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TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF ST. JOSEPH VALLEY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF ST. JOSEPH VALLEY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF ST. JOSEPH VALLEY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

JEWISH FEDERATION OF ST. JOSEPH VAL LEY has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF ST. JOSEPH VAL LEY
Employer identification number (EIN):350941124
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 FEDERATION OF ST. JOSEPH VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MOSHE KRUGER2024-10-14
0012022-01-01MOSHE KRUGER2024-04-10
0012021-01-01MOSHE KRUGER2022-10-14
0012020-01-01MOSHE KRUGER2021-07-28
0012020-01-01MOSHE KRUGER2021-07-28
0012019-01-01MOSHE KRUGER2020-07-16
0012018-01-01BENJAMIN DAVIS2019-05-22
0012017-01-01BENJAMIN DAVIS2018-06-25 BENJAMIN DAVIS2018-06-25
0012016-01-01BENJAMIN DAVIS2017-05-24 BEN DAVIS2017-05-24
0012015-01-01BENJAMIN DAVIS2016-05-19 BEN DAVIS2016-05-19
0012014-01-01BENJAMIN DAVIS2015-04-24 BEN DAVIS2015-04-24
0012013-01-01BENJAMIN DAVIS2014-06-02 BEN DAVIS2014-06-02
0012012-01-01DEBRA BARTON GRANT2013-06-06
0012011-01-01DEBRA BARTON GRANT2012-05-10 DEBRA BARTON GRANT2012-05-10
0012010-01-01DEBRA BARTON GRANT2011-07-07

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF ST. JOSEPH VALLEY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF ST. JOSEPH VALLEY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1017899
Net assets as of the end of the plan year2025-10-10322255
Total assets as of the beginning of the plan year2025-10-10238841
Value of plan covered by a fidelity bond2025-10-10100000
Participant contributions to plan in this plan year2025-10-1031998
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-1053497
Plan net income in this plan year2025-10-1083414
Net assets as of the end of the plan year2025-10-10322255
Net assets as of the beginning of the plan year2025-10-10238841
Employer contributions to plan in this plan year2025-10-1015818
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1038
2024 : TAX DEFERRED ANNUITY PLAN OF JEWISH FEDERATION OF ST. JOSEPH VALLEY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1428440
Net assets as of the end of the plan year2024-10-14238841
Total assets as of the beginning of the plan year2024-10-14188719
Value of plan covered by a fidelity bond2024-10-14100000
Participant contributions to plan in this plan year2024-10-1429500
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1435779
Plan net income in this plan year2024-10-1450122
Net assets as of the end of the plan year2024-10-14238841
Net assets as of the beginning of the plan year2024-10-14188719
Employer contributions to plan in this plan year2024-10-1413283
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1426

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