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EMPLOYEE BENEFITS PLAN OF JEWISH FEDERATION OF ST. LOUIS 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF JEWISH FEDERATION OF ST. LOUIS
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF JEWISH FEDERATION OF ST. LOUIS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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. LOUIS has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF ST. LOUIS
Employer identification number (EIN):430652643
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF JEWISH FEDERATION OF ST. LOUIS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01MINDY SHARP2024-10-02 MINDY SHARP2024-10-02
0012021-07-01MINDY SHARP2023-04-05 MINDY SHARP2023-04-05
0012020-07-01MINDY SHARP2022-04-09 MINDY SHARP2022-04-09
0012019-07-01EMILY MCLEAN2021-04-08 EMILY MCLEAN2021-04-08
0012018-07-01EMILY MCLEAN2020-01-13 EMILY MCLEAN2020-01-13
0012017-07-01EMILY MCLEAN2019-01-29 EMILY MCLEAN2019-01-29
0012016-07-01DONALD HANNON2018-04-09 DONALD HANNON2018-04-09
0012015-07-01DONALD HANNON2017-04-17 DONALD HANNON2017-04-17
0012014-07-01SANDRA JANITCH-SCHWARZEN2016-04-08 SANDRA JANITCH-SCHWARZEN2016-04-08
0012013-07-01SANDRA JANITCH-SCHWARZEN2015-03-30 SANDRA JANITCH-SCHWARZEN2015-03-30
0012012-07-01SANDRA JANITCH-SCHWARZEN2014-03-11 SANDRA JANITCH-SCHWARZEN2014-03-11
0012011-07-01SANDRA JANITCH-SCHWARZEN2013-03-29 SANDRA JANITCH-SCHWARZEN2013-03-29
0012010-07-01SANDRA JANITCH-SCHWARZEN2012-01-10

Financial Data on EMPLOYEE BENEFITS PLAN OF JEWISH FEDERATION OF ST. LOUIS

Measure Date Value
2025 : EMPLOYEE BENEFITS PLAN OF JEWISH FEDERATION OF ST. LOUIS 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-133374251
Net assets as of the end of the plan year2025-10-130
Total assets as of the beginning of the plan year2025-10-135628733
Value of plan covered by a fidelity bond2025-10-131000000
Other expenses paid from plan in this plan year2025-10-133000
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13-2338063
Plan net income in this plan year2025-10-13-5628733
Net assets as of the end of the plan year2025-10-130
Net assets as of the beginning of the plan year2025-10-135628733
Employer contributions to plan in this plan year2025-10-1383581
Fees paid to broker by Benefit Provider2025-10-1323662
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1342633
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the end of the plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-09384482
Net assets as of the end of the plan year2025-04-095628733
Total assets as of the beginning of the plan year2025-04-095277295
Value of plan covered by a fidelity bond2025-04-091000000
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-09538980
Plan net income in this plan year2025-04-09351438
Net assets as of the end of the plan year2025-04-095628733
Net assets as of the beginning of the plan year2025-04-095277295
Employer contributions to plan in this plan year2025-04-09196940
Fees paid to broker by Benefit Provider2025-04-0936862
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0954255

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