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EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PARTNERSHIP FOR JEWISH LIFE AND LEARNING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARTNERSHIP FOR JEWISH LIFE AND LEARNING, INC.
Employer identification number (EIN):520979835
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01ALICE GRILLO2015-10-30 ALICE GRILLO2015-10-30
0022014-01-01ALICE GRILLO2015-10-30 ALICE GRILLO2015-10-30
0022013-01-01ALICE GRILLO2014-10-15 ALICE GRILLO2014-10-15
0022012-01-01ALICE GRILLO
0022011-01-01ALICE GRILLO2012-07-25
0022010-01-01ALICE GRILLO2011-05-24

Plan Statistics for EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC.

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015

Financial Data on EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC.

Measure Date Value
2012 : EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC. 2012 401k financial data
Total income from all sources2012-12-31$83,343
Expenses. Total of all expenses incurred2012-12-31$3,568
Total plan assets at end of year2012-12-31$987,747
Total plan assets at beginning of year2012-12-31$907,970
Value of fidelity bond covering the plan2012-12-31$150,000
Expenses. Other expenses not covered elsewhere2012-12-31$3,568
Other income received2012-12-31$37,467
Net income (gross income less expenses)2012-12-31$79,775
Net plan assets at end of year (total assets less liabilities)2012-12-31$987,747
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$907,970
Total contributions received or receivable from employer(s)2012-12-31$45,876
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$45,876
Amount contributed by the employer to the plan for this plan year2012-12-31$45,876

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC.

2012: EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR JEWISH LIFE AND LEARNING INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050348-D
Policy instance 1
Insurance contract or identification number050348-D
Number of Individuals Covered27
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $45
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePAUL PHAN

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