401k Plan data: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN plan

MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 401k Plan overview

Plan Name	MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN
Plan identification number	002

MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

MASONIC CHARITY FOUNDATION OF NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name: MASONIC CHARITY FOUNDATION OF NEW JERSEY

Employer identification number (EIN): 210634536

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MASONIC CHARITY FOUNDATION OF NEW JERSEY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0900036701

More information about MASONIC CHARITY FOUNDATION OF NEW JERSEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 DOUG HACKER
002 2023-01-01
002 2023-01-01 ANDA DURSO
002 2022-01-01
002 2022-01-01 ANDA DURSO
002 2021-01-01
002 2021-01-01 ANDA DURSO
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PATRICIA GRIECO
002 2016-01-01 LEN WEISER PATRICIA GRIECO 2017-10-10
002 2015-01-01 PATRICIA GRIECO
002 2014-01-01 PATRICIA GRIECO
002 2013-01-01 PATRICIA GRIECO
002 2012-01-01 IAN P. KORMAN IAN P. KORMAN 2013-08-16
002 2011-01-01 IAN P. KORMAN
002 2009-01-01 IAN P. KORMAN

Plan Statistics for MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN

401k plan membership statisitcs for MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN

Measure Date Value
2023: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 596
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 380
Number of retired or separated participants receiving benefits 2023-01-01 59
Number of other retired or separated participants entitled to future benefits 2023-01-01 268
Total of all active and inactive participants 2023-01-01 707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 707
Number of participants with account balances 2023-01-01 638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 28
2022: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 544
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 391
Number of retired or separated participants receiving benefits 2022-01-01 28
Number of other retired or separated participants entitled to future benefits 2022-01-01 177
Total of all active and inactive participants 2022-01-01 596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 596
Number of participants with account balances 2022-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 394
Number of retired or separated participants receiving benefits 2021-01-01 31
Number of other retired or separated participants entitled to future benefits 2021-01-01 119
Total of all active and inactive participants 2021-01-01 544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 544
Number of participants with account balances 2021-01-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 24
2020: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 403
Number of retired or separated participants receiving benefits 2020-01-01 30
Number of other retired or separated participants entitled to future benefits 2020-01-01 105
Total of all active and inactive participants 2020-01-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 539
Number of participants with account balances 2020-01-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 413
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 431
Number of participants with account balances 2019-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 577
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 426
Number of retired or separated participants receiving benefits 2018-01-01 27
Number of other retired or separated participants entitled to future benefits 2018-01-01 113
Total of all active and inactive participants 2018-01-01 566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 566
Number of participants with account balances 2018-01-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 456
Number of retired or separated participants receiving benefits 2017-01-01 13
Number of other retired or separated participants entitled to future benefits 2017-01-01 107
Total of all active and inactive participants 2017-01-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 577
Number of participants with account balances 2017-01-01 511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 27
2016: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 513
Number of retired or separated participants receiving benefits 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 135
Total of all active and inactive participants 2016-01-01 660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 662
Number of participants with account balances 2016-01-01 618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 552
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 541
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 80
Total of all active and inactive participants 2015-01-01 632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 633
Number of participants with account balances 2015-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 543
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 514
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 552
Number of participants with account balances 2014-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 530
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 543
Number of participants with account balances 2013-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 497
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 508
Number of participants with account balances 2012-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 317
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 327
Number of participants with account balances 2011-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 313
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 332
Number of participants with account balances 2009-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	596
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	380
Number of retired or separated participants receiving benefits	2023-01-01	59
Number of other retired or separated participants entitled to future benefits	2023-01-01	268
Total of all active and inactive participants	2023-01-01	707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	707
Number of participants with account balances	2023-01-01	638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	28
2022: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	544
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	391
Number of retired or separated participants receiving benefits	2022-01-01	28
Number of other retired or separated participants entitled to future benefits	2022-01-01	177
Total of all active and inactive participants	2022-01-01	596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	596
Number of participants with account balances	2022-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	394
Number of retired or separated participants receiving benefits	2021-01-01	31
Number of other retired or separated participants entitled to future benefits	2021-01-01	119
Total of all active and inactive participants	2021-01-01	544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	544
Number of participants with account balances	2021-01-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	24
2020: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	403
Number of retired or separated participants receiving benefits	2020-01-01	30
Number of other retired or separated participants entitled to future benefits	2020-01-01	105
Total of all active and inactive participants	2020-01-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	539
Number of participants with account balances	2020-01-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	413
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	431
Number of participants with account balances	2019-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	577
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	426
Number of retired or separated participants receiving benefits	2018-01-01	27
Number of other retired or separated participants entitled to future benefits	2018-01-01	113
Total of all active and inactive participants	2018-01-01	566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	566
Number of participants with account balances	2018-01-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	456
Number of retired or separated participants receiving benefits	2017-01-01	13
Number of other retired or separated participants entitled to future benefits	2017-01-01	107
Total of all active and inactive participants	2017-01-01	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	577
Number of participants with account balances	2017-01-01	511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	27
2016: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	513
Number of retired or separated participants receiving benefits	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	135
Total of all active and inactive participants	2016-01-01	660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	662
Number of participants with account balances	2016-01-01	618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	552
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	541
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	80
Total of all active and inactive participants	2015-01-01	632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	633
Number of participants with account balances	2015-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	543
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	514
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	552
Number of participants with account balances	2014-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	530
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	543
Number of participants with account balances	2013-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	497
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	508
Number of participants with account balances	2012-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	317
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	327
Number of participants with account balances	2011-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	313
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	332
Number of participants with account balances	2009-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN

