401k Plan data: JEWISH FAMILY SERVICE 403B PLAN plan

JEWISH FAMILY SERVICE 403B PLAN 401k Plan overview

Plan Name	JEWISH FAMILY SERVICE 403B PLAN
Plan identification number	001

JEWISH FAMILY SERVICE 403B 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 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.

401k Sponsoring company profile

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

Company Name: JEWISH FAMILY SERVICE OF TIDEWATER, INC.

Employer identification number (EIN): 540854002

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about JEWISH FAMILY SERVICE OF TIDEWATER, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1969-07-17

Company Identification Number: 0122052

Legal Registered Office Address: 5000 CORPORATE WOODS DRIVE SUITE 400

VIRGINIA BEACH
United States of America (USA)
23462

More information about JEWISH FAMILY SERVICE OF TIDEWATER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FAMILY SERVICE 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KELLY BURROUGHS 2023-09-22
001 2021-01-01 KELLY BURROUGHS 2022-10-10
001 2020-01-01 KELLY BURROUGHS 2021-10-14
001 2019-01-01 KELLY BURROUGHS 2020-10-06
001 2018-01-01 KELLY BURROUGHS 2019-09-23
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BETTY ANN LEVIN
001 2013-01-01 BETTY ANN LEVIN
001 2012-01-01 BETTY ANN LEVIN
001 2011-01-01 BETTY ANN LEVIN
001 2010-01-01 BETTY ANN LEVIN
001 2009-01-01 BETTY ANN LEVIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KELLY BURROUGHS	2023-09-22
001	2021-01-01	KELLY BURROUGHS	2022-10-10
001	2020-01-01	KELLY BURROUGHS	2021-10-14
001	2019-01-01	KELLY BURROUGHS	2020-10-06
001	2018-01-01	KELLY BURROUGHS	2019-09-23
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BETTY ANN LEVIN
001	2013-01-01	BETTY ANN LEVIN
001	2012-01-01	BETTY ANN LEVIN
001	2011-01-01	BETTY ANN LEVIN
001	2010-01-01	BETTY ANN LEVIN
001	2009-01-01	BETTY ANN LEVIN

Plan Statistics for JEWISH FAMILY SERVICE 403B PLAN

401k plan membership statisitcs for JEWISH FAMILY SERVICE 403B PLAN

Measure Date Value
2022: JEWISH FAMILY SERVICE 403B PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
Number of retired or separated participants receiving benefits 2022-01-01 39
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 185
Number of participants with account balances 2022-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: JEWISH FAMILY SERVICE 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 148
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 60
Total of all active and inactive participants 2021-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 210
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: JEWISH FAMILY SERVICE 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 148
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 57
Total of all active and inactive participants 2020-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 206
Number of participants with account balances 2020-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: JEWISH FAMILY SERVICE 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 222
Number of participants with account balances 2019-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JEWISH FAMILY SERVICE 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 187
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 227
Number of participants with account balances 2018-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JEWISH FAMILY SERVICE 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 196
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 42
Total of all active and inactive participants 2017-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 238
Number of participants with account balances 2017-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: JEWISH FAMILY SERVICE 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 197
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 42
Total of all active and inactive participants 2016-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 239
Number of participants with account balances 2016-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: JEWISH FAMILY SERVICE 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 193
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 238
Number of participants with account balances 2015-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: JEWISH FAMILY SERVICE 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 203
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 238
Number of participants with account balances 2014-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: JEWISH FAMILY SERVICE 403B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 196
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 36
Total of all active and inactive participants 2013-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 235
Number of participants with account balances 2013-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: JEWISH FAMILY SERVICE 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 190
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 44
Total of all active and inactive participants 2012-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 234
Number of participants with account balances 2012-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: JEWISH FAMILY SERVICE 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 165
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 53
Total of all active and inactive participants 2011-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 218
Number of participants with account balances 2011-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: JEWISH FAMILY SERVICE 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 163
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 62
Total of all active and inactive participants 2010-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 226
Number of participants with account balances 2010-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: JEWISH FAMILY SERVICE 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 165
Number of other retired or separated participants entitled to future benefits 2009-01-01 58
Total of all active and inactive participants 2009-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 224
Number of participants with account balances 2009-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: JEWISH FAMILY SERVICE 403B PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
Number of retired or separated participants receiving benefits	2022-01-01	39
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	185
Number of participants with account balances	2022-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: JEWISH FAMILY SERVICE 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	148
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	60
Total of all active and inactive participants	2021-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	210
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: JEWISH FAMILY SERVICE 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	148
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	57
Total of all active and inactive participants	2020-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	206
Number of participants with account balances	2020-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: JEWISH FAMILY SERVICE 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	222
Number of participants with account balances	2019-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JEWISH FAMILY SERVICE 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	187
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	227
Number of participants with account balances	2018-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JEWISH FAMILY SERVICE 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	196
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	42
Total of all active and inactive participants	2017-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	238
Number of participants with account balances	2017-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: JEWISH FAMILY SERVICE 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	197
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	42
Total of all active and inactive participants	2016-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	239
Number of participants with account balances	2016-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: JEWISH FAMILY SERVICE 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	193
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	238
Number of participants with account balances	2015-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: JEWISH FAMILY SERVICE 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	203
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	238
Number of participants with account balances	2014-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: JEWISH FAMILY SERVICE 403B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	196
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	36
Total of all active and inactive participants	2013-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	235
Number of participants with account balances	2013-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: JEWISH FAMILY SERVICE 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	190
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	44
Total of all active and inactive participants	2012-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	234
Number of participants with account balances	2012-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: JEWISH FAMILY SERVICE 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	165
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	53
Total of all active and inactive participants	2011-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	218
Number of participants with account balances	2011-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: JEWISH FAMILY SERVICE 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	163
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	62
Total of all active and inactive participants	2010-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	226
Number of participants with account balances	2010-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: JEWISH FAMILY SERVICE 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	165
Number of other retired or separated participants entitled to future benefits	2009-01-01	58
Total of all active and inactive participants	2009-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	224
Number of participants with account balances	2009-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on JEWISH FAMILY SERVICE 403B PLAN

