?>
Logo

SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 401k Plan overview

Plan NameSOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN
Plan identification number 001

SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY has sponsored the creation of one or more 401k plans.

Company Name:SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY
Employer identification number (EIN):237370024
NAIC Classification:611000

Additional information about SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900057963

More information about SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) 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
0012018-01-01
0012017-01-01RENA LIEBMAN
0012016-01-01RENA LIEBMAN
0012015-01-01RENA LIEBMAN
0012014-01-01RUTH GAFNI
0012013-01-01RUTH GAFNI
0012012-01-01RUTH GAFNI
0012011-01-01BARBARA SUPPES
0012010-01-01BARBARA SUPPES
0012009-01-01FRIEDA FRIEDMAN

Plan Statistics for SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN

401k plan membership statisitcs for SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN

Measure Date Value
2022: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01134
Number of participants with account balances2021-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01124
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01146
Number of participants with account balances2020-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01128
Total participants2019-01-01128
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01132
Total participants2018-01-01132
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01147
Total participants2017-01-01147
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01129
Total participants2015-01-01129
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Total of all active and inactive participants2014-01-01128
Total participants2014-01-01128
Number of participants with account balances2014-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01156
Total participants2012-01-01156
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01163
Total participants2011-01-01163
Number of participants with account balances2011-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01169
Total number of active participants reported on line 7a of the Form 55002010-01-0199
Number of other retired or separated participants entitled to future benefits2010-01-0157
Total of all active and inactive participants2010-01-01156
Total participants2010-01-01156
Number of participants with account balances2010-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0189
Total number of active participants reported on line 7a of the Form 55002009-01-0180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0192
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN

