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JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN
Plan identification number 001

JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) 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.
  • 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 FEDERATION OF GREATER KANSAS CITY has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF GREATER KANSAS CITY
Employer identification number (EIN):440545913
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 KANSAS CITY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARY STRATMAN
0012016-01-01MARK SHUSTER
0012015-01-01MARK SHUSTER
0012014-01-01MARK SHUSTER2015-07-21 MARK SHUSTER2015-07-21
0012013-01-01MARK SHUSTER2014-02-28 MARK SHUSTER2014-02-28
0012012-01-01MARK SHUSTER2013-06-03 MARK SHUSTER2013-06-03
0012011-01-01MARK SHUSTER2012-02-16 MARK SHUSTER2012-02-16
0012010-01-01MARK SHUSTER2011-02-28 MARK SHUSTER2011-02-28

Plan Statistics for JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN

401k plan membership statisitcs for JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN

Measure Date Value
2022: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0134
Total number of active participants reported on line 7a of the Form 55002022-01-0118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0131
Number of participants with account balances2022-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0131
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0134
Total participants2021-01-0134
Number of participants with account balances2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0131
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0131
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0132
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0129
Total participants2017-01-0129
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN

Measure Date Value
2022 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-34,992
Expenses. Total of all expenses incurred2022-12-31$221,253
Benefits paid (including direct rollovers)2022-12-31$212,167
Total plan assets at end of year2022-12-31$1,271,182
Total plan assets at beginning of year2022-12-31$1,527,427
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$111,605
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-217,122
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-256,245
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,271,182
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,527,427
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$70,525
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,086
2021 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$333,492
Expenses. Total of all expenses incurred2021-12-31$56,954
Benefits paid (including direct rollovers)2021-12-31$48,340
Total plan assets at end of year2021-12-31$1,527,427
Total plan assets at beginning of year2021-12-31$1,250,889
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$115,424
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$150,361
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$276,538
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,527,427
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,250,889
Total contributions received or receivable from employer(s)2021-12-31$67,707
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,614
2020 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$266,300
Expenses. Total of all expenses incurred2020-12-31$139,598
Benefits paid (including direct rollovers)2020-12-31$132,349
Total plan assets at end of year2020-12-31$1,250,889
Total plan assets at beginning of year2020-12-31$1,124,187
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$91,924
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$9,816
Other income received2020-12-31$108,411
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$126,702
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,250,889
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,124,187
Total contributions received or receivable from employer(s)2020-12-31$56,149
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,249
2019 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$299,619
Expenses. Total of all expenses incurred2019-12-31$112,448
Benefits paid (including direct rollovers)2019-12-31$105,417
Total plan assets at end of year2019-12-31$1,124,187
Total plan assets at beginning of year2019-12-31$937,016
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$93,151
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$162,152
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$187,171
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,124,187
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$937,016
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$44,316
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,031
2018 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$94,332
Expenses. Total of all expenses incurred2018-12-31$503,755
Benefits paid (including direct rollovers)2018-12-31$495,760
Total plan assets at end of year2018-12-31$937,016
Total plan assets at beginning of year2018-12-31$1,346,439
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$109,205
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-59,423
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-409,423
Net plan assets at end of year (total assets less liabilities)2018-12-31$937,016
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,346,439
Assets. Value of participant loans2018-12-31$2,130
Total contributions received or receivable from employer(s)2018-12-31$44,550
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,995
2017 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$256,058
Expenses. Total of all expenses incurred2017-12-31$510,551
Benefits paid (including direct rollovers)2017-12-31$501,124
Total plan assets at end of year2017-12-31$1,346,439
Total plan assets at beginning of year2017-12-31$1,600,932
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$90,740
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$134,032
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-254,493
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,346,439
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,600,932
Assets. Value of participant loans2017-12-31$4,825
Total contributions received or receivable from employer(s)2017-12-31$31,286
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,427
2016 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$241,878
Expenses. Total of all expenses incurred2016-12-31$329,545
Benefits paid (including direct rollovers)2016-12-31$324,063
Total plan assets at end of year2016-12-31$1,600,932
Total plan assets at beginning of year2016-12-31$1,688,599
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$96,249
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$112,516
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-87,667
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,600,932
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,688,599
Assets. Value of participant loans2016-12-31$7,362
Total contributions received or receivable from employer(s)2016-12-31$33,113
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,482
2015 : JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$110,513
Expenses. Total of all expenses incurred2015-12-31$635,772
Benefits paid (including direct rollovers)2015-12-31$616,655
Total plan assets at end of year2015-12-31$1,688,599
Total plan assets at beginning of year2015-12-31$2,213,858
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$78,253
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$360
Other income received2015-12-31$1,658
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-525,259
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,688,599
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,213,858
Assets. Value of participant loans2015-12-31$30,262
Total contributions received or receivable from employer(s)2015-12-31$30,242
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$19,117

Form 5500 Responses for JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN

2022: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH FEDERATION OF GREATER KANSAS CITY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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