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TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, 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

BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name:BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC
Employer identification number (EIN):112002556
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALISA OSKOWSKY2024-06-27 ALISA OSKOWSKY2024-06-27
0012022-01-01ALISA OSKOWSKY2023-07-28
0012021-01-01ALISA OSKOWSKY2022-04-20
0012020-01-01ALISA OSKOWSKY2021-03-17
0012018-01-01ALISA OSKOWSKY2019-07-16
0012017-01-01ALISA OSKOWSKY2018-06-20 ALISA OSKOWSKY2018-06-20
0012016-01-01ALISA OSKOWSKY2017-07-18
0012015-01-01ALISA OSKOWSKY2016-07-14
0012014-01-01ROZ GROSSMAN2015-07-22
0012013-01-01ROZ GROSSMAN2014-05-29
0012012-01-01ROZ GROSSMAN2013-10-02
0012011-01-01ROZ GROSSMAN2012-10-03
0012010-01-01ROZ GROSSMAN2011-08-04

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC 2025 401k membership
Total number of particpants at beginning of year2025-05-1243
Total number of particpants at end of year2025-05-1242
Number of Participants With Account Balances2025-05-1242
Total number of particpants at beginning of year2025-05-0843
Total number of particpants at end of year2025-05-0842
Number of Participants With Account Balances2025-05-0842
2024: TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC 2024 401k membership
Total number of particpants at beginning of year2024-06-2739
Total number of particpants at end of year2024-06-2740
Number of Participants With Account Balances2024-06-2740

Financial Data on TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-120
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-12195593
Net assets as of the end of the plan year2025-05-123531005
Total assets as of the beginning of the plan year2025-05-123047924
Value of plan covered by a fidelity bond2025-05-12200000
Participant contributions to plan in this plan year2025-05-12202790
Other expenses paid from plan in this plan year2025-05-1220
Other contributions to plan in this plan year2025-05-120
Other income to plan in this plan year2025-05-12475884
Plan net income in this plan year2025-05-12483081
Net assets as of the end of the plan year2025-05-123531005
Net assets as of the beginning of the plan year2025-05-123047924
Employer contributions to plan in this plan year2025-05-120
Fees paid to broker by Benefit Provider2025-05-12172
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12696
Total transfers to/from plan in this plan year2025-05-080
Total liabilities as of the end of the plan year2025-05-080
Total liabilities as of the beginning of the plan year2025-05-080
Total expenses incurred by plan in this plan year2025-05-08195593
Net assets as of the end of the plan year2025-05-083531005
Total assets as of the beginning of the plan year2025-05-083047924
Participant contributions to plan in this plan year2025-05-08202790
Other expenses paid from plan in this plan year2025-05-0820
Other contributions to plan in this plan year2025-05-080
Other income to plan in this plan year2025-05-08475884
Plan net income in this plan year2025-05-08483081
Net assets as of the end of the plan year2025-05-083531005
Net assets as of the beginning of the plan year2025-05-083047924
Employer contributions to plan in this plan year2025-05-080
Fees paid to broker by Benefit Provider2025-05-08172
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-08696
2024 : TAX DEFERRED ANNUITY PLAN OF BARRY AND FLORENCE FRIEDBERG JEWISH COMMUNITY CENTER, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-270
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-2758251
Net assets as of the end of the plan year2024-06-273047924
Total assets as of the beginning of the plan year2024-06-272480162
Value of plan covered by a fidelity bond2024-06-27200000
Participant contributions to plan in this plan year2024-06-27204034
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-270
Other income to plan in this plan year2024-06-27421979
Plan net income in this plan year2024-06-27567762
Net assets as of the end of the plan year2024-06-273047924
Net assets as of the beginning of the plan year2024-06-272480162
Employer contributions to plan in this plan year2024-06-270
Fees paid to broker by Benefit Provider2024-06-27107
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-27271

Potentially related plans

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