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NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 401k Plan overview

Plan NameNEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN
Plan identification number 002

NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW JERSEY INSTITUTE FOR DISABILITIES has sponsored the creation of one or more 401k plans.

Company Name:NEW JERSEY INSTITUTE FOR DISABILITIES
Employer identification number (EIN):221554528
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01
0022017-09-01
0022016-09-01ROBERT J. GROSS
0022015-09-01ROBERT J. GROSS
0022014-09-01ROB GROSS
0022013-09-01ROBERT J. GROSS
0022012-09-01ROBERT J. FERRARA ROBERT J. GROSS2014-06-12
0022011-09-01ROBERT J. FERRARA ROBERT J. GROSS2014-06-12
0022009-09-01ROBERT FERRARA ROB GROSS2011-06-15

Plan Statistics for NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN

401k plan membership statisitcs for NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN

Measure Date Value
2021: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01483
Total number of active participants reported on line 7a of the Form 55002021-09-01328
Number of retired or separated participants receiving benefits2021-09-0110
Number of other retired or separated participants entitled to future benefits2021-09-01106
Total of all active and inactive participants2021-09-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01444
Number of participants with account balances2021-09-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01376
Total number of active participants reported on line 7a of the Form 55002020-09-01312
Number of retired or separated participants receiving benefits2020-09-015
Number of other retired or separated participants entitled to future benefits2020-09-01116
Total of all active and inactive participants2020-09-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01433
Number of participants with account balances2020-09-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01353
Total number of active participants reported on line 7a of the Form 55002019-09-01314
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0124
Total of all active and inactive participants2019-09-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01338
Number of participants with account balances2019-09-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01385
Total number of active participants reported on line 7a of the Form 55002018-09-01234
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-01119
Total of all active and inactive participants2018-09-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01353
Number of participants with account balances2018-09-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01433
Total number of active participants reported on line 7a of the Form 55002017-09-01298
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0187
Total of all active and inactive participants2017-09-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01385
Number of participants with account balances2017-09-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01408
Total number of active participants reported on line 7a of the Form 55002016-09-01308
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01125
Total of all active and inactive participants2016-09-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01433
Number of participants with account balances2016-09-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01383
Total number of active participants reported on line 7a of the Form 55002015-09-01265
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-01143
Total of all active and inactive participants2015-09-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01408
Number of participants with account balances2015-09-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01396
Total number of active participants reported on line 7a of the Form 55002014-09-01278
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-01105
Total of all active and inactive participants2014-09-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01383
Number of participants with account balances2014-09-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01459
Total number of active participants reported on line 7a of the Form 55002013-09-01347
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0192
Total of all active and inactive participants2013-09-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-013
Total participants2013-09-01442
Number of participants with account balances2013-09-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01453
Total number of active participants reported on line 7a of the Form 55002012-09-01327
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0196
Total of all active and inactive participants2012-09-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-015
Total participants2012-09-01428
Number of participants with account balances2012-09-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01353
Total number of active participants reported on line 7a of the Form 55002011-09-01331
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0192
Total of all active and inactive participants2011-09-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-012
Total participants2011-09-01425
Number of participants with account balances2011-09-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01633
Total number of active participants reported on line 7a of the Form 55002009-09-01231
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-01115
Total of all active and inactive participants2009-09-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01346
Number of participants with account balances2009-09-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN

Measure Date Value
2022 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-2,335,622
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$3,092,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$3,007,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$1,298,768