Measure	Date	Value
2023 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,216,428
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$866,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$812,629
Expenses. Certain deemed distributions of participant loans	2023-12-31	$4,933
Value of total corrective distributions	2023-12-31	$303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,336,107
Value of total assets at end of year	2023-12-31	$15,633,197
Value of total assets at beginning of year	2023-12-31	$13,282,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$48,271
Total interest from all sources	2023-12-31	$18,509
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$425,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$425,788
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$886,621
Participant contributions at end of year	2023-12-31	$314,780
Participant contributions at beginning of year	2023-12-31	$269,858
Participant contributions at end of year	2023-12-31	$37,679
Participant contributions at beginning of year	2023-12-31	$33,114
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$167,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,350,292
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$15,633,197
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$13,282,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$13,310,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$11,167,320
Interest on participant loans	2023-12-31	$18,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,688,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,487,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,436,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$282,319
Employer contributions (assets) at end of year	2023-12-31	$282,349
Employer contributions (assets) at beginning of year	2023-12-31	$325,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$812,629
Contract administrator fees	2023-12-31	$48,271
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	GRASSI & CO., CPAS, P.C.
Accountancy firm EIN	2023-12-31	113266576
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$3,216,428
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$866,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$812,629
Expenses. Certain deemed distributions of participant loans	2023-01-01	$4,933
Value of total corrective distributions	2023-01-01	$303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,336,107
Value of total assets at end of year	2023-01-01	$15,633,197
Value of total assets at beginning of year	2023-01-01	$13,282,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$48,271
Total interest from all sources	2023-01-01	$18,509
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$425,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$425,788
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$3,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$886,621
Participant contributions at end of year	2023-01-01	$314,780
Participant contributions at beginning of year	2023-01-01	$269,858
Participant contributions at end of year	2023-01-01	$37,679
Participant contributions at beginning of year	2023-01-01	$33,114
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$167,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$2,350,292
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$15,633,197
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$13,282,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$13,310,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$11,167,320
Interest on participant loans	2023-01-01	$18,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$1,688,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$1,487,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,436,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$282,319
Employer contributions (assets) at end of year	2023-01-01	$282,349
Employer contributions (assets) at beginning of year	2023-01-01	$325,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$812,629
Contract administrator fees	2023-01-01	$48,271
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	3
Accountancy firm name	2023-01-01	GRASSI & CO., CPAS, P.C.
Accountancy firm EIN	2023-01-01	113266576
2022 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-935,822
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,492,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,420,350
Expenses. Certain deemed distributions of participant loans	2022-12-31	$12,597
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,413,197
Value of total assets at end of year	2022-12-31	$13,282,905
Value of total assets at beginning of year	2022-12-31	$15,710,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$59,063
Total interest from all sources	2022-12-31	$12,292
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$326,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$326,477
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$926,312
Participant contributions at end of year	2022-12-31	$269,858
Participant contributions at beginning of year	2022-12-31	$255,211
Participant contributions at end of year	2022-12-31	$33,114
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$160,312
Other income not declared elsewhere	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,427,832
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,282,905
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,710,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,167,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,229,552
Interest on participant loans	2022-12-31	$12,292
Interest earned on other investments	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,487,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$901,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,687,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$326,573
Employer contributions (assets) at end of year	2022-12-31	$325,546
Employer contributions (assets) at beginning of year	2022-12-31	$324,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,420,350
Contract administrator fees	2022-12-31	$59,063
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRASSI & CO., CPAS, P.C.
Accountancy firm EIN	2022-12-31	113266576
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-935,822
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,492,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,420,350
Expenses. Certain deemed distributions of participant loans	2022-01-01	$12,597
Value of total corrective distributions	2022-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,413,197
Value of total assets at end of year	2022-01-01	$13,282,905
