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

Plan NameTAX 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 TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BERNARD ROVT2024-09-16
0012022-01-01BERNARD ROVT2023-10-09
0012021-01-01
0012021-01-01BERNARD ROVT
0012020-01-01
0012019-01-01
0012018-01-01BERNARD ROVT2019-10-10
0012018-01-01
0012017-01-01BERNARD ROVT2018-10-10
0012016-01-01ANGELA FLOREZ2018-01-31
0012015-01-01ANGELA FLOREZ2016-05-11 ANGELA FLOREZ2016-05-11
0012014-01-01MICHAEL BAUER2015-04-13 MICHAEL BAUER2015-04-13
0012013-01-01MICHAEL BAUER2014-06-12 MICHAEL BAUER2014-06-12
0012012-01-01MICHAEL BAUER2013-07-19 MICHAEL BAUER2013-07-19

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

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2913006
Net assets as of the end of the plan year2025-07-29204423
Total assets as of the beginning of the plan year2025-07-29111433
Value of plan covered by a fidelity bond2025-07-291000000
Participant contributions to plan in this plan year2025-07-2945500
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-2932534
Other income to plan in this plan year2025-07-2927962
Plan net income in this plan year2025-07-2992990
Net assets as of the end of the plan year2025-07-29204423
Net assets as of the beginning of the plan year2025-07-29111433
Employer contributions to plan in this plan year2025-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-29506
2024 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1616296
Net assets as of the end of the plan year2024-09-16111433
Total assets as of the beginning of the plan year2024-09-1674776
Value of plan covered by a fidelity bond2024-09-161000000
Participant contributions to plan in this plan year2024-09-1637450
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-1615503
Plan net income in this plan year2024-09-1636657
Net assets as of the end of the plan year2024-09-16111433
Net assets as of the beginning of the plan year2024-09-1674776
Employer contributions to plan in this plan year2024-09-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-16296
2021 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2021 401k financial data
Total income from all sources2021-12-31$20,000
Expenses. Total of all expenses incurred2021-12-31$17,709
Benefits paid (including direct rollovers)2021-12-31$17,053
Total plan assets at end of year2021-12-31$76,645
Total plan assets at beginning of year2021-12-31$74,354
Value of fidelity bond covering the plan2021-12-31$2,000,000
Total contributions received or receivable from participants2021-12-31$9,040
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$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 loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
2020 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2020 401k financial data
Total income from all sources2020-12-31$18,465
Expenses. Total of all expenses incurred2020-12-31$1,548
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$74,354
Total plan assets at beginning of year2020-12-31$57,437
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$9,540
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$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 loans2020-12-31$141
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 sources2019-12-31$18,557
Expenses. Total of all expenses incurred2019-12-31$5,228
Benefits paid (including direct rollovers)2019-12-31$5,000
Total plan assets at end of year2019-12-31$57,437
Total plan assets at beginning of year2019-12-31$44,108
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$9,185
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$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 loans2019-12-31$3,613
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2018 401k financial data
Total income from all sources2018-12-31$6,967
Expenses. Total of all expenses incurred2018-12-31$5,885
Benefits paid (including direct rollovers)2018-12-31$5,036
Total plan assets at end of year2018-12-31$44,108
Total plan assets at beginning of year2018-12-31$43,026
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$9,575
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-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 loans2018-12-31$6,637
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 securities2018-12-31$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
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX DEFERRED ANNUITY PLAN OF MIAMI BEACH JEWISH COMMUNITY CENTER, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

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