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ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN
Plan identification number 002

ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATION OF JEWISH AGING SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF JEWISH AGING SERVICES
Employer identification number (EIN):521967481
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RACHEL STEVENS2024-05-16
0022022-01-01RACHEL STEVENS2023-05-04 RACHEL STEVENS2023-05-04
0022021-01-01RACHEL STEVENS2022-05-12 RACHEL STEVENS2022-05-12
0022020-01-01RACHEL STEVENS2021-03-30
0022019-01-01RACHEL STEVENS2020-06-18
0022018-01-01RACHEL STEVENS2019-04-25 RACHEL STEVENS2019-04-25
0022017-01-01RACHEL STEVENS2018-03-15 RACHEL STEVENS2018-03-15
0022016-01-01RACHEL STEVENS2017-05-11 RACHEL STEVENS2017-05-11
0022015-01-01DEANA BEDOR2016-06-02 DEANA BEDOR2016-06-02
0022014-01-01MONICA WOLFE2015-07-08 MONICA WOLFE2015-07-08
0022013-01-01MONICA WOLFE2014-07-17 MONICA WOLFE2014-07-17

Financial Data on ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-190
Total liabilities as of the end of the plan year2025-08-190
Total liabilities as of the beginning of the plan year2025-08-190
Total expenses incurred by plan in this plan year2025-08-19453241
Net assets as of the end of the plan year2025-08-1981971
Total assets as of the beginning of the plan year2025-08-19470621
Value of plan covered by a fidelity bond2025-08-191000000
Participant contributions to plan in this plan year2025-08-1918744
Other expenses paid from plan in this plan year2025-08-191839
Other contributions to plan in this plan year2025-08-190
Other income to plan in this plan year2025-08-1927800
Plan net income in this plan year2025-08-19-388650
Net assets as of the end of the plan year2025-08-1981971
Net assets as of the beginning of the plan year2025-08-19470621
Employer contributions to plan in this plan year2025-08-1918047
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-192775
2024 : ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-169335
Net assets as of the end of the plan year2024-05-16470621
Total assets as of the beginning of the plan year2024-05-16335060
Value of plan covered by a fidelity bond2024-05-161000000
Participant contributions to plan in this plan year2024-05-1639655
Other expenses paid from plan in this plan year2024-05-162055
Other contributions to plan in this plan year2024-05-167950
Other income to plan in this plan year2024-05-1681366
Plan net income in this plan year2024-05-16135561
Net assets as of the end of the plan year2024-05-16470621
Net assets as of the beginning of the plan year2024-05-16335060
Employer contributions to plan in this plan year2024-05-1615925
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-166426
2022 : ASSOCIATION OF JEWISH AGING SERVICES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-127362
Net assets as of the end of the plan year2022-05-12377260
Total assets as of the beginning of the plan year2022-05-12272775
Value of plan covered by a fidelity bond2022-05-121000000
Participant contributions to plan in this plan year2022-05-1233511
Other expenses paid from plan in this plan year2022-05-120
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-1265503
Plan net income in this plan year2022-05-12104485
Net assets as of the end of the plan year2022-05-12377260
Net assets as of the beginning of the plan year2022-05-12272775
Employer contributions to plan in this plan year2022-05-1212833
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-126862

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