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NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 401k Plan overview

Plan NameNEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN
Plan identification number 002

NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

NEW JERSEY SYMPHONY ORCHESTRA has sponsored the creation of one or more 401k plans.

Company Name:NEW JERSEY SYMPHONY ORCHESTRA
Employer identification number (EIN):221559422
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01DENISE JAFFE-ALTSCHULER2022-11-10 DENISE JAFFE-ALTSCHULER2022-11-10
0022020-09-01DENISE JAFFE2021-11-04
0022019-09-01DENISE JAFFE2020-11-05
0022018-09-01DENISE JAFFE2020-01-06 DENISE JAFFE2020-01-06
0022017-09-01DENISE JAFFE2019-01-31
0022016-09-01DENISE JAFFE2018-02-23
0022015-09-01DENISE JAFFE
0022014-09-01ROXANNE KAM ROXANNE KAM2016-03-30
0022013-09-01ROXANNE KAM ROXANNE KAM2015-03-31
0022012-09-01ROXANNE KAM
0022011-09-01ROXANNE KAM
0022010-09-01ROXANNE KAM
0022009-09-01ROXANNE KAM
0022009-09-01ROXANNE KAM

Plan Statistics for NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN

401k plan membership statisitcs for NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN

Measure Date Value
2015: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-0127
Total number of active participants reported on line 7a of the Form 55002015-09-0128
Total of all active and inactive participants2015-09-0128
Total participants2015-09-0128
2014: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-0125
Total number of active participants reported on line 7a of the Form 55002014-09-0127
Total of all active and inactive participants2014-09-0127
Total participants2014-09-0127
2013: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0125
Total number of active participants reported on line 7a of the Form 55002013-09-0125
Total of all active and inactive participants2013-09-0125
Total participants2013-09-0125
2012: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0124
Total number of active participants reported on line 7a of the Form 55002012-09-0124
Total of all active and inactive participants2012-09-0124
Total participants2012-09-0124
2011: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0124
Total number of active participants reported on line 7a of the Form 55002011-09-0124
Total of all active and inactive participants2011-09-0124
Total participants2011-09-0124
2010: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-0120
Total number of active participants reported on line 7a of the Form 55002010-09-0120
Total of all active and inactive participants2010-09-0120
Total participants2010-09-0120
2009: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-010
Total number of active participants reported on line 7a of the Form 55002009-09-0117
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-0117

Financial Data on NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN

Measure Date Value
2016 : NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-08-31$66,879
Expenses. Total of all expenses incurred2016-08-31$30,789
Benefits paid (including direct rollovers)2016-08-31$29,345
Total plan assets at end of year2016-08-31$510,735
Total plan assets at beginning of year2016-08-31$474,645
Expenses. Other expenses not covered elsewhere2016-08-31$1,444
Other income received2016-08-31$33,360
Net income (gross income less expenses)2016-08-31$36,090
Net plan assets at end of year (total assets less liabilities)2016-08-31$510,735
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$474,645
Total contributions received or receivable from employer(s)2016-08-31$33,519
2015 : NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-08-31$59,823
Expenses. Total of all expenses incurred2015-08-31$10,440
Total plan assets at end of year2015-08-31$474,661
Total plan assets at beginning of year2015-08-31$425,278
Expenses. Other expenses not covered elsewhere2015-08-31$10,440
Net income (gross income less expenses)2015-08-31$49,383
Net plan assets at end of year (total assets less liabilities)2015-08-31$474,661
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$425,278
Total contributions received or receivable from employer(s)2015-08-31$59,823
2014 : NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-08-31$85,871
Expenses. Total of all expenses incurred2014-08-31$1,250
Total plan assets at end of year2014-08-31$425,278
Total plan assets at beginning of year2014-08-31$340,657
Expenses. Other expenses not covered elsewhere2014-08-31$1,250
Other income received2014-08-31$34,897
Net income (gross income less expenses)2014-08-31$84,621
Net plan assets at end of year (total assets less liabilities)2014-08-31$425,278
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$340,657
Total contributions received or receivable from employer(s)2014-08-31$50,974
2013 : NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-08-31$491
Expenses. Total of all expenses incurred2013-08-31$59,497
Benefits paid (including direct rollovers)2013-08-31$58,184
Total plan assets at end of year2013-08-31$340,657
Total plan assets at beginning of year2013-08-31$278,170
Expenses. Other expenses not covered elsewhere2013-08-31$1,313
Other income received2013-08-31$491
Net income (gross income less expenses)2013-08-31$-59,006
Net plan assets at end of year (total assets less liabilities)2013-08-31$340,657
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$278,170
2012 : NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-08-31$1,200
Expenses. Total of all expenses incurred2012-08-31$62,639
Benefits paid (including direct rollovers)2012-08-31$62,639
Total plan assets at end of year2012-08-31$278,170
Total plan assets at beginning of year2012-08-31$202,159
Other income received2012-08-31$1,200
Net income (gross income less expenses)2012-08-31$-61,439
Net plan assets at end of year (total assets less liabilities)2012-08-31$278,170
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$202,159
2011 : NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-08-31$1,000
Expenses. Total of all expenses incurred2011-08-31$114,147
Benefits paid (including direct rollovers)2011-08-31$114,147
Total plan assets at end of year2011-08-31$202,159
Total plan assets at beginning of year2011-08-31$183,710
Other income received2011-08-31$1,000
Net income (gross income less expenses)2011-08-31$-113,147
Net plan assets at end of year (total assets less liabilities)2011-08-31$202,159
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$183,710

Form 5500 Responses for NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN

2015: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: NEW JERSEY SYMPHONY ORCHESTRA 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 SYMPHONY ORCHESTRA 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 SYMPHONY ORCHESTRA 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 SYMPHONY ORCHESTRA RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
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
2010: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: NEW JERSEY SYMPHONY ORCHESTRA RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
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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