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TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

JEWISH COMMUNITY CENTER has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY CENTER
Employer identification number (EIN):340714555
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KYLE ARCE2024-09-30
0022022-01-01VICKI KLINE2023-07-18
0022021-01-01VICKI KLINE2022-05-19
0022020-01-01VICKI KLINE2021-07-06
0022019-01-01VICKI KLINE2020-09-18
0022017-01-01VICKI L KLINE2018-05-23 VICKI L KLINE2018-05-23
0022016-01-01VICKI L KLINE2017-05-17 VICKI L KLINE2017-05-17
0022015-01-01VICKI L KLINE2016-05-31 VICKI L KLINE2016-05-31
0022013-01-01VICKI L KLINE2014-05-15 VICKI L KLINE2014-05-15
0022012-01-01VICKI KLINE2013-04-23 VICKI KLINE2013-04-23
0022011-01-01VICKI KLINE2013-02-06 VICKI KLINE2013-02-06
0022010-01-01VICKI KLINE2013-02-11 VICKI KLINE2013-02-11

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 2025 401k membership
Total number of particpants at beginning of year2025-07-213
Total number of particpants at end of year2025-07-213
Number of Participants With Account Balances2025-07-213
2024: TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 2024 401k membership
Total number of particpants at beginning of year2024-09-304
Total number of particpants at end of year2024-09-303
Number of Participants With Account Balances2024-09-303
2022: TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 2022 401k membership
Total number of particpants at beginning of year2022-05-194
Total number of particpants at end of year2022-05-194
Number of Participants With Account Balances2022-05-194

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-21300000
Net assets as of the end of the plan year2025-07-21482792
Total assets as of the beginning of the plan year2025-07-21749232
Value of plan covered by a fidelity bond2025-07-2125000
Participant contributions to plan in this plan year2025-07-214600
Value of participant loans at end of plan year2025-07-217601
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2128960
Plan net income in this plan year2025-07-21-266440
Net assets as of the end of the plan year2025-07-21482792
Net assets as of the beginning of the plan year2025-07-21749232
Employer contributions to plan in this plan year2025-07-210
Fees paid to broker by Benefit Provider2025-07-21105
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-210
2024 : TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-3041766
Net assets as of the end of the plan year2024-09-30749232
Total assets as of the beginning of the plan year2024-09-30724882
Value of plan covered by a fidelity bond2024-09-3025000
Participant contributions to plan in this plan year2024-09-3034800
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-3031316
Plan net income in this plan year2024-09-3024350
Net assets as of the end of the plan year2024-09-30749232
Net assets as of the beginning of the plan year2024-09-30724882
Employer contributions to plan in this plan year2024-09-300
Fees paid to broker by Benefit Provider2024-09-3023
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-300
2022 : TAX DEFERRED ANNUITY PLAN OF JEWISH COMMUNITY CENTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-1924
Net assets as of the end of the plan year2022-05-19689616
Total assets as of the beginning of the plan year2022-05-19628941
Value of plan covered by a fidelity bond2022-05-1925000
Participant contributions to plan in this plan year2022-05-1930793
Other expenses paid from plan in this plan year2022-05-1924
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-1929906
Plan net income in this plan year2022-05-1960675
Net assets as of the end of the plan year2022-05-19689616
Net assets as of the beginning of the plan year2022-05-19628941
Employer contributions to plan in this plan year2022-05-190
Fees paid to broker by Benefit Provider2022-05-19139

Potentially related plans

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