
Participant contributions to plan in this plan year2022-03-2527896
Other expenses paid from plan in this plan year2022-03-2572
Other contributions to plan in this plan year2022-03-250
Other income to plan in this plan year2022-03-2530266
Plan net income in this plan year2022-03-2564261
Net assets as of the end of the plan year2022-03-25390858
Net assets as of the beginning of the plan year2022-03-25326597
Employer contributions to plan in this plan year2022-03-256171
Fees paid to broker by Benefit Provider2022-03-2563

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW

2018: EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes

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