401k Plan data: JEWISH HOME AND AGING SERVICES 403B PLAN plan

JEWISH HOME AND AGING SERVICES 403B PLAN 401k Plan overview

Plan Name	JEWISH HOME AND AGING SERVICES 403B PLAN
Plan identification number	001

JEWISH HOME AND AGING SERVICES 403B PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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 HOME AND AGING SERVICES has sponsored the creation of one or more 401k plans.

Company Name: JEWISH HOME AND AGING SERVICES

Employer identification number (EIN): 381358398

NAIC Classification: 531310

Additional information about JEWISH HOME AND AGING SERVICES

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 863150

More information about JEWISH HOME AND AGING SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH HOME AND AGING SERVICES 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MICHAEL MCEVILLY JANUARY BOLF 2015-10-15
001 2013-01-01 MICHAEL MCEVILLY JANUARY BOLF 2014-10-15
001 2012-01-01 MICHAEL MCEVILLY JANUARY BOLF 2013-10-15
001 2011-01-01 MICHAEL MCEVILLY JANUARY BOLF 2012-10-15
001 2010-01-01 MICHAEL MCEVILLY LORENE SUIDAN 2011-08-02
001 2009-01-01 MICHAEL MCEVILLY DEBRA BOUDON 2010-10-15
001 2009-01-01 MICHAEL MCEVILLY DEBRA BOURDON 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	MICHAEL MCEVILLY	JANUARY BOLF	2015-10-15
001	2013-01-01	MICHAEL MCEVILLY	JANUARY BOLF	2014-10-15
001	2012-01-01	MICHAEL MCEVILLY	JANUARY BOLF	2013-10-15
001	2011-01-01	MICHAEL MCEVILLY	JANUARY BOLF	2012-10-15
001	2010-01-01	MICHAEL MCEVILLY	LORENE SUIDAN	2011-08-02
001	2009-01-01	MICHAEL MCEVILLY	DEBRA BOUDON	2010-10-15
001	2009-01-01	MICHAEL MCEVILLY	DEBRA BOURDON	2010-10-14

Plan Statistics for JEWISH HOME AND AGING SERVICES 403B PLAN

401k plan membership statisitcs for JEWISH HOME AND AGING SERVICES 403B PLAN

Measure Date Value
2014: JEWISH HOME AND AGING SERVICES 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEWISH HOME AND AGING SERVICES 403B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: JEWISH HOME AND AGING SERVICES 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
2011: JEWISH HOME AND AGING SERVICES 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
2010: JEWISH HOME AND AGING SERVICES 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
2009: JEWISH HOME AND AGING SERVICES 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 13
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13

Measure	Date	Value
2014: JEWISH HOME AND AGING SERVICES 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEWISH HOME AND AGING SERVICES 403B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: JEWISH HOME AND AGING SERVICES 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
2011: JEWISH HOME AND AGING SERVICES 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
2010: JEWISH HOME AND AGING SERVICES 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
2009: JEWISH HOME AND AGING SERVICES 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	13
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13

Financial Data on JEWISH HOME AND AGING SERVICES 403B PLAN

Measure	Date	Value
2014 : JEWISH HOME AND AGING SERVICES 403B PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$111
Total plan liabilities at beginning of year	2014-12-31	$160
Total income from all sources	2014-12-31	$3,893
Expenses. Total of all expenses incurred	2014-12-31	$10,418
Benefits paid (including direct rollovers)	2014-12-31	$10,307
Total plan assets at end of year	2014-12-31	$55,238
Total plan assets at beginning of year	2014-12-31	$61,812
Expenses. Other expenses not covered elsewhere	2014-12-31	$111
Other income received	2014-12-31	$3,893
Net income (gross income less expenses)	2014-12-31	$-6,525
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$55,127
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$61,652
2013 : JEWISH HOME AND AGING SERVICES 403B PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$160
Total plan liabilities at beginning of year	2013-12-31	$164
Total income from all sources	2013-12-31	$9,223
Expenses. Total of all expenses incurred	2013-12-31	$160
Total plan assets at end of year	2013-12-31	$61,812
Total plan assets at beginning of year	2013-12-31	$52,753
Expenses. Other expenses not covered elsewhere	2013-12-31	$160
Other income received	2013-12-31	$9,223
Net income (gross income less expenses)	2013-12-31	$9,063
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$61,652
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$52,589
2012 : JEWISH HOME AND AGING SERVICES 403B PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$164
Total income from all sources	2012-12-31	$5,007
Expenses. Total of all expenses incurred	2012-12-31	$164
Total plan assets at end of year	2012-12-31	$52,753
Total plan assets at beginning of year	2012-12-31	$47,746
Expenses. Other expenses not covered elsewhere	2012-12-31	$164
Other income received	2012-12-31	$5,007
Net income (gross income less expenses)	2012-12-31	$4,843
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$52,589
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$47,746
2011 : JEWISH HOME AND AGING SERVICES 403B PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-211
Expenses. Total of all expenses incurred	2011-12-31	$18,551
Benefits paid (including direct rollovers)	2011-12-31	$16,060
Total plan assets at end of year	2011-12-31	$47,746
Total plan assets at beginning of year	2011-12-31	$66,508
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,491
Other income received	2011-12-31	$-211
Net income (gross income less expenses)	2011-12-31	$-18,762
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$47,746
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$66,508
2010 : JEWISH HOME AND AGING SERVICES 403B PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,776
Expenses. Total of all expenses incurred	2010-12-31	$190
Total plan assets at end of year	2010-12-31	$66,508
Total plan assets at beginning of year	2010-12-31	$59,922
Total contributions received or receivable from participants	2010-12-31	$585
Expenses. Other expenses not covered elsewhere	2010-12-31	$190
Other income received	2010-12-31	$6,191
Net income (gross income less expenses)	2010-12-31	$6,586
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$66,508
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$59,922

Form 5500 Responses for JEWISH HOME AND AGING SERVICES 403B PLAN

2014: JEWISH HOME AND AGING SERVICES 403B PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEWISH HOME AND AGING SERVICES 403B PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEWISH HOME AND AGING SERVICES 403B PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEWISH HOME AND AGING SERVICES 403B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEWISH HOME AND AGING SERVICES 403B PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEWISH HOME AND AGING SERVICES 403B PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012736-J

Policy instance

Insurance contract or identification number	012736-J
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	GENERAL ADMIN 3
Insurance broker name	CHRISTOPHER SCHUPPE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012736-J

Policy instance

Insurance contract or identification number	012736-J
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	GENERAL ADMIN 3
Insurance broker name	CHRISTOPHER SCHUPPE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012736-J

Policy instance

Insurance contract or identification number	012736-J
Number of Individuals Covered	11
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	GENERAL ADMIN 3
Insurance broker name	CHRISTOPHER SCHUPPE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012736-J

Policy instance

Insurance contract or identification number	012736-J
Number of Individuals Covered	11
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

012736-J

Policy instance

Insurance contract or identification number	012736-J
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $53
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19
Additional information about fees paid to insurance broker	GENERAL ADMIN
Insurance broker organization code?	3
Insurance broker name	CHRISTOPHER SCHUPPE

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JEWISH HOME AND AGING SERVICES
Employer identification number (EIN):	381358398
NAIC Classification:	531310

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	863150