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EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEWISH FAMILY SERVICE OF THE CINCIN NATI AREA has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY SERVICE OF THE CINCIN NATI AREA
Employer identification number (EIN):310744786
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RITA ALTIMARI2024-07-01
0022022-01-01RITA ALTIMARI2023-03-15
0022021-01-01RITA ALTIMARI2022-07-14
0022020-01-01RITA ALTIMARI2021-10-04
0022019-01-01RITA ALTIMARI2020-07-28
0022018-01-01RITA ALTIMARI2019-07-10
0022017-01-01KIMBERLY EPPERT2018-07-30
0022016-01-01BETH SCHWARTZ2017-07-21 BETH SCHWARTZ2017-07-21
0022015-01-01BETH SCHWARTZ2016-07-28 BETH SCHWARTZ2016-07-28
0022014-01-01BETH SCHWARTZ2015-06-26 BETH SCHWARTZ2015-06-26
0022013-01-01BETH SCHWARTZ2015-06-26 BETH SCHWARTZ2015-06-26
0022012-01-01BETH SCHWARTZ2013-07-22 BETH SCHWARTZ2013-07-22
0022011-01-01BETH SCHWARTZ2013-07-22 BETH SCHWARTZ2013-07-22
0022010-01-01BETH SCHWARTZ2011-10-03 BETH SCHWARTZ2011-10-03

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA 2025 401k membership
Total number of particpants at beginning of year2025-07-0986
Total number of particpants at end of year2025-07-0983
Number of Participants With Account Balances2025-07-0982
2024: EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA 2024 401k membership
Total number of particpants at beginning of year2024-07-0176
Total number of particpants at end of year2024-07-0179
Number of Participants With Account Balances2024-07-0178

Financial Data on EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-09636814
Net assets as of the end of the plan year2025-07-092481043
Total assets as of the beginning of the plan year2025-07-092509569
Value of plan covered by a fidelity bond2025-07-09400000
Participant contributions to plan in this plan year2025-07-09146457
Value of participant loans at end of plan year2025-07-0912318
Other income to plan in this plan year2025-07-09370323
Plan net income in this plan year2025-07-09-28526
Net assets as of the end of the plan year2025-07-092481043
Net assets as of the beginning of the plan year2025-07-092509569
Employer contributions to plan in this plan year2025-07-0991508
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0915527
2024 : EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICE OF THE CINCINNATI AREA 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-01286645
Net assets as of the end of the plan year2024-07-012509569
Total assets as of the beginning of the plan year2024-07-012151899
Value of plan covered by a fidelity bond2024-07-01400000
Participant contributions to plan in this plan year2024-07-01129527
Value of participant loans at end of plan year2024-07-0113573
Other income to plan in this plan year2024-07-01432895
Plan net income in this plan year2024-07-01357670
Net assets as of the end of the plan year2024-07-012509569
Net assets as of the beginning of the plan year2024-07-012151899
Employer contributions to plan in this plan year2024-07-0181893
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0113845

Potentially related plans

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