Measure Date Value
2022 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-953,420
Total of all expenses incurred2022-12-31$1,628,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,622,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$560,102
Value of total assets at end of year2022-12-31$6,775,550
Value of total assets at beginning of year2022-12-31$9,357,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,606
Total interest from all sources2022-12-31$284
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$104,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$104,778
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$343,364
Participant contributions at end of year2022-12-31$3,004
Participant contributions at beginning of year2022-12-31$10,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,581,470
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,775,550
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,357,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,391,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,616,090
Interest on participant loans2022-12-31$284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$380,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$730,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,618,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$216,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,622,444
Contract administrator fees2022-12-31$5,606
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2022-12-31221655803
2021 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,721,862
Total of all expenses incurred2021-12-31$543,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$536,540
Value of total corrective distributions2021-12-31$399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$651,288
Value of total assets at end of year2021-12-31$9,357,020
Value of total assets at beginning of year2021-12-31$8,178,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,264
Total interest from all sources2021-12-31$219
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$176,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$176,669
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$366,850
Participant contributions at end of year2021-12-31$10,287
Participant contributions at beginning of year2021-12-31$6,984
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,178,659
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,357,020
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,178,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,616,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,555,563
Interest on participant loans2021-12-31$219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$730,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$615,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$893,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$203,161
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$536,334
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2021-12-31221655803
2020 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,584,543
Total of all expenses incurred2020-12-31$660,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$653,122
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$579,556
Value of total assets at end of year2020-12-31$8,178,361
Value of total assets at beginning of year2020-12-31$7,253,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,906
Total interest from all sources2020-12-31$5,875
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$104,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$104,221
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$363,032
Participant contributions at end of year2020-12-31$6,984
Participant contributions at beginning of year2020-12-31$19,651
Participant contributions at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$924,515
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,178,361
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,253,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$180
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,555,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,819,803
Interest on participant loans2020-12-31$728
Interest earned on other investments2020-12-31$5,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$615,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$414,392
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$894,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$216,524
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$653,122
Contract administrator fees2020-12-31$6,726
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2020-12-31221655803
2019 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,469,629
Total of all expenses incurred2019-12-31$583,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$576,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,298,793
Value of total assets at end of year2019-12-31$7,253,846
Value of total assets at beginning of year2019-12-31$5,367,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,671
Total interest from all sources2019-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$114,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$114,678
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$341,952
Participant contributions at end of year2019-12-31$19,651
Participant contributions at beginning of year2019-12-31$654
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$734,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,886,046
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,253,846
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,367,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,819,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,966,297
Interest on participant loans2019-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$414,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$400,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,056,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$222,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$576,912
Contract administrator fees2019-12-31$6,671
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2019-12-31221655803
2018 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$193,539
Total of all expenses incurred2018-12-31$624,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$619,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$560,597
Value of total assets at end of year2018-12-31$5,367,800
Value of total assets at beginning of year2018-12-31$5,798,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,333
Total interest from all sources2018-12-31$6,278
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$88,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$88,623
Administrative expenses professional fees incurred2018-12-31$299
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$334,656
Participant contributions at end of year2018-12-31$654
Participant contributions at beginning of year2018-12-31$26,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-431,120
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,367,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,798,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,966,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,258,708
Interest on participant loans2018-12-31$909
Interest earned on other investments2018-12-31$5,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$400,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$513,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-461,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$225,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$619,326
Contract administrator fees2018-12-31$5,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DORMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2018-12-31221655803
2017 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,697,604
Total of all expenses incurred2017-12-31$2,364,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,352,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$831,736
Value of total assets at end of year2017-12-31$5,798,920
Value of total assets at beginning of year2017-12-31$6,465,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,554
Total interest from all sources2017-12-31$12,826
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$105,842
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$350,403
Participant contributions at end of year2017-12-31$26,784
Participant contributions at beginning of year2017-12-31$5,372
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$245,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-666,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,798,920
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,465,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,258,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,366,482
Interest on participant loans2017-12-31$1,154
Interest earned on other investments2017-12-31$11,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$513,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,093,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$747,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$235,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,352,874
Contract administrator fees2017-12-31$11,554
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DORFMAN ABRAMS MUSIC, LLC
Accountancy firm EIN2017-12-31221655803
2016 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$998,467
Total of all expenses incurred2016-12-31$118,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$106,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$665,509
Value of total assets at end of year2016-12-31$6,465,744
Value of total assets at beginning of year2016-12-31$5,585,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,209
Total interest from all sources2016-12-31$471
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$74,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$74,256
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$329,276
Participant contributions at end of year2016-12-31$5,372
Participant contributions at beginning of year2016-12-31$16,248
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$93,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$879,808
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,465,744
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,585,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,366,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,551,186
Interest on participant loans2016-12-31$471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,093,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,018,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$258,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$243,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$106,450
Contract administrator fees2016-12-31$12,209
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2016-12-31221655803
2015 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$496,071
Total of all expenses incurred2015-12-31$530,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$512,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$530,031
Value of total assets at end of year2015-12-31$5,585,936
Value of total assets at beginning of year2015-12-31$5,619,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,950
Total interest from all sources2015-12-31$12,524
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$47,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$47,504
Administrative expenses professional fees incurred2015-12-31$7,029
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$291,459
Participant contributions at end of year2015-12-31$16,248
Participant contributions at beginning of year2015-12-31$26,588
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-34,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,585,936
