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RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

AMERICAN JEWISH CONGRESS INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN JEWISH CONGRESS INC.
Employer identification number (EIN):131679610
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JACK ROSEN2022-10-17
0012020-01-01JACK ROSEN2021-10-14
0012019-01-01JACK ROSEN2020-10-15
0012019-01-01JACK ROSEN2021-07-09
0012018-01-01JACK ROSEN2019-10-15
0012017-01-01JACK ROSEN2018-10-11
0012016-01-01JACK ROSEN2017-09-27
0012015-01-01JACK ROSEN2016-10-13
0012014-01-01JACK ROSEN2015-10-14
0012013-01-01JACK ROSEN2014-10-15
0012012-01-01JACK ROSEN2013-10-10
0012011-01-01JACK ROSEN2012-10-11
0012010-01-01RICHARD GORDON2011-10-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS

Measure Date Value
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 2021 401k membership
Market value of plan assets2021-12-312,787,755
Acturial value of plan assets2021-12-312,787,755
Funding target for retired participants and beneficiaries receiving payment2021-12-312,884,327
Number of terminated vested participants2021-12-3114
Fundng target for terminated vested participants2021-12-31275,910
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3149
Total funding target for all participants2021-12-313,160,237
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3188,129
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3188,129
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3199,515
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-3150,567
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-3150,567
Minimum required contributions for current year target normal cost2021-12-3135,000
Net shortfall amortization installment of oustanding balance2021-12-31471,997
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3184,588
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3184,588
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-3150,567
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 2020 401k membership
Market value of plan assets2020-12-312,829,595
Acturial value of plan assets2020-12-312,829,595
Funding target for retired participants and beneficiaries receiving payment2020-12-313,042,997
Number of terminated vested participants2020-12-3114
Fundng target for terminated vested participants2020-12-31261,338
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3150
Total funding target for all participants2020-12-313,304,335
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3183,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3188,129
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3188,129
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3188,129
Total employer contributions2020-12-3140,241
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3140,165
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3135,000
Net shortfall amortization installment of oustanding balance2020-12-31562,869
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3190,732
Additional cash requirement2020-12-3190,732
Contributions allocatedtoward minimum required contributions for current year2020-12-3140,165
Unpaid minimum required contributions for current year2020-12-3150,567
Unpaid minimum required contributions for all years2020-12-3150,567
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 2019 401k membership
Market value of plan assets2019-12-312,789,188
Acturial value of plan assets2019-12-312,789,188
Funding target for retired participants and beneficiaries receiving payment2019-12-313,238,492
Number of terminated vested participants2019-12-3114
Fundng target for terminated vested participants2019-12-31254,215
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3151
Total funding target for all participants2019-12-313,492,707
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-313
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31229,181
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31221,904
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3135,000
Net shortfall amortization installment of oustanding balance2019-12-31703,519
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31255,117
Additional cash requirement2019-12-31255,117
Contributions allocatedtoward minimum required contributions for current year2019-12-31221,904
Unpaid minimum required contributions for current year2019-12-3133,213
Unpaid minimum required contributions for all years2019-12-3133,213
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 2018 401k membership
Market value of plan assets2018-12-313,029,488
Acturial value of plan assets2018-12-313,029,488
Funding target for retired participants and beneficiaries receiving payment2018-12-313,623,328
Number of terminated vested participants2018-12-3118
Fundng target for terminated vested participants2018-12-31243,590
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3159
Total funding target for all participants2018-12-313,866,918
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31158
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31262,767
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31251,920
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3135,000
Net shortfall amortization installment of oustanding balance2018-12-31837,430
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31251,917
Additional cash requirement2018-12-31251,917
Contributions allocatedtoward minimum required contributions for current year2018-12-31251,920
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 2017 401k membership
Market value of plan assets2017-12-313,098,183
Acturial value of plan assets2017-12-313,098,183
Funding target for retired participants and beneficiaries receiving payment2017-12-313,562,930
Number of terminated vested participants2017-12-3120
Fundng target for terminated vested participants2017-12-31231,965
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-3161
Total funding target for all participants2017-12-313,794,895
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31234,552
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31226,805
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3135,000
Net shortfall amortization installment of oustanding balance2017-12-31696,712
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31226,655
Additional cash requirement2017-12-31226,655
Contributions allocatedtoward minimum required contributions for current year2017-12-31226,805
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE AMERICAN JEWISH CONGRESS 2016 401k membership
Market value of plan assets2016-12-313,154,986
Acturial value of plan assets2016-12-313,154,986
Funding target for retired participants and beneficiaries receiving payment2016-12-312,905,532
Number of terminated vested participants2016-12-3127
Fundng target for terminated vested participants2016-12-311,029,063
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3165
Total funding target for all participants2016-12-313,934,595
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3146
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31390,602
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31371,476
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3135,000
Net shortfall amortization installment of oustanding balance2016-12-31779,609
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31371,453
Additional cash requirement2016-12-31371,453
Contributions allocatedtoward minimum required contributions for current year2016-12-31371,476
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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