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CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameCHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN
Plan identification number 001

CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 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.
  • 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.

401k Sponsoring company profile

CHARLES E. SMITH JEWISH DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. SMITH JEWISH DAY SCHOOL
Employer identification number (EIN):520961920
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01MARIA THOMAS2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01JULIE HOOVER JULIE HOOVER2018-09-13
0012016-01-01
0012015-01-01JULIE HOOVER JULIE HOOVER2016-09-26
0012014-01-01JULIE HOOVER JULIE HOOVER2015-10-10
0012013-01-01JULIE HOOVER JULIE HOOVER2014-10-13
0012012-01-01SUSAN BRINN SIEGEL SUSAN BRINN SIEGEL2013-10-14
0012011-01-01JULIE SCOTT JULIE HOOVER2012-08-16
0012010-01-01HELENE S. OSKARD HELENE S. OSKARD2011-10-13
0012009-01-01HELENE S. OSKARD

Plan Statistics for CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01614
Total number of active participants reported on line 7a of the Form 55002022-01-01278
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01326
Total of all active and inactive participants2022-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01607
Number of participants with account balances2022-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01609
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01327
Total of all active and inactive participants2021-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01614
Number of participants with account balances2021-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01623
Total number of active participants reported on line 7a of the Form 55002020-01-01246
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01361
Total of all active and inactive participants2020-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01609
Number of participants with account balances2020-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01618
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01369
Total of all active and inactive participants2019-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01623
Number of participants with account balances2019-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01614
Total number of active participants reported on line 7a of the Form 55002018-01-01265
Number of other retired or separated participants entitled to future benefits2018-01-01351
Total of all active and inactive participants2018-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01618
Number of participants with account balances2018-01-01615
2017: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01618
Total number of active participants reported on line 7a of the Form 55002017-01-01257
Number of other retired or separated participants entitled to future benefits2017-01-01355
Total of all active and inactive participants2017-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01614
Number of participants with account balances2017-01-01609
2016: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01603
Total number of active participants reported on line 7a of the Form 55002016-01-01273
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01343
Total of all active and inactive participants2016-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01618
Number of participants with account balances2016-01-01611
2015: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01563
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of other retired or separated participants entitled to future benefits2015-01-01322
Total of all active and inactive participants2015-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01603
Number of participants with account balances2015-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01584
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of other retired or separated participants entitled to future benefits2014-01-01295
Total of all active and inactive participants2014-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01563
Number of participants with account balances2014-01-01548
2013: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01591
Total number of active participants reported on line 7a of the Form 55002013-01-01308
Number of other retired or separated participants entitled to future benefits2013-01-01274
Total of all active and inactive participants2013-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01584
Number of participants with account balances2013-01-01562
2012: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01571
Total number of active participants reported on line 7a of the Form 55002012-01-01437
Number of other retired or separated participants entitled to future benefits2012-01-01151
Total of all active and inactive participants2012-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01591
Number of participants with account balances2012-01-01556
2011: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01551
Total number of active participants reported on line 7a of the Form 55002011-01-01441
Number of other retired or separated participants entitled to future benefits2011-01-01129
Total of all active and inactive participants2011-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01572
Number of participants with account balances2011-01-01534
2010: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01547
Total number of active participants reported on line 7a of the Form 55002010-01-01445
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01551
Number of participants with account balances2010-01-01521
2009: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01754
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of other retired or separated participants entitled to future benefits2009-01-01504
Total of all active and inactive participants2009-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01746
Number of participants with account balances2009-01-01720

Financial Data on CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,242,480
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,816,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,734,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,266,739
Value of total assets at end of year2022-12-31$80,038,916
Value of total assets at beginning of year2022-12-31$94,097,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,482
Total interest from all sources2022-12-31$919,093
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$741,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$741,347
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,613,416
Participant contributions at end of year2022-12-31$107,995
Participant contributions at beginning of year2022-12-31$75,224
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$65,564
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,921
Other income not declared elsewhere2022-12-31$14,196
Administrative expenses (other) incurred2022-12-31$6,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,058,746
Value of net assets at end of year (total assets less liabilities)2022-12-31$80,038,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,097,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,597,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,999,334
Value of interest in pooled separate accounts at end of year2022-12-31$4,401,308
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,295,969
Interest on participant loans2022-12-31$3,884
Interest earned on other investments2022-12-31$915,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,932,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,635,334
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$92,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,547,068
Net investment gain/loss from pooled separate accounts2022-12-31$363,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$628,402
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$26,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,642,119
Contract administrator fees2022-12-31$75,318
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2022-12-31510232399
2021 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,489,253
