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403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

CAREGIVERS OF NEW JERSEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAREGIVERS OF NEW JERSEY, INC.
Employer identification number (EIN):134205044
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK VANDERO2024-08-09
0012022-01-01SUSAN CARDUNER2023-10-06
0012021-01-01SUSAN CARDUNER2022-04-14
0012020-01-01SUSAN CARDUNER2021-07-19
0012019-01-01SUSAN CARDUNER2020-07-23
0012018-01-01SUSAN CARDUNER2019-06-28
0012017-01-01SUSAN CARDUNER2018-07-13 SUSAN CARDUNER2018-07-13
0012016-01-01SUSAN CARDUNER2017-07-18 SUSAN CARDUNER2017-07-18
0012016-01-01SUSAN CARDUNER2017-07-18 SUSAN CARDUNER2017-07-18
0012015-01-01JESSICA BARZILAY2016-07-28 JESSICA BARZILAY2016-07-28
0012014-01-01JOHN PONENTE2015-07-16 JOHN PONENTE2015-07-16
0012013-01-01JOHN PONENTE2014-07-14 JOHN PONENTE2014-07-14
0012012-01-01JOHN PONENTE2013-07-18 JOHN PONENTE2013-07-18
0012011-01-01JOHN PONENTE2012-07-11 JOHN PONENTE2012-07-11
0012010-01-01JOHN PONENTE2011-07-26

Plan Statistics for 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-0258
Total number of particpants at end of year2025-06-0256
Number of Participants With Account Balances2025-06-0247
2024: 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-08-0951
Total number of particpants at end of year2024-08-0957
Number of Participants With Account Balances2024-08-0945
2022: 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-1451
Total number of particpants at end of year2022-04-1445
Number of Participants With Account Balances2022-04-1443

Financial Data on 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-020
Total liabilities as of the end of the plan year2025-06-020
Total liabilities as of the beginning of the plan year2025-06-020
Total expenses incurred by plan in this plan year2025-06-0214634
Net assets as of the end of the plan year2025-06-02540910
Total assets as of the beginning of the plan year2025-06-02434932
Value of plan covered by a fidelity bond2025-06-0272000
Participant contributions to plan in this plan year2025-06-0223877
Other expenses paid from plan in this plan year2025-06-020
Other contributions to plan in this plan year2025-06-020
Other income to plan in this plan year2025-06-0276794
Plan net income in this plan year2025-06-02105978
Net assets as of the end of the plan year2025-06-02540910
Net assets as of the beginning of the plan year2025-06-02434932
Employer contributions to plan in this plan year2025-06-0219941
Fees paid to broker by Benefit Provider2025-06-02140
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-02411
2024 : 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-0944876
Net assets as of the end of the plan year2024-08-09434932
Total assets as of the beginning of the plan year2024-08-09366497
Value of plan covered by a fidelity bond2024-08-0972000
Participant contributions to plan in this plan year2024-08-0917583
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-0915415
Other income to plan in this plan year2024-08-0965152
Plan net income in this plan year2024-08-0968435
Net assets as of the end of the plan year2024-08-09434932
Net assets as of the beginning of the plan year2024-08-09366497
Employer contributions to plan in this plan year2024-08-0915161
Fees paid to broker by Benefit Provider2024-08-09223
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-09223
2022 : 403(B) THRIFT PLAN OF CAREGIVERS OF NEW JERSEY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-140
Total liabilities as of the end of the plan year2022-04-140
Total liabilities as of the beginning of the plan year2022-04-140
Total expenses incurred by plan in this plan year2022-04-1476655
Net assets as of the end of the plan year2022-04-14718566
Total assets as of the beginning of the plan year2022-04-14663019
Value of plan covered by a fidelity bond2022-04-14750000
Participant contributions to plan in this plan year2022-04-1422579
Other expenses paid from plan in this plan year2022-04-14522
Other contributions to plan in this plan year2022-04-140
Other income to plan in this plan year2022-04-1495709
Plan net income in this plan year2022-04-1455547
Net assets as of the end of the plan year2022-04-14718566
Net assets as of the beginning of the plan year2022-04-14663019
Employer contributions to plan in this plan year2022-04-1413914
Fees paid to broker by Benefit Provider2022-04-14225

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