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THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 401k Plan overview

Plan NameTHE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN
Plan identification number 003

THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY
Employer identification number (EIN):221500549
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ELWOOD CLASS2024-09-10
0032022-01-01ELWOOD CLASS2023-09-22
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-07-01LESLIE KORNFELD2015-05-12
0032013-07-01LESLIE KORNFELD2014-07-29 LESLIE KORNFELD2014-07-29
0032012-07-01LESLIE KORNFELD2014-01-06 LESLIE KORNFELD2014-01-06
0032012-03-01LESLIE KORNFELD2013-04-03 LESLIE KORNFELD2013-04-03

Plan Statistics for THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN

401k plan membership statisitcs for THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN

Measure Date Value
2025: THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0824
Total number of particpants at end of year2025-04-0825
Number of Participants With Account Balances2025-04-0823
2024: THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1025
Total number of particpants at end of year2024-09-1023
Number of Participants With Account Balances2024-09-1023
2022: THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1419
Total number of particpants at end of year2022-07-1418
Number of Participants With Account Balances2022-07-1417

Financial Data on THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN

Measure Date Value
2025 : THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-084425
Net assets as of the end of the plan year2025-04-082588788
Total assets as of the beginning of the plan year2025-04-082174690
Value of plan covered by a fidelity bond2025-04-08250000
Participant contributions to plan in this plan year2025-04-0877538
Other income to plan in this plan year2025-04-08296340
Plan net income in this plan year2025-04-08414098
Net assets as of the end of the plan year2025-04-082588788
Net assets as of the beginning of the plan year2025-04-082174690
Employer contributions to plan in this plan year2025-04-0844645
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-08843
2024 : THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-10181932
Net assets as of the end of the plan year2024-09-102174690
Total assets as of the beginning of the plan year2024-09-101959260
Value of plan covered by a fidelity bond2024-09-10250000
Participant contributions to plan in this plan year2024-09-1062030
Other income to plan in this plan year2024-09-10294834
Plan net income in this plan year2024-09-10215430
Net assets as of the end of the plan year2024-09-102174690
Net assets as of the beginning of the plan year2024-09-101959260
Employer contributions to plan in this plan year2024-09-1040498
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-10170
2022 : THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-1414199
Net assets as of the end of the plan year2022-07-142166924
Total assets as of the beginning of the plan year2022-07-141780046
Value of plan covered by a fidelity bond2022-07-14250000
Participant contributions to plan in this plan year2022-07-1472496
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-1426345
Other income to plan in this plan year2022-07-14258584
Plan net income in this plan year2022-07-14386878
Net assets as of the end of the plan year2022-07-142166924
Net assets as of the beginning of the plan year2022-07-141780046
Employer contributions to plan in this plan year2022-07-1443652
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14150

Potentially related plans

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