Logo

TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 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.
  • 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 CENTER FOR AGED OF ST. LO has sponsored the creation of one or more 401k plans.

Company Name:JEWISH CENTER FOR AGED OF ST. LO
Employer identification number (EIN):430652646
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01KEN RUBIN2015-01-14
0022013-01-01KEN RUBIN2014-10-09
0022012-01-01KEN RUBIN2013-09-26
0022011-01-01JOHN BARROW2012-10-11 JOHN BARROW2012-10-11
0022010-01-01JOHN BARROW JOHN BARROW2011-10-17
0022009-01-01JOHN BARROW
0022008-01-01JOHN BARROW JOHN BARROW2010-07-01
0022008-01-01JOHN BARROW JOHN BARROW2010-07-16
0022008-01-01JOHN BARROW JOHN BARROW2010-07-01
0022008-01-01JOHN BARROW JOHN BARROW2010-07-08
0022007-01-01JOHN BARROW JOHN BARROW2010-07-08
0022007-01-01JOHN BARROW JOHN BARROW2010-07-16
0022007-01-01JOHN BARROW JOHN BARROW2010-07-01
0022007-01-01JOHN BARROW JOHN BARROW2010-07-01

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED

Measure Date Value
2010 : TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$18,367
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$67,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,101
Value of total assets at end of year2010-12-31$130,384
Value of total assets at beginning of year2010-12-31$179,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$156
Total interest from all sources2010-12-31$459
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,101
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$156
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-49,297
Value of net assets at end of year (total assets less liabilities)2010-12-31$130,384
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$179,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$123,104
Value of interest in pooled separate accounts at beginning of year2010-12-31$158,190
Interest earned on other investments2010-12-31$459
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,233
Net investment gain/loss from pooled separate accounts2010-12-31$15,807
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,508
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED

2010: TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: TAX DEFERRED ANNUITY PLAN OF JEWISH CENTER FOR THE AGED 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007324-F
Policy instance 1

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1