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JEWISH FEDERATION OF READING TSA RETIREMENT PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF READING TSA RETIREMENT PLAN
Plan identification number 001

JEWISH FEDERATION OF READING TSA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

JEWISH FEDERATION OF READING has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF READING
Employer identification number (EIN):231728784
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FEDERATION OF READING TSA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN CHARTOCK2024-06-27
0012022-01-01BRIAN CHARTOCK2023-06-08
0012021-01-01WILLIAM D. FRANKLIN2022-05-03
0012020-01-01WILLIAM D. FRANKLIN2021-05-28
0012019-01-01WILLIAM D. FRANKLIN2020-06-04
0012018-01-01WILLIAM D. FRANKLIN2019-06-17
0012017-01-01WILLIAM D. FRANKLIN2018-06-11
0012016-01-01WILLIAM D. FRANKLIN2017-06-05
0012015-01-01WILLIAM D. FRANKLIN2016-06-10
0012014-01-01WILLIAM D. FRANKLIN2015-07-21
0012013-01-01TAMMY MITGANG2014-07-16
0012012-01-01TAMMY K. MITGANG2013-07-12 TAMMY K. MITGANG2013-07-12
0012011-01-01TAMMY K. MITGANG2012-07-17 TAMMY K. MITGANG2012-07-17
0012010-01-01FAME BRUBAKER2011-08-16

Financial Data on JEWISH FEDERATION OF READING TSA RETIREMENT PLAN

Measure Date Value
2025 : JEWISH FEDERATION OF READING TSA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10265038
Net assets as of the end of the plan year2025-07-10214906
Total assets as of the beginning of the plan year2025-07-10399817
Value of plan covered by a fidelity bond2025-07-1030000
Participant contributions to plan in this plan year2025-07-107630
Other income to plan in this plan year2025-07-1064182
Plan net income in this plan year2025-07-10-184911
Net assets as of the end of the plan year2025-07-10214906
Net assets as of the beginning of the plan year2025-07-10399817
Employer contributions to plan in this plan year2025-07-108315
Fees paid to broker by Benefit Provider2025-07-10489
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1075
2024 : JEWISH FEDERATION OF READING TSA RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-27487
Net assets as of the end of the plan year2024-06-27399817
Total assets as of the beginning of the plan year2024-06-27323082
Value of plan covered by a fidelity bond2024-06-2730000
Participant contributions to plan in this plan year2024-06-278741
Other income to plan in this plan year2024-06-2760096
Plan net income in this plan year2024-06-2776735
Net assets as of the end of the plan year2024-06-27399817
Net assets as of the beginning of the plan year2024-06-27323082
Employer contributions to plan in this plan year2024-06-278385
Fees paid to broker by Benefit Provider2024-06-27430
2022 : JEWISH FEDERATION OF READING TSA RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-0353070
Net assets as of the end of the plan year2022-05-03369586
Total assets as of the beginning of the plan year2022-05-03339406
Value of plan covered by a fidelity bond2022-05-0330000
Participant contributions to plan in this plan year2022-05-0315759
Other income to plan in this plan year2022-05-0351467
Plan net income in this plan year2022-05-0330180
Net assets as of the end of the plan year2022-05-03369586
Net assets as of the beginning of the plan year2022-05-03339406
Employer contributions to plan in this plan year2022-05-0316024
Fees paid to broker by Benefit Provider2022-05-03360
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0375

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