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,414,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,354,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,190,008
Value of total assets at end of year2021-12-31$94,097,662
Value of total assets at beginning of year2021-12-31$87,022,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,256
Total interest from all sources2021-12-31$802,681
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$702,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$702,343
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,510,361
Participant contributions at end of year2021-12-31$75,224
Participant contributions at beginning of year2021-12-31$25,174
Participant contributions at end of year2021-12-31$65,564
Participant contributions at beginning of year2021-12-31$62,095
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$66,523
Other income not declared elsewhere2021-12-31$9,907
Administrative expenses (other) incurred2021-12-31$879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,075,203
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,097,662
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,022,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,999,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,375,766
Value of interest in pooled separate accounts at end of year2021-12-31$4,295,969
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,826,509
Interest on participant loans2021-12-31$1,911
Interest earned on other investments2021-12-31$800,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,635,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,732,915
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$199,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,122,606
Net investment gain/loss from pooled separate accounts2021-12-31$661,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$613,124
Employer contributions (assets) at end of year2021-12-31$26,237
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,155,259
Contract administrator fees2021-12-31$58,377
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2021-12-31510232399
2020 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,548,370
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,012,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,944,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,036,603
Value of total assets at end of year2020-12-31$87,022,459
Value of total assets at beginning of year2020-12-31$77,486,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,604
Total interest from all sources2020-12-31$885,108
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$554,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$554,878
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,370,661
Participant contributions at end of year2020-12-31$25,174
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$62,095
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$84,911
Other income not declared elsewhere2020-12-31$7,883
Administrative expenses (other) incurred2020-12-31$686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,536,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,022,459
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,486,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,375,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,673,234
Value of interest in pooled separate accounts at end of year2020-12-31$3,826,509
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,793,207
Interest on participant loans2020-12-31$18
Interest earned on other investments2020-12-31$885,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,732,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,019,814
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$214,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,093,845
Net investment gain/loss from pooled separate accounts2020-12-31$-29,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$581,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,730,401
Contract administrator fees2020-12-31$66,918
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WISS & COMPANY, LLP
Accountancy firm EIN2020-12-31221732349
2019 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,774,889
Total income from all sources (including contributions)2019-12-31$13,774,889
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,452,749
Total of all expenses incurred2019-12-31$3,452,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,404,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,404,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,563,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,563,691
Value of total assets at end of year2019-12-31$77,486,255
Value of total assets at end of year2019-12-31$77,486,255
Value of total assets at beginning of year2019-12-31$67,164,115
Value of total assets at beginning of year2019-12-31$67,164,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,337
Total interest from all sources2019-12-31$878,947
Total interest from all sources2019-12-31$878,947
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$413,737
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$413,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$413,737
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$413,737
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,278,157
Contributions received from participants2019-12-31$1,278,157
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$179,041
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$179,041
Other income not declared elsewhere2019-12-31$7,341
Other income not declared elsewhere2019-12-31$7,341
Administrative expenses (other) incurred2019-12-31$3,301
Administrative expenses (other) incurred2019-12-31$3,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,322,140
Value of net income/loss2019-12-31$10,322,140
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,486,255
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,486,255
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,164,115
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,164,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,673,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,673,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,541,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,541,801
Value of interest in pooled separate accounts at end of year2019-12-31$3,793,207
Value of interest in pooled separate accounts at end of year2019-12-31$3,793,207
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,567,089
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,567,089
Interest earned on other investments2019-12-31$878,947
Interest earned on other investments2019-12-31$878,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,019,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,019,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,055,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,055,225
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$164,233
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$164,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,714,549
Net investment gain/loss from pooled separate accounts2019-12-31$196,624
Net investment gain/loss from pooled separate accounts2019-12-31$196,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,106,493
Contributions received in cash from employer2019-12-31$1,106,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,240,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,240,179
Contract administrator fees2019-12-31$45,036
Contract administrator fees2019-12-31$45,036
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm EIN2019-12-31221732349
Accountancy firm EIN2019-12-31221732349
2018 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$742,371
Total of all expenses incurred2018-12-31$3,110,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,082,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,457,103
Value of total assets at end of year2018-12-31$67,164,115
Value of total assets at beginning of year2018-12-31$69,532,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,569
Total interest from all sources2018-12-31$894,458
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$361,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$361,801
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,259,362
