?>
Logo

EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

BERON JEWISH OLDER ADULT SERVICES has sponsored the creation of one or more 401k plans.

Company Name:BERON JEWISH OLDER ADULT SERVICES
Employer identification number (EIN):222172146
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ADRIENNE EPSTEIN2015-07-07
0012013-01-01ADRIENNE EPSTEIN2014-06-16
0012012-01-01ADRIENNE EPSTEIN2013-07-17
0012011-01-01ADRIENNE EPSTEIN2012-07-13
0012010-01-01ADRIENNE EPSTEIN
0012009-01-01ADRIENNE EPSTEIN

Plan Statistics for EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY

Measure Date Value
2018: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2018 401k membership
Market value of plan assets2018-12-31289,456
Acturial value of plan assets2018-12-31289,456
Funding target for retired participants and beneficiaries receiving payment2018-12-31110,123
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-3124,177
Active participant vested funding target2018-12-3193,628
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-3193,628
Total participant count2018-12-319
Total funding target for all participants2018-12-31227,928
Balance at beginning of prior year after applicable adjustments2018-12-3117,330
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3125,777
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3117,330
Amount remaining of prefunding balance2018-12-3125,777
Present value of excess contributions2018-12-316,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-317,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-31966
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3119,000
Balance of prefunding at beginning of current year2018-12-3129,698
Total employer contributions2018-12-3117,331
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3116,647
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3118,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,170
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-315,170
Contributions allocatedtoward minimum required contributions for current year2018-12-3116,647
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2017 401k membership
Market value of plan assets2017-12-31251,181
Acturial value of plan assets2017-12-31251,181
Funding target for retired participants and beneficiaries receiving payment2017-12-31107,434
Number of terminated vested participants2017-12-314
Fundng target for terminated vested participants2017-12-3121,133
Active participant vested funding target2017-12-3182,934
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-3182,934
Total participant count2017-12-319
Total funding target for all participants2017-12-31211,501
Balance at beginning of prior year after applicable adjustments2017-12-3116,259
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3124,183
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3116,259
Amount remaining of prefunding balance2017-12-3124,183
Present value of excess contributions2017-12-31562
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31596
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3117,330
Balance of prefunding at beginning of current year2017-12-3125,777
Total employer contributions2017-12-3112,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3111,635
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,000
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-315,000
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,635
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2016 401k membership
Market value of plan assets2016-12-31262,640
Acturial value of plan assets2016-12-31262,640
Funding target for retired participants and beneficiaries receiving payment2016-12-31109,342
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-3118,899
Active participant vested funding target2016-12-3176,006
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-3176,006
Total participant count2016-12-319
Total funding target for all participants2016-12-31204,247
Balance at beginning of prior year after applicable adjustments2016-12-3116,167
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3124,046
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3116,167
Amount remaining of prefunding balance2016-12-3124,046
Present value of excess contributions2016-12-3111,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3112,368
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-3116,259
Balance of prefunding at beginning of current year2016-12-3124,183
Total employer contributions2016-12-3112,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3111,611
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3129,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3111,049
Additional cash requirement2016-12-3111,049
Contributions allocatedtoward minimum required contributions for current year2016-12-3111,611
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2010: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY

Measure Date Value
2010 : EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2010 401k financial data
Total income from all sources2010-12-31$31,904
Expenses. Total of all expenses incurred2010-12-31$8,192
Benefits paid (including direct rollovers)2010-12-31$8,040
Total plan assets at end of year2010-12-31$180,425
Total plan assets at beginning of year2010-12-31$156,713
Value of fidelity bond covering the plan2010-12-31$5,000,000
Other income received2010-12-31$17,904
Net income (gross income less expenses)2010-12-31$23,712
Net plan assets at end of year (total assets less liabilities)2010-12-31$180,425
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$156,713
Total contributions received or receivable from employer(s)2010-12-31$14,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY

2010: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFITS PLAN OF JEWISH OLDER ADULT SERVICES OF ATLANTIC COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3