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| Plan Name | JEWISH COMMUNITY DAY SCHOOL 403(B) DC PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE LERNER JEWISH COMMUNITY DAY SCHOOL |
| Employer identification number (EIN): | 582089673 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | ERIC STULTZ | 2019-09-30 | ||
| 001 | 2017-01-01 | ERIC STULTZ | 2018-07-17 | ||
| 001 | 2016-01-01 | ERIC STULTZ | 2017-07-27 | ||
| 001 | 2015-01-01 | MEGHAN FITZPATRICK | 2016-03-04 | ||
| 001 | 2014-01-01 | MEGHAN FITZPATRICK | 2015-08-26 | ||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | ELIZABETH TAKLA | 2014-11-13 | ||
| 001 | 2011-01-01 | ELIZABETH TAKLA | 2014-11-13 | ||
| 001 | 2010-01-01 | JENNIFER LEWIS | 2014-11-17 | JENNIFER LEWIS | 2014-11-17 |
| 001 | 2009-01-01 | ALLISON OAKES | 2015-05-07 |
| Measure | Date | Value |
|---|---|---|
| 2018: JEWISH COMMUNITY DAY SCHOOL 403(B) DC PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 25 |
| Total of all active and inactive participants | 2018-01-01 | 51 |
| Total participants | 2018-01-01 | 51 |
| Number of participants with account balances | 2018-01-01 | 51 |
| Measure | Date | Value |
|---|---|---|
| 2018 : JEWISH COMMUNITY DAY SCHOOL 403(B) DC PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $10,700 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $25,228 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $25,228 |
| Total plan assets at end of year | 2018-12-31 | $537,295 |
| Total plan assets at beginning of year | 2018-12-31 | $551,823 |
| Value of fidelity bond covering the plan | 2018-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $11,451 |
| Other income received | 2018-12-31 | $-17,430 |
| Net income (gross income less expenses) | 2018-12-31 | $-14,528 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $537,295 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $551,823 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $16,679 |
| 2018: JEWISH COMMUNITY DAY SCHOOL 403(B) DC PLAN 2018 form 5500 responses | ||
|---|---|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 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 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |||||||||||||||||
| Policy contract number | 386994 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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