401k Plan data: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. plan

TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC.
Plan identification number	001

TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MIAMI BEACH JEWISH COMMUNITY CTR, INC. has sponsored the creation of one or more 401k plans.

Company Name: MIAMI BEACH JEWISH COMMUNITY CTR, INC.

Employer identification number (EIN): 592788834

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BERNARD ROVT 2023-10-09
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 BERNARD ROVT 2019-10-10
001 2018-01-01
001 2017-01-01 BERNARD ROVT 2018-10-10
001 2016-01-01 ANGELA FLOREZ 2018-01-31
001 2015-01-01 ANGELA FLOREZ 2016-05-11 ANGELA FLOREZ 2016-05-11
001 2014-01-01 MICHAEL BAUER 2015-04-13 MICHAEL BAUER 2015-04-13
001 2013-01-01 MICHAEL BAUER 2014-06-12 MICHAEL BAUER 2014-06-12
001 2012-01-01 MICHAEL BAUER 2013-07-19 MICHAEL BAUER 2013-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BERNARD ROVT	2023-10-09
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	BERNARD ROVT	2019-10-10
001	2018-01-01
001	2017-01-01	BERNARD ROVT	2018-10-10
001	2016-01-01	ANGELA FLOREZ	2018-01-31
001	2015-01-01	ANGELA FLOREZ	2016-05-11	ANGELA FLOREZ	2016-05-11
001	2014-01-01	MICHAEL BAUER	2015-04-13	MICHAEL BAUER	2015-04-13
001	2013-01-01	MICHAEL BAUER	2014-06-12	MICHAEL BAUER	2014-06-12
001	2012-01-01	MICHAEL BAUER	2013-07-19	MICHAEL BAUER	2013-07-19

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC.

Measure Date Value
2021: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
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 1
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 1
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2021: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
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	1
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	1
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC.

Measure	Date	Value
2021 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2021 401k financial data
Total income from all sources	2021-12-31	$20,000
Expenses. Total of all expenses incurred	2021-12-31	$17,709
Benefits paid (including direct rollovers)	2021-12-31	$17,053
Total plan assets at end of year	2021-12-31	$76,645
Total plan assets at beginning of year	2021-12-31	$74,354
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Total contributions received or receivable from participants	2021-12-31	$9,040
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$10,960
Net income (gross income less expenses)	2021-12-31	$2,291
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$76,645
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$74,354
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2020 401k financial data
Total income from all sources	2020-12-31	$18,465
Expenses. Total of all expenses incurred	2020-12-31	$1,548
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$74,354
Total plan assets at beginning of year	2020-12-31	$57,437
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$9,540
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$8,925
Net income (gross income less expenses)	2020-12-31	$16,917
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$74,354
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$57,437
Assets. Value of participant loans	2020-12-31	$141
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,548
2019 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2019 401k financial data
Total income from all sources	2019-12-31	$18,557
Expenses. Total of all expenses incurred	2019-12-31	$5,228
Benefits paid (including direct rollovers)	2019-12-31	$5,000
Total plan assets at end of year	2019-12-31	$57,437
Total plan assets at beginning of year	2019-12-31	$44,108
Value of fidelity bond covering the plan	2019-12-31	$2,000,000
Total contributions received or receivable from participants	2019-12-31	$9,185
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$9,372
Net income (gross income less expenses)	2019-12-31	$13,329
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$57,437
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$44,108
Assets. Value of participant loans	2019-12-31	$3,613
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$228
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2018 401k financial data
Total income from all sources	2018-12-31	$6,967
Expenses. Total of all expenses incurred	2018-12-31	$5,885
Benefits paid (including direct rollovers)	2018-12-31	$5,036
Total plan assets at end of year	2018-12-31	$44,108
Total plan assets at beginning of year	2018-12-31	$43,026
Value of fidelity bond covering the plan	2018-12-31	$2,000,000
Total contributions received or receivable from participants	2018-12-31	$9,575
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-2,608
Net income (gross income less expenses)	2018-12-31	$1,082
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$44,108
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$43,026
Assets. Value of participant loans	2018-12-31	$6,637
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC.

2021: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 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: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 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: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 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

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Company Name:	MIAMI BEACH JEWISH COMMUNITY CTR, INC.
Employer identification number (EIN):	592788834
NAIC Classification:	713900