Participant contributions at beginning of year2018-12-31$44,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$104,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,368,604
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,164,115
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,532,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,541,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,986,074
Value of interest in pooled separate accounts at end of year2018-12-31$3,567,089
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,369,939
Interest earned on other investments2018-12-31$894,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$688,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$688,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,055,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,443,878
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$229,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,133,964
Net investment gain/loss from pooled separate accounts2018-12-31$162,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,092,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,852,444
Contract administrator fees2018-12-31$28,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WISS & COMPANY, LLP
Accountancy firm EIN2018-12-31221732349
2017 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$11,092,752
Total of all expenses incurred2017-12-31$4,136,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,111,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,407,843
Value of total assets at end of year2017-12-31$69,532,719
Value of total assets at beginning of year2017-12-31$62,576,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,899
Total interest from all sources2017-12-31$166,689
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$278,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$278,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,305,610
Participant contributions at end of year2017-12-31$44,094
Participant contributions at beginning of year2017-12-31$8,927
Participant contributions at beginning of year2017-12-31$61,434
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,955,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,532,719
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,576,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,986,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,125,060
Value of interest in pooled separate accounts at end of year2017-12-31$3,369,939
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,170,273
Interest earned on other investments2017-12-31$166,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$688,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$861,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$861,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,443,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,305,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,402,538
Net investment gain/loss from pooled separate accounts2017-12-31$139,648
Net investment gain or loss from common/collective trusts2017-12-31$697,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,091,494
Employer contributions (assets) at beginning of year2017-12-31$44,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,111,009
Contract administrator fees2017-12-31$25,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RAFFA, PC
Accountancy firm EIN2017-12-31521511275
2016 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$421,257
Total unrealized appreciation/depreciation of assets2016-12-31$421,257
Total income from all sources (including contributions)2016-12-31$6,233,929
Total loss/gain on sale of assets2016-12-31$273,323
Total of all expenses incurred2016-12-31$2,412,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,393,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,532,361
Value of total assets at end of year2016-12-31$62,576,875
Value of total assets at beginning of year2016-12-31$58,755,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,699
Total interest from all sources2016-12-31$243,703
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$199,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$199,463
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,304,039
Participant contributions at end of year2016-12-31$61,434
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$189,539
Administrative expenses (other) incurred2016-12-31$18,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,821,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,576,875
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,755,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,986,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,811,860
Value of interest in pooled separate accounts at end of year2016-12-31$3,170,273
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,900,809
Interest earned on other investments2016-12-31$243,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,314,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,042,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,406,791
Net investment gain/loss from pooled separate accounts2016-12-31$157,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,038,783
Employer contributions (assets) at end of year2016-12-31$44,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,393,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$273,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RAFFA, PC
Accountancy firm EIN2016-12-31521511275
2015 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$472,877
Total unrealized appreciation/depreciation of assets2015-12-31$472,877
Total income from all sources (including contributions)2015-12-31$3,718,292
Total loss/gain on sale of assets2015-12-31$207,694
Total of all expenses incurred2015-12-31$2,944,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,944,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,435,200
Value of total assets at end of year2015-12-31$58,755,093
Value of total assets at beginning of year2015-12-31$57,981,444
Total interest from all sources2015-12-31$185,214
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$176,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$176,465
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,271,345
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$174,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$773,649
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,755,093
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,981,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,811,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,838,552
Value of interest in pooled separate accounts at end of year2015-12-31$2,900,809
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,604,744
Interest earned on other investments2015-12-31$185,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,042,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,538,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$24,131
Net investment gain/loss from pooled separate accounts2015-12-31$216,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$988,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,944,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$207,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RAFFA, PC
Accountancy firm EIN2015-12-31521511275
2014 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,137,683
Total of all expenses incurred2014-12-31$3,172,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,172,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,537,272
Value of total assets at end of year2014-12-31$57,981,444
Value of total assets at beginning of year2014-12-31$55,016,322
Total interest from all sources2014-12-31$1,031,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,299,061
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$36,356
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$289,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,965,122
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,981,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,016,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,838,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,928,446
Value of interest in pooled separate accounts at end of year2014-12-31$2,604,744
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,313,280