Value of total assets at beginning of year	2022-01-01	$15,710,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$59,063
Total interest from all sources	2022-01-01	$12,292
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$326,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$326,477
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$3,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$926,312
Participant contributions at end of year	2022-01-01	$269,858
Participant contributions at beginning of year	2022-01-01	$255,211
Participant contributions at end of year	2022-01-01	$33,114
Participant contributions at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$160,312
Other income not declared elsewhere	2022-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-2,427,832
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$13,282,905
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$15,710,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$11,167,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$14,229,552
Interest on participant loans	2022-01-01	$12,292
Interest earned on other investments	2022-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$1,487,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$901,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-2,687,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$326,573
Employer contributions (assets) at end of year	2022-01-01	$325,546
Employer contributions (assets) at beginning of year	2022-01-01	$324,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,420,350
Contract administrator fees	2022-01-01	$59,063
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	GRASSI & CO., CPAS, P.C.
Accountancy firm EIN	2022-01-01	113266576
2021 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,828,731
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,500,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,445,656
Expenses. Certain deemed distributions of participant loans	2021-12-31	$-8,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,285,749
Value of total assets at end of year	2021-12-31	$15,710,737
Value of total assets at beginning of year	2021-12-31	$14,382,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,429
Total interest from all sources	2021-12-31	$30,541
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,771,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,771,830
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$822,553
Participant contributions at end of year	2021-12-31	$255,211
Participant contributions at beginning of year	2021-12-31	$205,780
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$139,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,328,013
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,710,737
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,382,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,229,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,499,056
Interest on participant loans	2021-12-31	$11,803
Interest earned on other investments	2021-12-31	$18,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$901,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,428,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-259,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$324,191
Employer contributions (assets) at end of year	2021-12-31	$324,191
Employer contributions (assets) at beginning of year	2021-12-31	$248,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,445,656
Contract administrator fees	2021-12-31	$63,429
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	360859910
2020 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,783,158
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$628,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$571,628
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,102,380
Value of total assets at end of year	2020-12-31	$14,382,724
Value of total assets at beginning of year	2020-12-31	$12,227,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,940
Total interest from all sources	2020-12-31	$37,738
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$400,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$400,113
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$824,040
Participant contributions at end of year	2020-12-31	$205,780
Participant contributions at beginning of year	2020-12-31	$279,893
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,154,819
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,382,724
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,227,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,499,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,647,035
Interest on participant loans	2020-12-31	$14,739
Interest earned on other investments	2020-12-31	$22,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,428,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,071,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,242,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$248,952
Employer contributions (assets) at end of year	2020-12-31	$248,952
Employer contributions (assets) at beginning of year	2020-12-31	$229,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$571,628
Contract administrator fees	2020-12-31	$52,940
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	360859910
2019 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,815,959
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$847,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$737,277
Expenses. Certain deemed distributions of participant loans	2019-12-31	$60,951
Value of total corrective distributions	2019-12-31	$397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$949,374
Value of total assets at end of year	2019-12-31	$12,227,905
Value of total assets at beginning of year	2019-12-31	$10,258,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48,416
Total interest from all sources	2019-12-31	$37,482
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$267,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$267,050
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$716,116
Participant contributions at end of year	2019-12-31	$279,893
Participant contributions at beginning of year	2019-12-31	$351,315
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,968,918
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,227,905
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,258,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,647,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,754,550
Interest on participant loans	2019-12-31	$16,604
