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TAX DEFERRED ANNUITY OR 403(B) 401k Plan overview

Plan NameTAX DEFERRED ANNUITY OR 403(B)
Plan identification number 001

TAX DEFERRED ANNUITY OR 403(B) 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.
  • 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 FAMILY SERVICE OF THE LEHIGH VALLEY has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY
Employer identification number (EIN):232301360
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY OR 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01DEBBIE ZOLLER2022-05-06
0012021-01-01DEBBIE ZOLLER2023-05-03
0012020-01-01DEBBIE ZOLLER2021-02-26
0012020-01-01DEBBIE ZOLLER2021-09-22
0012020-01-01DEBBIE ZOLLER2022-05-06
0012019-01-01DEBBIE ZOLLER2020-06-23
0012018-01-01DEBBIE ZOLLER2019-06-28 DEBBIE ZOLLER2019-06-28
0012017-01-01DEBBIE ZOLLER2018-08-30
0012016-01-01ANNA THOMAS2017-03-03
0012014-01-01ANNA THOMAS2015-03-12
0012013-01-01ANNA THOMAS2014-05-02
0012012-01-01ANNA THOMAS2013-05-24
0012011-01-01PHYLLIS RINGEL2012-02-24
0012010-01-01ANNA THOMAS2011-02-11

Plan Statistics for TAX DEFERRED ANNUITY OR 403(B)

401k plan membership statisitcs for TAX DEFERRED ANNUITY OR 403(B)

Measure Date Value
2025: TAX DEFERRED ANNUITY OR 403(B) 2025 401k membership
Total number of particpants at beginning of year2025-06-0919
Total number of particpants at end of year2025-06-0918
Number of Participants With Account Balances2025-06-0912
2024: TAX DEFERRED ANNUITY OR 403(B) 2024 401k membership
Total number of particpants at beginning of year2024-04-1718
Total number of particpants at end of year2024-04-1719
Number of Participants With Account Balances2024-04-178

Financial Data on TAX DEFERRED ANNUITY OR 403(B)

Measure Date Value
2025 : TAX DEFERRED ANNUITY OR 403(B) 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-090
Total liabilities as of the beginning of the plan year2025-06-090
Total expenses incurred by plan in this plan year2025-06-094076
Net assets as of the end of the plan year2025-06-091457417
Total assets as of the beginning of the plan year2025-06-091157441
Value of plan covered by a fidelity bond2025-06-09125000
Participant contributions to plan in this plan year2025-06-09175189
Other contributions to plan in this plan year2025-06-090
Other income to plan in this plan year2025-06-09103711
Plan net income in this plan year2025-06-09299976
Net assets as of the end of the plan year2025-06-091457417
Net assets as of the beginning of the plan year2025-06-091157441
Employer contributions to plan in this plan year2025-06-0925152
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0932
2024 : TAX DEFERRED ANNUITY OR 403(B) 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-170
Total liabilities as of the beginning of the plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-17158978
Net assets as of the end of the plan year2024-04-171157441
Total assets as of the beginning of the plan year2024-04-171032670
Value of plan covered by a fidelity bond2024-04-17125000
Participant contributions to plan in this plan year2024-04-17151753
Other income to plan in this plan year2024-04-17113103
Plan net income in this plan year2024-04-17124771
Net assets as of the end of the plan year2024-04-171157441
Net assets as of the beginning of the plan year2024-04-171032670
Employer contributions to plan in this plan year2024-04-1718893
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1724

Potentially related plans

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