Measure	Date	Value
2022 : JEWISH FAMILY SERVICE 403B 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	$-564,324
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$241,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$203,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$237,462
Value of total assets at end of year	2022-12-31	$5,768,866
Value of total assets at beginning of year	2022-12-31	$6,574,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,824
Total interest from all sources	2022-12-31	$1,977
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$165,041
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	$165,041
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	$237,462
Participant contributions at end of year	2022-12-31	$4,561
Participant contributions at beginning of year	2022-12-31	$5,046
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$9,314
Total non interest bearing cash at end of year	2022-12-31	$47
Total non interest bearing cash at beginning of year	2022-12-31	$0
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	$-805,853
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,768,866
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,574,719
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	$22,310
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,708,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,449,771
Interest on participant loans	2022-12-31	$233
Interest earned on other investments	2022-12-31	$1,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$11,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$43,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$48,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-968,804
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
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$55,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$203,705
Contract administrator fees	2022-12-31	$15,514
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	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2022-12-31	541873714
2021 : JEWISH FAMILY SERVICE 403B 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	$1,250,395
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$511,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$469,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$304,243
Value of total assets at end of year	2021-12-31	$6,574,719
Value of total assets at beginning of year	2021-12-31	$5,836,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,041
Total interest from all sources	2021-12-31	$2,157
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$332,036
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	$332,036
Administrative expenses professional fees incurred	2021-12-31	$3,625
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$240,222
Participant contributions at end of year	2021-12-31	$5,046
Participant contributions at beginning of year	2021-12-31	$6,619
Participant contributions at end of year	2021-12-31	$9,314
Participant contributions at beginning of year	2021-12-31	$7,906
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,972
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	$738,647
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,574,719
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,836,072
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	$38,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,449,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,707,098
Interest on participant loans	2021-12-31	$269
Interest earned on other investments	2021-12-31	$1,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$4,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$4,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$48,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$53,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$611,959
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	$55,049
Employer contributions (assets) at end of year	2021-12-31	$55,049
Employer contributions (assets) at beginning of year	2021-12-31	$56,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$469,707
Contract administrator fees	2021-12-31	$100
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	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2021-12-31	541873714
2020 : JEWISH FAMILY SERVICE 403B 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	$0
Total income from all sources (including contributions)	2020-12-31	$715,062
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$400,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$363,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$327,272
Value of total assets at end of year	2020-12-31	$5,836,072
Value of total assets at beginning of year	2020-12-31	$5,521,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,605
Total interest from all sources	2020-12-31	$2,395
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$90,065
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	$90,065
Administrative expenses professional fees incurred	2020-12-31	$3,211
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$270,772
Participant contributions at end of year	2020-12-31	$6,619
Participant contributions at beginning of year	2020-12-31	$3,782
Participant contributions at end of year	2020-12-31	$7,906
Participant contributions at beginning of year	2020-12-31	$0
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	$314,917
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,836,072
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,521,155
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	$33,294
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,707,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,449,815
Interest on participant loans	2020-12-31	$225
Interest earned on other investments	2020-12-31	$2,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$4,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$4,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$4,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$53,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$62,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$295,330
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	$56,500
Employer contributions (assets) at end of year	2020-12-31	$56,500
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$363,540
Contract administrator fees	2020-12-31	$100
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	Unqualified
Accountancy firm name	2020-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2020-12-31	541873714
2019 : JEWISH FAMILY SERVICE 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$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	$1,174,845
Total income from all sources (including contributions)	2019-12-31	$1,174,845
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$218,025
Total of all expenses incurred	2019-12-31	$218,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$176,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$176,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$337,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$337,379
Value of total assets at end of year	2019-12-31	$5,521,155
Value of total assets at end of year	2019-12-31	$5,521,155
Value of total assets at beginning of year	2019-12-31	$4,564,335
Value of total assets at beginning of year	2019-12-31	$4,564,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$41,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$41,799
Total interest from all sources	2019-12-31	$2,795
Total interest from all sources	2019-12-31	$2,795
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$158,037
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$158,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$158,037
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$158,037
Administrative expenses professional fees incurred	2019-12-31	$8,444
Administrative expenses professional fees incurred	2019-12-31	$8,444
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$333,672
Contributions received from participants	2019-12-31	$333,672
Participant contributions at end of year	2019-12-31	$3,782
Participant contributions at end of year	2019-12-31	$3,782
Participant contributions at beginning of year	2019-12-31	$7,722
Participant contributions at beginning of year	2019-12-31	$7,722
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,707
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,707
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
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	$956,820
Value of net income/loss	2019-12-31	$956,820
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,521,155
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,521,155
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,564,335
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,564,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$33,255
Investment advisory and management fees	2019-12-31	$33,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,449,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,449,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,485,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,485,480
Interest on participant loans	2019-12-31	$265
Interest on participant loans	2019-12-31	$265
Interest earned on other investments	2019-12-31	$2,530
