401k Plan data: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN plan

UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 401k Plan overview

Plan Name	UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN
Plan identification number	001

UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED JEWISH FEDERATION OF TIDEWATER, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED JEWISH FEDERATION OF TIDEWATER, INC.

Employer identification number (EIN): 540535603

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED JEWISH FEDERATION OF TIDEWATER, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1982-07-07

Company Identification Number: 0231530

Legal Registered Office Address: 5000 CORPORATE WOODS DRIVE
222 CENTRAL PARK AVE STE 1300
VIRGINIA BEACH
United States of America (USA)
23462

More information about UNITED JEWISH FEDERATION OF TIDEWATER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DANA JONES 2023-10-11
001 2021-01-01 DANA JONES 2022-10-13
001 2020-01-01 DANA JONES 2021-10-11
001 2019-01-01 DANA JONES 2020-10-05
001 2018-01-01 DANA JONES 2019-09-27
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ANDREW WEINBERG 2015-05-26
001 2013-01-01 ANDREW WEINBERG 2014-06-16
001 2012-01-01 HARRY GRABER 2013-07-15
001 2011-01-01 HARRY GRABER 2012-09-17
001 2010-01-01 HARRY GRABER 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DANA JONES	2023-10-11
001	2021-01-01	DANA JONES	2022-10-13
001	2020-01-01	DANA JONES	2021-10-11
001	2019-01-01	DANA JONES	2020-10-05
001	2018-01-01	DANA JONES	2019-09-27
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ANDREW WEINBERG	2015-05-26
001	2013-01-01	ANDREW WEINBERG	2014-06-16
001	2012-01-01	HARRY GRABER	2013-07-15
001	2011-01-01	HARRY GRABER	2012-09-17
001	2010-01-01	HARRY GRABER	2011-10-05

Plan Statistics for UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN

401k plan membership statisitcs for UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN

Measure Date Value
2022: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 110
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 131
Number of participants with account balances 2022-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 142
Number of participants with account balances 2021-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 139
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 154
Number of participants with account balances 2020-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 157
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 180
Number of participants with account balances 2019-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 129
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 165
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 139
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 167
Number of participants with account balances 2017-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	110
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	131
Number of participants with account balances	2022-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	142
Number of participants with account balances	2021-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	139
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	154
Number of participants with account balances	2020-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	157
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	180
Number of participants with account balances	2019-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	129
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	139
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	167
Number of participants with account balances	2017-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN

