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JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 401k Plan overview

Plan NameJEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN
Plan identification number 004

JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 FAMILY SERVICE OF ROCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY SERVICE OF ROCHESTER, INC.
Employer identification number (EIN):160743059
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01SUSAN SULLIVAN2024-10-02
0042022-01-01KRISTEN LANG2023-10-05
0042021-01-01KRISTEN LANG2022-10-07
0042021-01-01KRISTEN LANG2022-10-07
0042020-01-01KRISTEN LANG2021-10-14
0042019-01-01KRISTEN LANG2020-10-13
0042018-01-01KRISTEN LANG2019-07-26
0042017-01-01JANET SUNKIN2018-10-10
0042016-01-01
0042014-01-01KRISTEN LANG2015-10-15
0042013-01-01NICOLE BOYEA2014-07-22
0042012-01-01PHILLIP BEIDERBECKE2013-09-03 PHILLIP BEIDERBECKE2013-09-03
0042011-01-01PHILLIP BEIDERBECKE2012-10-12
0042010-01-01PHILLIP BEIDERBECKE2011-07-25

Plan Statistics for JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN

401k plan membership statisitcs for JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN

Measure Date Value
2025: JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-186
Total number of particpants at end of year2025-07-186
Number of Participants With Account Balances2025-07-186
2024: JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-026
Total number of particpants at end of year2024-10-026
Number of Participants With Account Balances2024-10-026
2022: JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-076
Total number of particpants at end of year2022-10-076
Number of Participants With Account Balances2022-10-076

Financial Data on JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN

Measure Date Value
2025 : JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1818
Net assets as of the end of the plan year2025-07-18146443
Total assets as of the beginning of the plan year2025-07-18134143
Value of plan covered by a fidelity bond2025-07-18100000
Participant contributions to plan in this plan year2025-07-180
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1812318
Plan net income in this plan year2025-07-1812300
Net assets as of the end of the plan year2025-07-18146443
Net assets as of the beginning of the plan year2025-07-18134143
Employer contributions to plan in this plan year2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1818
2024 : JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-020
Net assets as of the end of the plan year2024-10-02134143
Total assets as of the beginning of the plan year2024-10-02118717
Value of plan covered by a fidelity bond2024-10-02100000
Participant contributions to plan in this plan year2024-10-020
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-0215426
Plan net income in this plan year2024-10-0215426
Net assets as of the end of the plan year2024-10-02134143
Net assets as of the beginning of the plan year2024-10-02118717
Employer contributions to plan in this plan year2024-10-020
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-020
2022 : JEWISH FAMILY SERVICE OF ROCHESTER, INC. PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0724
Net assets as of the end of the plan year2022-10-07138737
Total assets as of the beginning of the plan year2022-10-07124207
Value of plan covered by a fidelity bond2022-10-07100000
Participant contributions to plan in this plan year2022-10-070
Other expenses paid from plan in this plan year2022-10-0724
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0714554
Plan net income in this plan year2022-10-0714530
Net assets as of the end of the plan year2022-10-07138737
Net assets as of the beginning of the plan year2022-10-07124207
Employer contributions to plan in this plan year2022-10-070

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