Interest earned on other investments	2019-12-31	$2,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$4,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$62,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$62,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$66,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$66,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$676,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$676,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$176,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$176,226
Contract administrator fees	2019-12-31	$100
Contract administrator fees	2019-12-31	$100
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CHARLES W. SNADER, P.C.
Accountancy firm name	2019-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2019-12-31	541873714
Accountancy firm EIN	2019-12-31	541873714
2018 : JEWISH FAMILY SERVICE 403B 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	$-54,356
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$184,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$147,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$364,221
Value of total assets at end of year	2018-12-31	$4,564,335
Value of total assets at beginning of year	2018-12-31	$4,803,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,996
Total interest from all sources	2018-12-31	$3,091
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$202,155
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	$202,155
Administrative expenses professional fees incurred	2018-12-31	$3,578
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
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	$364,221
Participant contributions at end of year	2018-12-31	$7,722
Participant contributions at beginning of year	2018-12-31	$8,993
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	$-239,116
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,564,335
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,803,451
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	$33,318
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,485,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,634,522
Interest on participant loans	2018-12-31	$353
Interest earned on other investments	2018-12-31	$2,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$79,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$79,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$66,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$80,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-623,823
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$147,764
Contract administrator fees	2018-12-31	$100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2018-12-31	541873714
2017 : JEWISH FAMILY SERVICE 403B 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	$907,497
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$134,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$100,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$333,498
Value of total assets at end of year	2017-12-31	$4,803,451
Value of total assets at beginning of year	2017-12-31	$4,030,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$33,588
Total interest from all sources	2017-12-31	$2,995
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$161,837
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	$161,837
Administrative expenses professional fees incurred	2017-12-31	$12,904
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
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	$332,726
Participant contributions at end of year	2017-12-31	$8,993
Participant contributions at beginning of year	2017-12-31	$13,380
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$772
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	$773,027
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,803,451
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,030,424
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	$20,584
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,634,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,872,476
Interest on participant loans	2017-12-31	$568
Interest earned on other investments	2017-12-31	$2,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$79,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$89,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$89,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$80,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$55,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$409,167
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
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$100,882
Contract administrator fees	2017-12-31	$100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2017-12-31	541873714
2016 : JEWISH FAMILY SERVICE 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$711,232
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$464,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$414,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$304,205
Value of total assets at end of year	2016-12-31	$4,030,424
Value of total assets at beginning of year	2016-12-31	$3,783,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50,037
Total interest from all sources	2016-12-31	$2,868
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$119,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$119,448
Administrative expenses professional fees incurred	2016-12-31	$5,820
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$304,205
Participant contributions at end of year	2016-12-31	$13,380
Participant contributions at beginning of year	2016-12-31	$19,974
Other income not declared elsewhere	2016-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$247,055
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,030,424
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,783,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$18,253
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,872,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,583,755
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$726
Interest earned on other investments	2016-12-31	$2,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$89,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$84,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$84,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$55,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$59,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$284,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$36,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$414,140
Contract administrator fees	2016-12-31	$25,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2016-12-31	541873714
2015 : JEWISH FAMILY SERVICE 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$277,449
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$502,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$453,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$352,099
Value of total assets at end of year	2015-12-31	$3,783,369
Value of total assets at beginning of year	2015-12-31	$4,008,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,499
Total interest from all sources	2015-12-31	$2,962
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$125,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$125,542
Administrative expenses professional fees incurred	2015-12-31	$3,744
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$315,792
Participant contributions at end of year	2015-12-31	$19,974
Participant contributions at beginning of year	2015-12-31	$16,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-224,812
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,783,369
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,008,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$19,295
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,583,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,840,249
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$619
Interest earned on other investments	2015-12-31	$2,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$84,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$82,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$82,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$59,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$68,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-203,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$36,307
Employer contributions (assets) at end of year	2015-12-31	$36,307
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$453,762
Contract administrator fees	2015-12-31	$25,460
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2015-12-31	541873714
2014 : JEWISH FAMILY SERVICE 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$448,071
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$194,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$142,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$294,803
Value of total assets at end of year	2014-12-31	$4,008,181
Value of total assets at beginning of year	2014-12-31	$3,754,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$51,743
Total interest from all sources	2014-12-31	$3,378
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$133,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$133,842
Administrative expenses professional fees incurred	2014-12-31	$2,112
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$294,803
Participant contributions at end of year	2014-12-31	$16,434
Participant contributions at beginning of year	2014-12-31	$14,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$253,411
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,008,181