Interest earned on other investments2014-12-31$1,031,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,538,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,671,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,285,570
Net investment gain/loss from pooled separate accounts2014-12-31$283,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$948,397
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$66,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,172,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RAFFA, PC
Accountancy firm EIN2014-12-31521511275
2013 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,397,405
Total of all expenses incurred2013-12-31$2,743,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,743,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,450,014
Value of total assets at end of year2013-12-31$55,016,322
Value of total assets at beginning of year2013-12-31$48,362,537
Total interest from all sources2013-12-31$860,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,366,167
Participant contributions at end of year2013-12-31$36,356
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$103,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,653,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,016,322
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,362,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,928,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,054,114
Value of interest in pooled separate accounts at end of year2013-12-31$2,313,280
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,972,534
Interest earned on other investments2013-12-31$860,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,671,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,335,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,888,607
Net investment gain/loss from pooled separate accounts2013-12-31$197,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$979,874
Employer contributions (assets) at end of year2013-12-31$66,393
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,743,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RAFFA, PC
Accountancy firm EIN2013-12-31521511275
2012 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,328,861
Total of all expenses incurred2012-12-31$2,534,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,534,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,283,592
Value of total assets at end of year2012-12-31$48,362,537
Value of total assets at beginning of year2012-12-31$44,567,776
Total interest from all sources2012-12-31$820,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,342,179
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$57,886
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,794,761
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,362,537
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,567,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,054,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,889,477
Value of interest in pooled separate accounts at end of year2012-12-31$1,972,534
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,706,349
Interest earned on other investments2012-12-31$820,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,335,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,876,657
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$418,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,050,445
Net investment gain/loss from pooled separate accounts2012-12-31$174,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$938,289
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$37,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,115,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RAFFA, P.C.
Accountancy firm EIN2012-12-31521511275
2011 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,948,733
Total of all expenses incurred2011-12-31$1,846,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,846,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,379,709
Value of total assets at end of year2011-12-31$44,567,776
Value of total assets at beginning of year2011-12-31$43,465,357
Total interest from all sources2011-12-31$793,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,356,680
Participant contributions at end of year2011-12-31$57,886
Participant contributions at beginning of year2011-12-31$60,193
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,102,419
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,567,776
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,465,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,889,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,160,076
Value of interest in pooled separate accounts at end of year2011-12-31$1,706,349
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,411,319
Interest earned on other investments2011-12-31$793,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,876,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,796,552
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$99,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-414,265
Net investment gain/loss from pooled separate accounts2011-12-31$189,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$922,372
Employer contributions (assets) at end of year2011-12-31$37,407
Employer contributions (assets) at beginning of year2011-12-31$37,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,747,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RAFFA, P.C.
Accountancy firm EIN2011-12-31521511275
2010 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,917,213
Total of all expenses incurred2010-12-31$1,712,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,712,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,516,243
Value of total assets at end of year2010-12-31$43,465,357
Value of total assets at beginning of year2010-12-31$39,260,598
Total interest from all sources2010-12-31$716,856
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,428,650
Participant contributions at end of year2010-12-31$60,193
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$98,861
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$4,204,759
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,465,357
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,260,598
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$22,160,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,049,545
Value of interest in pooled separate accounts at end of year2010-12-31$1,411,319
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,109,773
Interest earned on other investments2010-12-31$716,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,796,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,101,280
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$125,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,523,373
Net investment gain/loss from pooled separate accounts2010-12-31$160,741
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$988,732
Employer contributions (assets) at end of year2010-12-31$37,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,587,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31RAFFA, PC
Accountancy firm EIN2010-12-31521511275
2009 : CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 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 CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN

2022: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406525
Policy instance 1
Insurance contract or identification number406525
Number of Individuals Covered460
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406525
Policy instance 1
Insurance contract or identification number406525
Number of Individuals Covered476
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406525
Policy instance 1
Insurance contract or identification number406525
Number of Individuals Covered489
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406525
Policy instance 1
Insurance contract or identification number406525
Number of Individuals Covered505
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406525
Policy instance 1
Insurance contract or identification number406525
Number of Individuals Covered518
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406525
Policy instance 1
Insurance contract or identification number406525
Number of Individuals Covered523
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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