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JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN
Plan identification number 001

JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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 GREAT DES MOINES has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF GREAT DES MOINES
Employer identification number (EIN):420835321
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HENRY CHEN2024-03-15
0012022-01-01HENRY CHEN2023-01-20
0012021-01-01HENRY CHEN2022-06-03
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GAYLE BRIMEYER2015-09-18
0012013-01-01THOMAS WOLFF2014-03-27
0012012-01-01THOMAS WOLFF2013-07-19
0012011-01-01LINDA VANDER HART2012-08-07 LINDA VANDER HART2012-08-07
0012010-01-01LINDA VANDER HART2011-10-04 LINDA VANDER HART2011-10-04

Financial Data on JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN

Measure Date Value
2025 : JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-260
Total liabilities as of the end of the plan year2025-02-260
Total liabilities as of the beginning of the plan year2025-02-260
Total expenses incurred by plan in this plan year2025-02-26242309
Net assets as of the end of the plan year2025-02-26846950
Total assets as of the beginning of the plan year2025-02-26922870
Participant contributions to plan in this plan year2025-02-2636876
Other expenses paid from plan in this plan year2025-02-260
Other contributions to plan in this plan year2025-02-260
Other income to plan in this plan year2025-02-2696087
Plan net income in this plan year2025-02-26-75920
Net assets as of the end of the plan year2025-02-26846950
Net assets as of the beginning of the plan year2025-02-26922870
Employer contributions to plan in this plan year2025-02-2633426
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-26391
2024 : JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-150
Total liabilities as of the end of the plan year2024-03-150
Total liabilities as of the beginning of the plan year2024-03-150
Total expenses incurred by plan in this plan year2024-03-1565269
Net assets as of the end of the plan year2024-03-15922870
Total assets as of the beginning of the plan year2024-03-15777211
Value of plan covered by a fidelity bond2024-03-15500000
Participant contributions to plan in this plan year2024-03-1561106
Other expenses paid from plan in this plan year2024-03-150
Other contributions to plan in this plan year2024-03-150
Other income to plan in this plan year2024-03-15120751
Plan net income in this plan year2024-03-15145659
Net assets as of the end of the plan year2024-03-15922870
Net assets as of the beginning of the plan year2024-03-15777211
Employer contributions to plan in this plan year2024-03-1529071
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-15804
2022 : JEWISH FEDERATION OF GREATER DES MOINES 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-03298371
Net assets as of the end of the plan year2022-06-03830017
Total assets as of the beginning of the plan year2022-06-03923411
Value of plan covered by a fidelity bond2022-06-03500000
Participant contributions to plan in this plan year2022-06-0360660
Other income to plan in this plan year2022-06-03111863
Plan net income in this plan year2022-06-03-93394
Net assets as of the end of the plan year2022-06-03830017
Net assets as of the beginning of the plan year2022-06-03923411
Employer contributions to plan in this plan year2022-06-0332454

Potentially related plans

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