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,754,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$18,562
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,840,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,476,276
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$73,304
Interest on participant loans	2014-12-31	$1,000
Interest earned on other investments	2014-12-31	$2,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$82,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$84,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$84,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$68,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$75,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$16,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$30,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$142,917
Contract administrator fees	2014-12-31	$31,069
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2014-12-31	541873714
2013 : JEWISH FAMILY SERVICE 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$879,289
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$169,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$130,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$341,193
Value of total assets at end of year	2013-12-31	$3,754,770
Value of total assets at beginning of year	2013-12-31	$3,044,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$39,036
Total interest from all sources	2013-12-31	$3,454
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$252,156
Participant contributions at end of year	2013-12-31	$14,750
Participant contributions at beginning of year	2013-12-31	$8,753
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$29,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$709,797
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,754,770
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,044,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,345
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,476,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,734,402
Value of interest in pooled separate accounts at end of year	2013-12-31	$73,304
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$58,140
Interest on participant loans	2013-12-31	$499
Interest earned on other investments	2013-12-31	$2,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$84,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$163,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$163,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$75,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$78,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$523,618
Net investment gain/loss from pooled separate accounts	2013-12-31	$11,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$59,768
Employer contributions (assets) at end of year	2013-12-31	$30,363
Employer contributions (assets) at beginning of year	2013-12-31	$1,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$130,456
Contract administrator fees	2013-12-31	$23,691
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2013-12-31	541873714
2012 : JEWISH FAMILY SERVICE 403B PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$17,126
Total unrealized appreciation/depreciation of assets	2012-12-31	$17,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$593,189
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$113,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$75,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$247,373
Value of total assets at end of year	2012-12-31	$3,044,973
Value of total assets at beginning of year	2012-12-31	$2,565,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$37,527
Total interest from all sources	2012-12-31	$376
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$186,310
Participant contributions at end of year	2012-12-31	$8,753
Participant contributions at beginning of year	2012-12-31	$4,971
Administrative expenses (other) incurred	2012-12-31	$2,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$479,689
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,044,973
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,565,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$34,862
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,734,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,275,494
Value of interest in pooled separate accounts at end of year	2012-12-31	$58,140
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$66,758
Interest on participant loans	2012-12-31	$376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$163,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$164,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$164,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$78,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$53,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$321,760
Net investment gain/loss from pooled separate accounts	2012-12-31	$6,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$61,063
Employer contributions (assets) at end of year	2012-12-31	$1,395
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$75,973
Contract administrator fees	2012-12-31	$175
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2012-12-31	541873714
2011 : JEWISH FAMILY SERVICE 403B PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$2,089
Total unrealized appreciation/depreciation of assets	2011-12-31	$2,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$126,715
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$198,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$168,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$220,943
Value of total assets at end of year	2011-12-31	$2,565,284
Value of total assets at beginning of year	2011-12-31	$2,637,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,410
Total interest from all sources	2011-12-31	$450
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$169,005
Participant contributions at end of year	2011-12-31	$4,971
Participant contributions at beginning of year	2011-12-31	$19,604
Administrative expenses (other) incurred	2011-12-31	$4,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-71,881
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,565,284
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,637,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$25,807
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,275,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,304,242
Value of interest in pooled separate accounts at end of year	2011-12-31	$66,758
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$94,036
Interest on participant loans	2011-12-31	$438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$164,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$139,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$139,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$53,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$50,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-99,202
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$51,938
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$29,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$168,186
Contract administrator fees	2011-12-31	$304
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2011-12-31	541873714
2010 : JEWISH FAMILY SERVICE 403B PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,127
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$575,005
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$120,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$81,938
Expenses. Certain deemed distributions of participant loans	2010-12-31	$16,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$245,539
Value of total assets at end of year	2010-12-31	$2,637,165
Value of total assets at beginning of year	2010-12-31	$2,182,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,976
Total interest from all sources	2010-12-31	$3,834
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$166,389
Participant contributions at end of year	2010-12-31	$19,604
Participant contributions at beginning of year	2010-12-31	$44,627
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$11,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$454,802
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,637,165
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,182,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$21,976
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,304,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,821,867
Value of interest in pooled separate accounts at end of year	2010-12-31	$94,036
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$76,214
Interest on participant loans	2010-12-31	$2,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$139,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$157,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$157,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$50,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$55,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$312,295
Net investment gain/loss from pooled separate accounts	2010-12-31	$11,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$67,816
Employer contributions (assets) at end of year	2010-12-31	$29,077
Employer contributions (assets) at beginning of year	2010-12-31	$27,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$81,938
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2010-12-31	541873714
2009 : JEWISH FAMILY SERVICE 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JEWISH FAMILY SERVICE 403B PLAN