Value of total assets at end of year2022-08-31$30,210,170
Value of total assets at beginning of year2022-08-31$35,638,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$85,419
Total interest from all sources2022-08-31$19,485
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$1,897,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$1,897,583
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$1,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Participant contributions at end of year2022-08-31$494,664
Participant contributions at beginning of year2022-08-31$429,288
Assets. Other investments not covered elsewhere at end of year2022-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-08-31$0
Other income not declared elsewhere2022-08-31$-33,422
Total non interest bearing cash at end of year2022-08-31$33,142
Total non interest bearing cash at beginning of year2022-08-31$27,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-5,428,108
Value of net assets at end of year (total assets less liabilities)2022-08-31$30,210,170
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$35,638,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$7,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$23,487,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$28,304,708
Interest on participant loans2022-08-31$19,485
Value of interest in common/collective trusts at end of year2022-08-31$6,065,453
Value of interest in common/collective trusts at beginning of year2022-08-31$6,649,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-5,581,417
Net investment gain or loss from common/collective trusts2022-08-31$63,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$1,298,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$3,007,067
Asset. Corporate debt instrument debt (other) at end of year2022-08-31$118,472
Asset. Corporate debt instrument debt (other) at beginning of year2022-08-31$133,324
Contract administrator fees2022-08-31$78,196
Assets. Corporate common stocks other than exployer securities at end of year2022-08-31$11,373
Assets. Corporate common stocks other than exployer securities at beginning of year2022-08-31$94,464
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31SOBEL & CO. LLC
Accountancy firm EIN2022-08-31221430039
2021 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$7,060,028
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$1,250,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$1,159,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$1,184,242
Value of total assets at end of year2021-08-31$35,638,278
Value of total assets at beginning of year2021-08-31$29,828,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$91,218
Total interest from all sources2021-08-31$20,649
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$902,784
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$902,784
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$1,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Participant contributions at end of year2021-08-31$429,288
Participant contributions at beginning of year2021-08-31$372,340
Total non interest bearing cash at end of year2021-08-31$27,331
Total non interest bearing cash at beginning of year2021-08-31$106,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$5,809,402
Value of net assets at end of year (total assets less liabilities)2021-08-31$35,638,278
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$29,828,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$28,304,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$22,421,663
Interest on participant loans2021-08-31$20,649
Value of interest in common/collective trusts at end of year2021-08-31$6,649,163
Value of interest in common/collective trusts at beginning of year2021-08-31$6,573,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$4,928,778
Net investment gain or loss from common/collective trusts2021-08-31$23,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$1,184,242
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$43,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$1,159,408
Asset. Corporate debt instrument debt (other) at end of year2021-08-31$133,324
Asset. Corporate debt instrument debt (other) at beginning of year2021-08-31$290,799
Contract administrator fees2021-08-31$91,218
Assets. Corporate common stocks other than exployer securities at end of year2021-08-31$94,464
Assets. Corporate common stocks other than exployer securities at beginning of year2021-08-31$20,462
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31SOBEL & CO. LLC
Accountancy firm EIN2021-08-31221430039
2020 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$4,489,254
Total loss/gain on sale of assets2020-08-31$62,721
Total of all expenses incurred2020-08-31$2,164,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$2,086,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$1,165,297
Value of total assets at end of year2020-08-31$29,828,876
Value of total assets at beginning of year2020-08-31$27,504,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$78,224
Total interest from all sources2020-08-31$37,387
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$747,208
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$746,387
Administrative expenses professional fees incurred2020-08-31$78,224
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$1,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Participant contributions at end of year2020-08-31$372,340
Participant contributions at beginning of year2020-08-31$512,318
Other income not declared elsewhere2020-08-31$8
Total non interest bearing cash at end of year2020-08-31$106,513
Total non interest bearing cash at beginning of year2020-08-31$35,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$2,324,458
Value of net assets at end of year (total assets less liabilities)2020-08-31$29,828,876
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$27,504,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$22,421,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$19,855,533