Measure	Date	Value
2022 : UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-227,444
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$196,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$166,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$284,879
Value of total assets at end of year	2022-12-31	$4,750,254
Value of total assets at beginning of year	2022-12-31	$5,174,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,820
Total interest from all sources	2022-12-31	$1,639
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$144,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$144,223
Administrative expenses professional fees incurred	2022-12-31	$21
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$193,435
Participant contributions at end of year	2022-12-31	$33,426
Participant contributions at beginning of year	2022-12-31	$43,204
Participant contributions at end of year	2022-12-31	$8,423
Participant contributions at beginning of year	2022-12-31	$8,136
Administrative expenses (other) incurred	2022-12-31	$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-423,783
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,750,254
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,174,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$19,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,704,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,119,169
Interest on participant loans	2022-12-31	$1,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-658,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$91,444
Employer contributions (assets) at end of year	2022-12-31	$3,822
Employer contributions (assets) at beginning of year	2022-12-31	$3,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$166,519
Contract administrator fees	2022-12-31	$10,071
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PB MARES, LLP
Accountancy firm EIN	2022-12-31	540737372
2021 : UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$983,939
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$53,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$22,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$284,225
Value of total assets at end of year	2021-12-31	$5,174,037
Value of total assets at beginning of year	2021-12-31	$4,243,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,580
Total interest from all sources	2021-12-31	$1,338
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$220,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$220,436
Administrative expenses professional fees incurred	2021-12-31	$975
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$450,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$194,900
Participant contributions at end of year	2021-12-31	$43,204
Participant contributions at beginning of year	2021-12-31	$13,818
Participant contributions at end of year	2021-12-31	$8,136
Participant contributions at beginning of year	2021-12-31	$7,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$930,096
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,174,037
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,243,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$23,137
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,119,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,218,250
Interest on participant loans	2021-12-31	$1,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$477,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$89,325
Employer contributions (assets) at end of year	2021-12-31	$3,528
Employer contributions (assets) at beginning of year	2021-12-31	$3,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$22,263
Contract administrator fees	2021-12-31	$7,468
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PB MARES, LLP
Accountancy firm EIN	2021-12-31	540737372
2020 : UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$825
Total income from all sources (including contributions)	2020-12-31	$540,918
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$382,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$355,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$291,544
Value of total assets at end of year	2020-12-31	$4,243,941
Value of total assets at beginning of year	2020-12-31	$4,086,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,451
Total interest from all sources	2020-12-31	$550
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$72,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$72,734
Administrative expenses professional fees incurred	2020-12-31	$2,185
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$450,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$201,352
Participant contributions at end of year	2020-12-31	$13,818
Participant contributions at beginning of year	2020-12-31	$8,421
Participant contributions at end of year	2020-12-31	$7,880
Participant contributions at beginning of year	2020-12-31	$8,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$158,398
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,243,941
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,085,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$18,373
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,218,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,065,796
Interest on participant loans	2020-12-31	$550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$176,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$90,192
Employer contributions (assets) at end of year	2020-12-31	$3,993
Employer contributions (assets) at beginning of year	2020-12-31	$3,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$355,069
Contract administrator fees	2020-12-31	$6,893
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$825
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PB MARES, LLP
Accountancy firm EIN	2020-12-31	540737372
2019 : UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$825
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	$894,099
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$152,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$123,746
Value of total corrective distributions	2019-12-31	$825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$276,412
Value of total assets at end of year	2019-12-31	$4,086,368
Value of total assets at beginning of year	2019-12-31	$3,344,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,282
Total interest from all sources	2019-12-31	$569
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$128,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$128,553
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$450,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$186,284
Participant contributions at end of year	2019-12-31	$8,421
Participant contributions at beginning of year	2019-12-31	$14,676
Participant contributions at end of year	2019-12-31	$8,444
Participant contributions at beginning of year	2019-12-31	$7,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$741,246
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,085,543
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,344,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$28,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,065,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,318,342
Interest on participant loans	2019-12-31	$569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$488,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$90,128
Employer contributions (assets) at end of year	2019-12-31	$3,707
Employer contributions (assets) at beginning of year	2019-12-31	$3,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$123,746
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$825
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PB MARES, LLP
Accountancy firm EIN	2019-12-31	540737372
2018 : UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-143,259
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$108,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$81,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$265,897
Value of total assets at end of year	2018-12-31	$3,344,297
Value of total assets at beginning of year	2018-12-31	$3,595,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,640
Total interest from all sources	2018-12-31	$860
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$153,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$153,062
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$450,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$172,384
Participant contributions at end of year	2018-12-31	$14,676
Participant contributions at beginning of year	2018-12-31	$16,439
Participant contributions at end of year	2018-12-31	$7,391
Participant contributions at beginning of year	2018-12-31	$7,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-251,353
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,344,297
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,595,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,640
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,318,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,568,010
Interest on participant loans	2018-12-31	$860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-563,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$93,513
Employer contributions (assets) at end of year	2018-12-31	$3,888
Employer contributions (assets) at beginning of year	2018-12-31	$3,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$81,454
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PB MARES, LLP
Accountancy firm EIN	2018-12-31	540737372
2017 : UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$778,626
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$161,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$133,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$280,438
Value of total assets at end of year	2017-12-31	$3,595,650
Value of total assets at beginning of year	2017-12-31	$2,978,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,690
Total interest from all sources	2017-12-31	$1,126
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$132,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$132,872
Administrative expenses professional fees incurred	2017-12-31	$3,730
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$187,031
Participant contributions at end of year	2017-12-31	$16,439
Participant contributions at beginning of year	2017-12-31	$39,652
Participant contributions at end of year	2017-12-31	$7,786
Participant contributions at beginning of year	2017-12-31	$7,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$616,846
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,595,650
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,978,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$24,960
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,568,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,927,269
Interest on participant loans	2017-12-31	$1,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$364,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$93,407
Employer contributions (assets) at end of year	2017-12-31	$3,415
Employer contributions (assets) at beginning of year	2017-12-31	$4,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$133,090
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PB MARES, LLP
Accountancy firm EIN	2017-12-31	540737372

Form 5500 Responses for UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN

2022: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED JEWISH FEDERATION OF TIDEWATER, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED JEWISH FEDERATION OF TIDEWATER, INC.
Employer identification number (EIN):	540535603
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1982-07-07
Company Identification Number:	0231530
Legal Registered Office Address:	5000 CORPORATE WOODS DRIVE 222 CENTRAL PARK AVE STE 1300 VIRGINIA BEACH United States of America (USA) 23462