Interest earned on other investments	2019-12-31	$20,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,071,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$939,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,562,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$231,322
Employer contributions (assets) at end of year	2019-12-31	$229,647
Employer contributions (assets) at beginning of year	2019-12-31	$213,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$737,277
Contract administrator fees	2019-12-31	$48,416
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	360859910
2018 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$559,426
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$501,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$433,308
Expenses. Certain deemed distributions of participant loans	2018-12-31	$18,549
Value of total corrective distributions	2018-12-31	$1,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,036,678
Value of total assets at end of year	2018-12-31	$10,258,987
Value of total assets at beginning of year	2018-12-31	$10,201,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,344
Total interest from all sources	2018-12-31	$35,462
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$299,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$299,830
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$650,191
Participant contributions at end of year	2018-12-31	$351,315
Participant contributions at beginning of year	2018-12-31	$331,958
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$172,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$57,487
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,258,987
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,201,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,754,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,769,939
Interest on participant loans	2018-12-31	$17,169
Interest earned on other investments	2018-12-31	$18,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$939,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$908,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-812,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$213,836
Employer contributions (assets) at end of year	2018-12-31	$213,836
Employer contributions (assets) at beginning of year	2018-12-31	$191,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$433,308
Contract administrator fees	2018-12-31	$48,344
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY
Accountancy firm EIN	2018-12-31	360859910
2017 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,043,478
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$647,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$616,325
Expenses. Certain deemed distributions of participant loans	2017-12-31	$25,336
Value of total corrective distributions	2017-12-31	$658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$925,209
Value of total assets at end of year	2017-12-31	$10,201,500
Value of total assets at beginning of year	2017-12-31	$8,805,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,687
Total interest from all sources	2017-12-31	$37,346
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$258,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$258,455
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$569,995
Participant contributions at end of year	2017-12-31	$331,958
Participant contributions at beginning of year	2017-12-31	$297,300
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$155,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,396,472
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,201,500
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,805,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,769,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,455,827
Interest on participant loans	2017-12-31	$13,909
Interest earned on other investments	2017-12-31	$23,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$908,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,879,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$822,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$199,535
Employer contributions (assets) at end of year	2017-12-31	$191,590
Employer contributions (assets) at beginning of year	2017-12-31	$172,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$616,325
Contract administrator fees	2017-12-31	$4,687
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY
Accountancy firm EIN	2017-12-31	360859910
2016 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,786,623
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$786,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$768,351
Expenses. Certain deemed distributions of participant loans	2016-12-31	$16,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,221,211
Value of total assets at end of year	2016-12-31	$8,805,028
Value of total assets at beginning of year	2016-12-31	$7,804,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,295
Total interest from all sources	2016-12-31	$42,605
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$219,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$219,838
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$568,445
Participant contributions at end of year	2016-12-31	$297,300
Participant contributions at beginning of year	2016-12-31	$297,770
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$480,090
Other income not declared elsewhere	2016-12-31	$1,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,000,111
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,805,028
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,804,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,455,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,616,227
Interest on participant loans	2016-12-31	$12,560
Interest earned on other investments	2016-12-31	$30,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,879,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,641,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$301,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$172,676
Employer contributions (assets) at end of year	2016-12-31	$172,676
Employer contributions (assets) at beginning of year	2016-12-31	$249,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$768,351
Contract administrator fees	2016-12-31	$1,295
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY
Accountancy firm EIN	2016-12-31	360859910
2015 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$711,985
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$420,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$418,294
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$713,970