Interest on participant loans2020-08-31$23,799
Interest earned on other investments2020-08-31$13,588
Value of interest in common/collective trusts at end of year2020-08-31$6,573,431
Value of interest in common/collective trusts at beginning of year2020-08-31$6,684,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$2,337,209
Net investment gain or loss from common/collective trusts2020-08-31$139,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$1,165,297
Employer contributions (assets) at end of year2020-08-31$43,668
Employer contributions (assets) at beginning of year2020-08-31$40,832
Income. Dividends from common stock2020-08-31$821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$2,086,572
Asset. Corporate debt instrument debt (other) at end of year2020-08-31$290,799
Asset. Corporate debt instrument debt (other) at beginning of year2020-08-31$351,830
Assets. Corporate common stocks other than exployer securities at end of year2020-08-31$20,462
Assets. Corporate common stocks other than exployer securities at beginning of year2020-08-31$23,461
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$3,802,329
Aggregate carrying amount (costs) on sale of assets2020-08-31$3,739,608
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31SOBEL & CO. LLC
Accountancy firm EIN2020-08-31221430039
2019 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-08-31$1,804,691
Total loss/gain on sale of assets2019-08-31$-111,605
Total of all expenses incurred2019-08-31$1,701,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,625,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$1,135,045
Value of total assets at end of year2019-08-31$27,504,418
Value of total assets at beginning of year2019-08-31$27,401,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$76,822
Total interest from all sources2019-08-31$37,538
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$929,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$929,283
Administrative expenses professional fees incurred2019-08-31$76,822
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$1,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Funding deficiency by the employer to the plan for this plan year2019-08-31$0
Minimum employer required contribution for this plan year2019-08-31$1,135,045
Amount contributed by the employer to the plan for this plan year2019-08-31$1,135,045
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Participant contributions at end of year2019-08-31$512,318
Participant contributions at beginning of year2019-08-31$544,762
Total non interest bearing cash at end of year2019-08-31$35,643
Total non interest bearing cash at beginning of year2019-08-31$87,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$102,773
Value of net assets at end of year (total assets less liabilities)2019-08-31$27,504,418
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$27,401,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$19,855,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$19,392,047
Interest on participant loans2019-08-31$26,211
Interest earned on other investments2019-08-31$11,327
Value of interest in common/collective trusts at end of year2019-08-31$6,684,801
Value of interest in common/collective trusts at beginning of year2019-08-31$7,091,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-334,403
Net investment gain or loss from common/collective trusts2019-08-31$148,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$1,135,045
Employer contributions (assets) at end of year2019-08-31$40,832
Employer contributions (assets) at beginning of year2019-08-31$39,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,625,096
Asset. Corporate debt instrument debt (other) at end of year2019-08-31$351,830
Asset. Corporate debt instrument debt (other) at beginning of year2019-08-31$214,379
Assets. Corporate common stocks other than exployer securities at end of year2019-08-31$23,461
Assets. Corporate common stocks other than exployer securities at beginning of year2019-08-31$31,800
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$4,230,433
Aggregate carrying amount (costs) on sale of assets2019-08-31$4,342,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31SOBEL & CO. LLC
Accountancy firm EIN2019-08-31221430039
2018 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-08-31$3,626,886
Total loss/gain on sale of assets2018-08-31$158,322
Total of all expenses incurred2018-08-31$2,703,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$2,617,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$1,133,334
Value of total assets at end of year2018-08-31$27,401,645
Value of total assets at beginning of year2018-08-31$26,478,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$86,340
Total interest from all sources2018-08-31$23,100
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$785,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$785,131
Administrative expenses professional fees incurred2018-08-31$86,340
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,000,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Funding deficiency by the employer to the plan for this plan year2018-08-31$0
Minimum employer required contribution for this plan year2018-08-31$1,091,880
Amount contributed by the employer to the plan for this plan year2018-08-31$1,091,880
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Participant contributions at end of year2018-08-31$544,762
Participant contributions at beginning of year2018-08-31$527,709
Other income not declared elsewhere2018-08-31$6
Total non interest bearing cash at end of year2018-08-31$87,390
Total non interest bearing cash at beginning of year2018-08-31$52,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$923,469
Value of net assets at end of year (total assets less liabilities)2018-08-31$27,401,645
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$26,478,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$19,392,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$18,257,863
