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THE JEWISH FEDERATION 403(B) PLAN 401k Plan overview

Plan NameTHE JEWISH FEDERATION 403(B) PLAN
Plan identification number 003

THE JEWISH FEDERATION 403(B) 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.
  • 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

THE JEWISH FEDERATION OF GREATER WASHINGTON , INC. has sponsored the creation of one or more 401k plans.

Company Name:THE JEWISH FEDERATION OF GREATER WASHINGTON , INC.
Employer identification number (EIN):530212445
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH FEDERATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01HILA BALELY2024-05-23 HILA BALELY2024-05-23
0032022-01-01HILA BALELY2023-08-01 HILA BALELY2023-08-01
0032021-01-01HILA BALELY2022-03-30 HILA BALELY2022-03-30
0032020-01-01HILA BALELY2021-05-20 HILA BALELY2021-05-20
0032018-01-01HILA BALELY2019-03-27 HILA BALELY2019-03-27
0032017-01-01HILA BALELY2018-04-03 HILA BALELY2018-04-03
0032016-01-01HILA BALELY2017-05-16 HILA BALELY2017-05-16
0032015-01-01ISABELLA YUSIMOVA2016-04-13 ISABELLA YUSIMOVA2016-04-13
0032014-01-01ISABELLA YUSIMOVA2015-03-09 ISABELLA YUSIMOVA2015-03-09
0032013-01-01STEVEN RAKITT2014-04-08 STEVEN RAKITT2014-04-08
0032012-01-01ISABELLA YUSIMOVA2013-06-20 ISABELLA YUSIMOVA2013-06-20
0032011-01-01ISABELLA YUSIMOVA2012-03-08 ISABELLA YUSIMOVA2012-03-08
0032010-01-01ISABELLA YUSIMOVA2011-07-14 ISABELLA YUSIMOVA2011-07-14

Plan Statistics for THE JEWISH FEDERATION 403(B) PLAN

401k plan membership statisitcs for THE JEWISH FEDERATION 403(B) PLAN

Measure Date Value
2025: THE JEWISH FEDERATION 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2097
Total number of particpants at end of year2025-05-20103
Number of Participants With Account Balances2025-05-20101
2024: THE JEWISH FEDERATION 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2399
Total number of particpants at end of year2024-05-2398
Number of Participants With Account Balances2024-05-2396

Financial Data on THE JEWISH FEDERATION 403(B) PLAN

Measure Date Value
2025 : THE JEWISH FEDERATION 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-200
Total liabilities as of the end of the plan year2025-05-200
Total liabilities as of the beginning of the plan year2025-05-200
Total expenses incurred by plan in this plan year2025-05-201029490
Net assets as of the end of the plan year2025-05-208974086
Total assets as of the beginning of the plan year2025-05-207955326
Value of plan covered by a fidelity bond2025-05-20500000
Participant contributions to plan in this plan year2025-05-20530903
Other expenses paid from plan in this plan year2025-05-200
Other contributions to plan in this plan year2025-05-20102377
Other income to plan in this plan year2025-05-201072207
Plan net income in this plan year2025-05-201018760
Net assets as of the end of the plan year2025-05-208974086
Net assets as of the beginning of the plan year2025-05-207955326
Employer contributions to plan in this plan year2025-05-20342763
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2035501
2024 : THE JEWISH FEDERATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-230
Total liabilities as of the end of the plan year2024-05-230
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-231717300
Net assets as of the end of the plan year2024-05-237955326
Total assets as of the beginning of the plan year2024-05-237698620
Value of plan covered by a fidelity bond2024-05-23500000
Participant contributions to plan in this plan year2024-05-23520633
Other expenses paid from plan in this plan year2024-05-230
Other contributions to plan in this plan year2024-05-2331567
Other income to plan in this plan year2024-05-231129290
Plan net income in this plan year2024-05-23256706
Net assets as of the end of the plan year2024-05-237955326
Net assets as of the beginning of the plan year2024-05-237698620
Employer contributions to plan in this plan year2024-05-23292516
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2331685

Potentially related plans

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