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| Plan Name | TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF THE DESERT |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JEWISH FAMILY SERVICE OF THE DESERT |
| Employer identification number (EIN): | 330613083 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about JEWISH FAMILY SERVICE OF THE DESERT
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1994-08-24 |
| Company Identification Number: | C1911873 |
| Legal Registered Office Address: |
490 S Farrell Dr Ste C-208 Palm Springs United States of America (USA) 92262 |
More information about JEWISH FAMILY SERVICE OF THE DESERT
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-07-01 | JAMES MANALAD | 2024-01-19 | ||
| 002 | 2021-07-01 | JAMES MANALAD | 2023-01-27 | ||
| 002 | 2020-07-01 | JAMES MANALAD | 2022-01-27 | ||
| 002 | 2019-07-01 | JAMES MANALAD | 2021-01-04 | ||
| 002 | 2019-07-01 | JAMES MANALAD | 2021-01-04 | ||
| 002 | 2018-07-01 | MAUREEN FORMAN | 2019-12-24 | ||
| 002 | 2017-07-01 | MAUREEN FORMAN | 2019-01-28 | ||
| 002 | 2016-07-01 | MAUREEN FORMAN | 2017-12-08 | MAUREEN FORMAN | 2017-12-08 |
| 002 | 2015-01-01 | CIARA GAIL | 2016-07-14 | CIARA GAIL | 2016-07-14 |
| 002 | 2014-01-01 | MAUREEN FORMAN | 2015-07-17 | MAUREEN FORMAN | 2015-07-17 |
| 002 | 2013-01-01 | MAUREEN FORMAN | 2014-04-30 | MAUREEN FORMAN | 2014-04-30 |
| 002 | 2012-01-01 | MICHELLE ANSTADT | 2013-07-17 | MICHELLE ANSTADT | 2013-07-17 |
| 002 | 2011-01-01 | MICHELLE ANSTADT | 2012-09-27 | MICHELLE ANSTADT | 2012-09-27 |
| 002 | 2010-01-01 | MICHELLE ANSTADT | 2011-08-23 | MICHELLE ANSTADT | 2011-08-23 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF THE DESERT 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-02-17 | 29 |
| Total number of particpants at end of year | 2025-02-17 | 34 |
| Number of Participants With Account Balances | 2025-02-17 | 26 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF THE DESERT 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-02-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-02-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-17 | 370046 |
| Net assets as of the end of the plan year | 2025-02-17 | 1068520 |
| Total assets as of the beginning of the plan year | 2025-02-17 | 1136091 |
| Value of plan covered by a fidelity bond | 2025-02-17 | 150000 |
| Participant contributions to plan in this plan year | 2025-02-17 | 133193 |
| Other expenses paid from plan in this plan year | 2025-02-17 | 0 |
| Other contributions to plan in this plan year | 2025-02-17 | 0 |
| Other income to plan in this plan year | 2025-02-17 | 103977 |
| Plan net income in this plan year | 2025-02-17 | -67571 |
| Net assets as of the end of the plan year | 2025-02-17 | 1068520 |
| Net assets as of the beginning of the plan year | 2025-02-17 | 1136091 |
| Employer contributions to plan in this plan year | 2025-02-17 | 65305 |
| Fees paid to broker by Benefit Provider | 2025-02-17 | 226 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-17 | 226 |