Interest on participant loans2018-08-31$23,100
Value of interest in common/collective trusts at end of year2018-08-31$7,091,422
Value of interest in common/collective trusts at beginning of year2018-08-31$7,388,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$1,399,517
Net investment gain or loss from common/collective trusts2018-08-31$127,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$1,133,334
Employer contributions (assets) at end of year2018-08-31$39,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$2,617,077
Asset. Corporate debt instrument debt (other) at end of year2018-08-31$214,379
Asset. Corporate debt instrument debt (other) at beginning of year2018-08-31$211,396
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$31,800
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$40,597
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$5,518,774
Aggregate carrying amount (costs) on sale of assets2018-08-31$5,360,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31SOBEL & CO. LLC
Accountancy firm EIN2018-08-31221430039
2017 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$18,413
Total unrealized appreciation/depreciation of assets2017-08-31$18,413
Total income from all sources (including contributions)2017-08-31$3,467,639
Total loss/gain on sale of assets2017-08-31$328,642
Total of all expenses incurred2017-08-31$2,454,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$2,437,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,108,204
Value of total assets at end of year2017-08-31$26,478,176
Value of total assets at beginning of year2017-08-31$25,465,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$17,789
Total interest from all sources2017-08-31$21,005
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$746,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$746,154
Administrative expenses professional fees incurred2017-08-31$16,788
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Participant contributions at end of year2017-08-31$527,709
Participant contributions at beginning of year2017-08-31$462,255
Other income not declared elsewhere2017-08-31$5,251
Total non interest bearing cash at end of year2017-08-31$52,213
Total non interest bearing cash at beginning of year2017-08-31$300,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$1,012,807
Value of net assets at end of year (total assets less liabilities)2017-08-31$26,478,176
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$25,465,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$1,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$18,257,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$16,883,448
Interest on participant loans2017-08-31$21,005
Value of interest in common/collective trusts at end of year2017-08-31$7,388,398
Value of interest in common/collective trusts at beginning of year2017-08-31$7,780,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$1,178,917
Net investment gain or loss from common/collective trusts2017-08-31$61,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$1,108,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$2,437,043
Asset. Corporate debt instrument debt (other) at end of year2017-08-31$211,396
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$40,597
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$38,816
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$29,806,833
Aggregate carrying amount (costs) on sale of assets2017-08-31$29,478,191
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31SOBEL & CO. LLC
Accountancy firm EIN2017-08-31221430039
2016 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-08-31$2,604,881
Total loss/gain on sale of assets2016-08-31$-16,163
Total of all expenses incurred2016-08-31$1,050,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,047,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,133,637
Value of total assets at end of year2016-08-31$25,465,369
Value of total assets at beginning of year2016-08-31$23,910,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$2,617
Total interest from all sources2016-08-31$18,161
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$823,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$2,325
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Funding deficiency by the employer to the plan for this plan year2016-08-31$0
Minimum employer required contribution for this plan year2016-08-31$1,133,637
Amount contributed by the employer to the plan for this plan year2016-08-31$1,133,637
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Participant contributions at end of year2016-08-31$462,255
Participant contributions at beginning of year2016-08-31$482,244
Other income not declared elsewhere2016-08-31$29
Total non interest bearing cash at end of year2016-08-31$300,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$1,554,461
Value of net assets at end of year (total assets less liabilities)2016-08-31$25,465,369
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$23,910,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$292
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$16,883,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$15,725,782
Interest on participant loans2016-08-31$18,161
Value of interest in common/collective trusts at end of year2016-08-31$7,780,119
Value of interest in common/collective trusts at beginning of year2016-08-31$7,702,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$598,269
Net investment gain or loss from common/collective trusts2016-08-31$47,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,133,637
Income. Dividends from common stock2016-08-31$823,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,047,803
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$38,816
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$10,098,560
Aggregate carrying amount (costs) on sale of assets2016-08-31$10,114,723
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31SOBEL & CO, LLC
Accountancy firm EIN2016-08-31221430039
2015 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-127