Value of total assets at end of year	2015-12-31	$7,804,917
Value of total assets at beginning of year	2015-12-31	$7,513,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,475
Total interest from all sources	2015-12-31	$39,235
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$328,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$328,911
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$476,330
Participant contributions at end of year	2015-12-31	$297,770
Participant contributions at beginning of year	2015-12-31	$259,472
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$291,200
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,804,917
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,513,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,616,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,440,271
Interest on participant loans	2015-12-31	$11,096
Interest earned on other investments	2015-12-31	$28,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,641,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,556,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-370,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$222,694
Employer contributions (assets) at end of year	2015-12-31	$249,515
Employer contributions (assets) at beginning of year	2015-12-31	$257,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$418,294
Contract administrator fees	2015-12-31	$1,475
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY
Accountancy firm EIN	2015-12-31	360859910
2014 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,067,112
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$812,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$796,411
Expenses. Certain deemed distributions of participant loans	2014-12-31	$14,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$781,765
Value of total assets at end of year	2014-12-31	$7,513,717
Value of total assets at beginning of year	2014-12-31	$7,258,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,413
Total interest from all sources	2014-12-31	$48,573
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$345,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$345,400
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$458,288
Participant contributions at end of year	2014-12-31	$259,472
Participant contributions at beginning of year	2014-12-31	$245,877
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$65,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$254,747
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,513,717
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,258,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,440,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,225,389
Interest on participant loans	2014-12-31	$8,627
Interest earned on other investments	2014-12-31	$39,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,556,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,526,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-108,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$257,754
Employer contributions (assets) at end of year	2014-12-31	$257,754
Employer contributions (assets) at beginning of year	2014-12-31	$261,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$796,411
Contract administrator fees	2014-12-31	$1,413
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COHNREZNICK LLP
Accountancy firm EIN	2014-12-31	221478099
2013 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$368
Total income from all sources (including contributions)	2013-12-31	$1,602,009
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$992,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$988,742
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$733,293
Value of total assets at end of year	2013-12-31	$7,258,970
Value of total assets at beginning of year	2013-12-31	$6,650,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,513
Total interest from all sources	2013-12-31	$52,119
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$194,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$194,713
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$469,880
Participant contributions at end of year	2013-12-31	$245,877
Participant contributions at beginning of year	2013-12-31	$186,301
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$18,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$609,091
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,258,970
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,649,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,225,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,780,150
Interest on participant loans	2013-12-31	$8,467
Interest earned on other investments	2013-12-31	$43,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,526,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,399,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$621,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$263,413
Employer contributions (assets) at end of year	2013-12-31	$261,396
Employer contributions (assets) at beginning of year	2013-12-31	$263,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$988,742
Contract administrator fees	2013-12-31	$1,513
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HEGAR & CRAWFORD
Accountancy firm EIN	2013-12-31	221858603
2012 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,738
Total income from all sources (including contributions)	2012-12-31	$1,383,668
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$489,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$487,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$836,150
Value of total assets at end of year	2012-12-31	$6,650,247
Value of total assets at beginning of year	2012-12-31	$5,761,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,846
Total interest from all sources	2012-12-31	$7,826
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$95,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$95,030
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$503,590
Participant contributions at end of year	2012-12-31	$186,301
Participant contributions at beginning of year	2012-12-31	$180,772
Participant contributions at end of year	2012-12-31	$18,780
Participant contributions at beginning of year	2012-12-31	$19,692
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$69,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$5,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$5,738
Total non interest bearing cash at beginning of year	2012-12-31	$1,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$894,308