2022: JEWISH FAMILY SERVICE 403B 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JEWISH FAMILY SERVICE 403B 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JEWISH FAMILY SERVICE 403B 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JEWISH FAMILY SERVICE 403B 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JEWISH FAMILY SERVICE 403B 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JEWISH FAMILY SERVICE 403B 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEWISH FAMILY SERVICE 403B PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEWISH FAMILY SERVICE 403B PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEWISH FAMILY SERVICE 403B PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEWISH FAMILY SERVICE 403B PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEWISH FAMILY SERVICE 403B PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEWISH FAMILY SERVICE 403B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEWISH FAMILY SERVICE 403B PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEWISH FAMILY SERVICE 403B PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $631
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $631
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	19
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $542
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $542
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	18
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $569
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $569
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	18
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $566
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $566
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	19
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $558
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $558
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	20
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $464
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $464
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	22
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $530
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $530
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	23
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $431
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $431
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	23
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $425
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $425
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	25
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $345
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $345
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	27
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $423
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR21844

Policy instance

Insurance contract or identification number	CR21844
Number of Individuals Covered	30
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $284
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	JEWISH FAMILY SERVICE OF TIDEWATER, INC.
Employer identification number (EIN):	540854002
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1969-07-17
Company Identification Number:	0122052
Legal Registered Office Address:	5000 CORPORATE WOODS DRIVE SUITE 400 VIRGINIA BEACH United States of America (USA) 23462