Total unrealized appreciation/depreciation of assets2015-08-31$-127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$1,280,159
Total loss/gain on sale of assets2015-08-31$142,102
Total of all expenses incurred2015-08-31$720,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$667,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,285,095
Value of total assets at end of year2015-08-31$23,910,908
Value of total assets at beginning of year2015-08-31$23,351,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$53,697
Total interest from all sources2015-08-31$46,366
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$178,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$178,376
Administrative expenses professional fees incurred2015-08-31$53,697
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,000,000
If this is an individual account plan, was there a blackout period2015-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Funding deficiency by the employer to the plan for this plan year2015-08-31$0
Minimum employer required contribution for this plan year2015-08-31$1,278,429
Amount contributed by the employer to the plan for this plan year2015-08-31$1,278,429
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Participant contributions at end of year2015-08-31$482,244
Participant contributions at beginning of year2015-08-31$527,978
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$6,666
Other income not declared elsewhere2015-08-31$27,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$559,332
Value of net assets at end of year (total assets less liabilities)2015-08-31$23,910,908
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$23,351,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$15,725,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$10,588,940
Interest on participant loans2015-08-31$21,174
Interest earned on other investments2015-08-31$25,192
Value of interest in common/collective trusts at end of year2015-08-31$7,702,882
Value of interest in common/collective trusts at beginning of year2015-08-31$12,234,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-400,488
Net investment gain or loss from common/collective trusts2015-08-31$1,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$1,278,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$667,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-08-31Yes
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$26,634,930
Aggregate carrying amount (costs) on sale of assets2015-08-31$26,492,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31SOBEL & CO, LLC
Accountancy firm EIN2015-08-31221430039
2014 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$3,646,248
Total loss/gain on sale of assets2014-08-31$654
Total of all expenses incurred2014-08-31$361,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$264,762
Expenses. Certain deemed distributions of participant loans2014-08-31$-2,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,312,182
Value of total assets at end of year2014-08-31$23,351,576
Value of total assets at beginning of year2014-08-31$20,067,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$99,241
Total interest from all sources2014-08-31$19,878
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$595,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$595,511
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Funding deficiency by the employer to the plan for this plan year2014-08-31$0
Minimum employer required contribution for this plan year2014-08-31$1,312,182
Amount contributed by the employer to the plan for this plan year2014-08-31$1,312,182
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Participant contributions at end of year2014-08-31$527,978
Participant contributions at beginning of year2014-08-31$441,301
Other income not declared elsewhere2014-08-31$-320
Administrative expenses (other) incurred2014-08-31$99,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$3,284,283
Value of net assets at end of year (total assets less liabilities)2014-08-31$23,351,576
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$20,067,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$10,588,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$8,699,266
Interest on participant loans2014-08-31$19,878
Value of interest in common/collective trusts at end of year2014-08-31$12,234,658
Value of interest in common/collective trusts at beginning of year2014-08-31$10,926,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$858,231
Net investment gain or loss from common/collective trusts2014-08-31$860,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$1,312,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$264,762
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$654
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31SOBEL & CO, LLC
Accountancy firm EIN2014-08-31221430039
2013 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-4,937
Total unrealized appreciation/depreciation of assets2013-08-31$-4,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$2,983,458
Total loss/gain on sale of assets2013-08-31$10,939
Total of all expenses incurred2013-08-31$792,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$702,251
Expenses. Certain deemed distributions of participant loans2013-08-31$1,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,300,615
Value of total assets at end of year2013-08-31$20,067,293
Value of total assets at beginning of year2013-08-31$17,876,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$88,439
Total interest from all sources2013-08-31$17,814
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$466,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$466,808
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Funding deficiency by the employer to the plan for this plan year2013-08-31$0
Minimum employer required contribution for this plan year2013-08-31$1,300,615
Amount contributed by the employer to the plan for this plan year2013-08-31$1,300,615