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,619,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,551,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,579,713
Interest on participant loans2015-12-31$917
Interest earned on other investments2015-12-31$11,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,018,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,013,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-93,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$236,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$512,130
Contract administrator fees2015-12-31$10,921
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2015-12-31221655803
2014 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$806,684
Total of all expenses incurred2014-12-31$850,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$830,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$513,992
Value of total assets at end of year2014-12-31$5,619,945
Value of total assets at beginning of year2014-12-31$5,663,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,272
Total interest from all sources2014-12-31$18,378
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$92,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$92,835
Administrative expenses professional fees incurred2014-12-31$9,956
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$288,180
Participant contributions at end of year2014-12-31$26,588
Participant contributions at beginning of year2014-12-31$36,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-43,370
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,619,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,663,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,579,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,369,456
Interest on participant loans2014-12-31$1,371
Interest earned on other investments2014-12-31$17,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,013,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,257,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$181,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$225,812
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$830,782
Contract administrator fees2014-12-31$9,316
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2014-12-31221655803
2013 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,147,918
Total of all expenses incurred2013-12-31$391,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$377,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$470,516
Value of total assets at end of year2013-12-31$5,663,315
Value of total assets at beginning of year2013-12-31$4,907,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,642
Total interest from all sources2013-12-31$18,059
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$63,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$63,204
Administrative expenses professional fees incurred2013-12-31$6,740
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$258,402
Participant contributions at end of year2013-12-31$36,587
Participant contributions at beginning of year2013-12-31$44,599
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$756,156
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,663,315
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,907,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,369,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,759,721
Interest on participant loans2013-12-31$1,717
Interest earned on other investments2013-12-31$16,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,257,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,102,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$596,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$212,114
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$377,120
Contract administrator fees2013-12-31$7,902
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2013-12-31221655803
2012 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$891,700
Total of all expenses incurred2012-12-31$953,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$946,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$470,625
Value of total assets at end of year2012-12-31$4,907,159
Value of total assets at beginning of year2012-12-31$4,968,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,406
Total interest from all sources2012-12-31$21,153
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$52,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$52,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$490,848
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,377
Participant contributions at end of year2012-12-31$44,599
Participant contributions at beginning of year2012-12-31$11,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-61,610
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,907,159
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,968,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,759,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,792,152
Interest on participant loans2012-12-31$1,177
Interest earned on other investments2012-12-31$19,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,102,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,154,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$347,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$237,248
Employer contributions (assets) at end of year2012-12-31$662
Employer contributions (assets) at beginning of year2012-12-31$10,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$946,904
Contract administrator fees2012-12-31$6,406
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2012-12-31221655803
2011 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$509,399
Total of all expenses incurred2011-12-31$414,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$408,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$500,819
Value of total assets at end of year2011-12-31$4,968,769
Value of total assets at beginning of year2011-12-31$4,873,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,239
Total interest from all sources2011-12-31$28,417
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$49,325
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$496,877
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$247,330
Participant contributions at end of year2011-12-31$11,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$94,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,968,769
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,873,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,792,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,609,111
Interest earned on other investments2011-12-31$28,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,154,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,262,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-69,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$253,489
Employer contributions (assets) at end of year2011-12-31$10,618
Employer contributions (assets) at beginning of year2011-12-31$2,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$408,356
Contract administrator fees2011-12-31$6,239
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2011-12-31221655803
2010 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$36,729
Total income from all sources (including contributions)2010-12-31$922,185
Total of all expenses incurred2010-12-31$113,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$108,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$501,301
Value of total assets at end of year2010-12-31$4,873,965
Value of total assets at beginning of year2010-12-31$4,102,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,326
Total interest from all sources2010-12-31$29,187
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$40,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$40,340
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$232,499
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$52,359
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,534
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$20,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$808,343
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,873,965
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,102,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,609,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,054,808
Interest earned on other investments2010-12-31$29,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,262,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$994,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$351,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$260,268
Employer contributions (assets) at end of year2010-12-31$2,467
Employer contributions (assets) at beginning of year2010-12-31$354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$88,115
Contract administrator fees2010-12-31$5,326
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DORFMAN ABRAMS MUSIC LLC
Accountancy firm EIN2010-12-31221655803
2009 : SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 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 SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN

2022: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $178
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees178
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered130
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $345
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees345
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $255
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees255
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered117
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $316
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees316
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered121
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $481
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees481
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,120
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1120
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameINTAC ACTUARIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,620
Total amount of fees paid to insurance companyUSD $928
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameINTAC ACTUARIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered135
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,190
Total amount of fees paid to insurance companyUSD $1,241
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,190
Insurance broker organization code?3
Amount paid for insurance broker fees1241
Additional information about fees paid to insurance brokerREFERRAL/ SERVICE FEE
Insurance broker nameINTAC ACTUARIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered125
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,868
Total amount of fees paid to insurance companyUSD $4,583
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,868
Insurance broker organization code?3
Amount paid for insurance broker fees4583
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameINTAC ACTUARIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered90
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,668
Total amount of fees paid to insurance companyUSD $3,584
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,668
Insurance broker organization code?3
Amount paid for insurance broker fees3584
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameINTAC ACTUARIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,819
Total amount of fees paid to insurance companyUSD $2,980
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered91
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,067
Total amount of fees paid to insurance companyUSD $2,027
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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