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ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ASSOCIATION FOR JEWISH STUDIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION FOR JEWISH STUDIES, INC.
Employer identification number (EIN):237078939
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01WARREN HOFFMAN WARREN HOFFMAN2019-06-27
0012017-01-01WARREN HOFFMAN WARREN HOFFMAN2018-10-11
0012016-01-01
0012016-01-01
0012015-01-01RONA SHERAMY2016-07-21
0012014-01-01RONA SHERAMY2015-07-27
0012013-01-01RONA SHERAMY2014-07-16
0012012-01-01RONA SHERAMY2013-07-10
0012011-01-01RONA SHERAMY2012-07-05
0012010-01-01RONA SHERAMY2011-07-08
0012009-01-01RONA SHERAMY

Plan Statistics for ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0112
Number of participants with account balances2021-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-111,212
Expenses. Total of all expenses incurred2022-12-31$171,847
Benefits paid (including direct rollovers)2022-12-31$171,777
Total plan assets at end of year2022-12-31$1,098,411
Total plan assets at beginning of year2022-12-31$1,381,470
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$51,456
Other income received2022-12-31$-202,778
Net income (gross income less expenses)2022-12-31$-283,059
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,098,411
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,381,470
Total contributions received or receivable from employer(s)2022-12-31$40,110
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$70
2021 : ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$278,903
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$1,381,470
Total plan assets at beginning of year2021-12-31$1,102,567
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$55,030
Other income received2021-12-31$183,170
Net income (gross income less expenses)2021-12-31$278,903
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,381,470
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,102,567
Total contributions received or receivable from employer(s)2021-12-31$40,703
2020 : ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$239,334
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,102,567
Total plan assets at beginning of year2020-12-31$863,233
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$54,300
Other income received2020-12-31$143,373
Net income (gross income less expenses)2020-12-31$239,334
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,102,567
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$863,233
Total contributions received or receivable from employer(s)2020-12-31$41,661
2019 : ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$228,675
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$863,233
Total plan assets at beginning of year2019-12-31$634,558
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$48,925
Other income received2019-12-31$139,669
Net income (gross income less expenses)2019-12-31$228,675
Net plan assets at end of year (total assets less liabilities)2019-12-31$863,233
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$634,558
Total contributions received or receivable from employer(s)2019-12-31$40,081
2018 : ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$42,203
Expenses. Total of all expenses incurred2018-12-31$9
Total plan assets at end of year2018-12-31$634,558
Total plan assets at beginning of year2018-12-31$592,364
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$41,327
Other income received2018-12-31$-31,952
Net income (gross income less expenses)2018-12-31$42,194
Net plan assets at end of year (total assets less liabilities)2018-12-31$634,558
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$592,364
Total contributions received or receivable from employer(s)2018-12-31$32,828
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9
2017 : ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$149,578
Expenses. Total of all expenses incurred2017-12-31$20,640
Benefits paid (including direct rollovers)2017-12-31$20,640
Total plan assets at end of year2017-12-31$592,364
Total plan assets at beginning of year2017-12-31$463,426
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$31,421
Other income received2017-12-31$86,331
Net income (gross income less expenses)2017-12-31$128,938
Net plan assets at end of year (total assets less liabilities)2017-12-31$592,364
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$463,426
Total contributions received or receivable from employer(s)2017-12-31$31,826

Form 5500 Responses for ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

2022: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2009: ASSOCIATION FOR JEWISH STUDIES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388029
Policy instance 1
Insurance contract or identification number388029
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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