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Participant contributions at end of year2013-08-31$441,301
Participant contributions at beginning of year2013-08-31$432,493
Other income not declared elsewhere2013-08-31$84
Administrative expenses (other) incurred2013-08-31$88,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$2,190,883
Value of net assets at end of year (total assets less liabilities)2013-08-31$20,067,293
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$17,876,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$8,699,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$7,675,706
Interest on participant loans2013-08-31$17,814
Value of interest in common/collective trusts at end of year2013-08-31$10,926,726
Value of interest in common/collective trusts at beginning of year2013-08-31$9,768,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$595,302
Net investment gain or loss from common/collective trusts2013-08-31$596,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$1,300,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$702,251
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$23,480
Aggregate carrying amount (costs) on sale of assets2013-08-31$12,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31SOBEL & CO., LLC
Accountancy firm EIN2013-08-31221430039
2012 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$2,359,044
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$999,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$914,119
Expenses. Certain deemed distributions of participant loans2012-08-31$4,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,276,512
Value of total assets at end of year2012-08-31$17,876,410
Value of total assets at beginning of year2012-08-31$16,516,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$80,810
Total interest from all sources2012-08-31$17,773
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$40,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$40,657
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Funding deficiency by the employer to the plan for this plan year2012-08-31$0
Minimum employer required contribution for this plan year2012-08-31$1,280,766
Amount contributed by the employer to the plan for this plan year2012-08-31$1,280,766
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Participant contributions at end of year2012-08-31$432,493
Participant contributions at beginning of year2012-08-31$382,297
Other income not declared elsewhere2012-08-31$33,864
Administrative expenses (other) incurred2012-08-31$80,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,359,572
Value of net assets at end of year (total assets less liabilities)2012-08-31$17,876,410
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$16,516,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$7,675,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$7,096,395
Interest on participant loans2012-08-31$17,773
Value of interest in common/collective trusts at end of year2012-08-31$9,768,211
Value of interest in common/collective trusts at beginning of year2012-08-31$9,038,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$551,482
Net investment gain or loss from common/collective trusts2012-08-31$438,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,276,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$914,119
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31SOBEL & CO., LLC
Accountancy firm EIN2012-08-31221430039
2011 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$2,507,785
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$732,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$658,038
Value of total corrective distributions2011-08-31$2,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,335,533
Value of total assets at end of year2011-08-31$16,516,838
Value of total assets at beginning of year2011-08-31$14,741,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$71,601
Total interest from all sources2011-08-31$20,182
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$35,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$35,343
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,200,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$1,292,177
Amount contributed by the employer to the plan for this plan year2011-08-31$1,292,177
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Participant contributions at end of year2011-08-31$382,297
Participant contributions at beginning of year2011-08-31$436,586
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$39,134
Other income not declared elsewhere2011-08-31$27,140
Administrative expenses (other) incurred2011-08-31$71,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,775,777
Value of net assets at end of year (total assets less liabilities)2011-08-31$16,516,838
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$14,741,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$7,096,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$5,860,431
Interest on participant loans2011-08-31$20,182
Value of interest in common/collective trusts at end of year2011-08-31$9,038,146
Value of interest in common/collective trusts at beginning of year2011-08-31$8,444,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$688,058
Net investment gain or loss from common/collective trusts2011-08-31$401,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$1,296,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$658,038
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31SOBEL & COMPANY, LLC
Accountancy firm EIN2011-08-31221430039
2010 : NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0
Funding deficiency by the employer to the plan for this plan year2010-08-31$0
Minimum employer required contribution for this plan year2010-08-31$1,285,828
Amount contributed by the employer to the plan for this plan year2010-08-31$1,285,828

Form 5500 Responses for NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN

2021: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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