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TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA Benefits

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

401k Sponsoring company profile

JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PENNSYLVANIA
Employer identification number (EIN):240796936
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01GARY BERNSTEIN2022-10-14 GARY BERNSTEIN2022-10-14
0032020-01-01GARY BERNSTEIN2021-06-11 GARY BERNSTEIN2021-06-11
0032019-01-01GARY BERNSTEIN2021-06-11 GARY BERNSTEIN2021-06-11
0032018-01-01GARY BERNSTEIN2021-06-11 GARY BERNSTEIN2021-06-11
0032017-01-01LENARD ZIMMERMAN2018-10-31
0032016-01-01LENARD ZIMMERMAN2018-10-31
0032016-01-01LENARD ZIMMERMAN2018-10-31
0032015-01-01WILLIAM H. JAMES, JR.2016-07-28

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA 2025 401k membership
Total number of particpants at beginning of year2025-05-153
Total number of particpants at end of year2025-05-150
Number of Participants With Account Balances2025-05-150

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY ALLIANCE OF NORTHEASTERN PA 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-150
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-159135
Net assets as of the end of the plan year2025-05-150
Total assets as of the beginning of the plan year2025-05-159097
Participant contributions to plan in this plan year2025-05-150
Other expenses paid from plan in this plan year2025-05-1510
Other contributions to plan in this plan year2025-05-150
Other income to plan in this plan year2025-05-1538
Plan net income in this plan year2025-05-15-9097
Net assets as of the end of the plan year2025-05-150
Net assets as of the beginning of the plan year2025-05-159097
Employer contributions to plan in this plan year2025-05-150
Fees paid to broker by Benefit Provider2025-05-150

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