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,649,879
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,755,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,780,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,131,583
Interest on participant loans	2012-12-31	$7,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,399,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,145,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$444,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$263,396
Employer contributions (assets) at end of year	2012-12-31	$263,396
Employer contributions (assets) at beginning of year	2012-12-31	$276,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$487,514
Contract administrator fees	2012-12-31	$1,846
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HEGAR & CRAWFORD
Accountancy firm EIN	2012-12-31	221858603
2011 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,580
Total income from all sources (including contributions)	2011-12-31	$853,295
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$623,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$622,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$894,358
Value of total assets at end of year	2011-12-31	$5,761,309
Value of total assets at beginning of year	2011-12-31	$5,532,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,177
Total interest from all sources	2011-12-31	$6,774
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$110,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$110,436
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$617,369
Participant contributions at end of year	2011-12-31	$180,772
Participant contributions at beginning of year	2011-12-31	$158,542
Participant contributions at end of year	2011-12-31	$19,692
Participant contributions at beginning of year	2011-12-31	$21,620
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$276,989
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$6,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$5,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$6,580
Total non interest bearing cash at end of year	2011-12-31	$1,039
Total non interest bearing cash at beginning of year	2011-12-31	$1,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$229,655
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,755,571
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,525,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,131,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,135,154
Interest on participant loans	2011-12-31	$6,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,145,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,913,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-158,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$276,989
Employer contributions (assets) at beginning of year	2011-12-31	$293,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$622,463
Contract administrator fees	2011-12-31	$1,177
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HEGAR & CRAWFORD
Accountancy firm EIN	2011-12-31	221858603
2010 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,522
Total income from all sources (including contributions)	2010-12-31	$1,401,942
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$248,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$247,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$975,554
Value of total assets at end of year	2010-12-31	$5,532,496
Value of total assets at beginning of year	2010-12-31	$4,376,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$505
Total interest from all sources	2010-12-31	$50,656
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$65,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$65,445
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$588,449
Participant contributions at end of year	2010-12-31	$158,542
Participant contributions at end of year	2010-12-31	$21,620
Participant contributions at beginning of year	2010-12-31	$20,477
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$93,941
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$6,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$4,522
Total non interest bearing cash at end of year	2010-12-31	$1,039
Total non interest bearing cash at beginning of year	2010-12-31	$962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,153,619
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,525,916
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,372,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,135,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,141,415
Interest on participant loans	2010-12-31	$3,127
Interest earned on other investments	2010-12-31	$47,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,913,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$878,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$310,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$293,164
Employer contributions (assets) at end of year	2010-12-31	$293,164
Employer contributions (assets) at beginning of year	2010-12-31	$331,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$247,818
Contract administrator fees	2010-12-31	$505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HEGAR & CRAWFORD
Accountancy firm EIN	2010-12-31	221858603
2009 : MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN

2023: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894898-007

Policy instance

Insurance contract or identification number	894898-007
Number of Individuals Covered	47
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894898-007

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894898-007

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892473-007

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892473-007

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892473-007

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892473-007

Policy instance

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Company Name:	MASONIC CHARITY FOUNDATION OF NEW JERSEY
Employer identification number (EIN):	210634536
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0900036701

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	DOUG HACKER
002	2023-01-01
002	2023-01-01	ANDA DURSO
002	2022-01-01
002	2022-01-01	ANDA DURSO
002	2021-01-01
002	2021-01-01	ANDA DURSO
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PATRICIA GRIECO
002	2016-01-01	LEN WEISER	PATRICIA GRIECO	2017-10-10
002	2015-01-01	PATRICIA GRIECO
002	2014-01-01	PATRICIA GRIECO
002	2013-01-01	PATRICIA GRIECO
002	2012-01-01	IAN P. KORMAN	IAN P. KORMAN	2013-08-16
002	2011-01-01	IAN P. KORMAN
002	2009-01-01	IAN P. KORMAN