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EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY SERVICES
Employer identification number (EIN):440545829
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01CINDY ROSS2023-05-03 CINDY ROSS2023-05-03
0042021-01-01CINDY ROSS2022-09-23 CINDY ROSS2022-09-23
0042020-01-01CINDY ROSS2021-07-14 CINDY ROSS2021-07-14
0042019-01-01CINDY ROSS2020-04-30 CINDY ROSS2020-04-30
0042018-01-01CYNTHIA ROSS2019-07-19
0042017-01-01CYNTHIA L ROSS2018-07-03 CYNTHIA L ROSS2018-07-03
0042016-01-01CYNTHIA L ROSS2017-06-19
0042014-01-01CYNTHIA L ROSS2015-05-01
0042013-01-01CYNTHIA L ROSS2014-07-17
0042012-01-01CYNTHIA L ROSS2014-08-15
0042011-01-01CYNTHIA ROSS2014-08-15 CYNTHIA ROSS2014-08-15
0042010-01-01CELESTE ARONOFF2011-05-19 CELESTE ARONOFF2011-05-19

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-03-1085
Total number of particpants at end of year2025-03-1067
Number of Participants With Account Balances2025-03-1063
2024: EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 2024 401k membership
Total number of particpants at beginning of year2024-05-3180
Total number of particpants at end of year2024-05-3183
Number of Participants With Account Balances2024-05-3172
2022: EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 2022 401k membership
Total number of particpants at beginning of year2022-09-2370
Total number of particpants at end of year2022-09-2376
Number of Participants With Account Balances2022-09-2364

Financial Data on EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-10735625
Net assets as of the end of the plan year2025-03-102011782
Total assets as of the beginning of the plan year2025-03-102272772
Value of plan covered by a fidelity bond2025-03-10500000
Participant contributions to plan in this plan year2025-03-10173556
Other contributions to plan in this plan year2025-03-1016493
Other income to plan in this plan year2025-03-10218497
Plan net income in this plan year2025-03-10-260990
Net assets as of the end of the plan year2025-03-102011782
Net assets as of the beginning of the plan year2025-03-102272772
Employer contributions to plan in this plan year2025-03-1066089
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1018983
2024 : EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-3137581
Net assets as of the end of the plan year2024-05-312272772
Total assets as of the beginning of the plan year2024-05-311738490
Value of plan covered by a fidelity bond2024-05-31500000
Participant contributions to plan in this plan year2024-05-31175643
Other contributions to plan in this plan year2024-05-3138885
Other income to plan in this plan year2024-05-31289012
Plan net income in this plan year2024-05-31534282
Net assets as of the end of the plan year2024-05-312272772
Net assets as of the beginning of the plan year2024-05-311738490
Value of contributions failed to transmitted timely2024-05-3150
Employer contributions to plan in this plan year2024-05-3168323
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-3116401
2022 : EMPLOYEE BENEFIT PLAN OF JEWISH FAMILY SERVICES 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2388383
Net assets as of the end of the plan year2022-09-231871306
Total assets as of the beginning of the plan year2022-09-231510724
Value of plan covered by a fidelity bond2022-09-23500000
Participant contributions to plan in this plan year2022-09-23190879
Other contributions to plan in this plan year2022-09-232819
Other income to plan in this plan year2022-09-23199943
Plan net income in this plan year2022-09-23360582
Net assets as of the end of the plan year2022-09-231871306
Net assets as of the beginning of the plan year2022-09-231510724
Employer contributions to plan in this plan year2022-09-2355324
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-239557

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