401k Plan data: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST plan

MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 401k Plan overview

Plan Name	MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST
Plan identification number	001

MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MEMPHIS JEWISH COMMUNITY CENTER has sponsored the creation of one or more 401k plans.

Company Name: MEMPHIS JEWISH COMMUNITY CENTER

Employer identification number (EIN): 620481800

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JILL STEELE, CFO 2019-07-25 JILL STEELE, CFO 2019-07-25
001 2017-01-01 JILL STEELE 2018-10-12 JILL STEELE 2018-10-12
001 2016-01-01 JILL STEELE 2017-06-19
001 2015-01-01 JILL STEELE 2016-07-27
001 2014-01-01 JILL STEELE 2015-07-29
001 2013-01-01 JILL STEELE 2014-04-08
001 2012-01-01 DAVE MCCONNICO 2013-04-25
001 2011-01-01 DAVE MCCONNICO 2012-04-20
001 2010-01-01 DAVE MCCONNICO 2011-03-14
001 2009-01-01 DAVE MCCONNICO DAVE MCCONNICO 2010-06-29
001 2009-01-01 DAVE MCCONNICO 2010-06-24
001 2009-01-01 DAVE MCCONNICO DAVE MCCONNICO 2010-05-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JILL STEELE, CFO	2019-07-25	JILL STEELE, CFO	2019-07-25
001	2017-01-01	JILL STEELE	2018-10-12	JILL STEELE	2018-10-12
001	2016-01-01	JILL STEELE	2017-06-19
001	2015-01-01	JILL STEELE	2016-07-27
001	2014-01-01	JILL STEELE	2015-07-29
001	2013-01-01	JILL STEELE	2014-04-08
001	2012-01-01	DAVE MCCONNICO	2013-04-25
001	2011-01-01	DAVE MCCONNICO	2012-04-20
001	2010-01-01	DAVE MCCONNICO	2011-03-14
001	2009-01-01	DAVE MCCONNICO		DAVE MCCONNICO	2010-06-29
001	2009-01-01			DAVE MCCONNICO	2010-06-24
001	2009-01-01	DAVE MCCONNICO		DAVE MCCONNICO	2010-05-25

Plan Statistics for MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST

401k plan membership statisitcs for MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST

Measure Date Value
2022: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 79
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 106
Number of participants with account balances 2022-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 114
Number of participants with account balances 2020-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 108
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 124
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2009: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 59
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 65
Number of participants with account balances 2009-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	79
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	106
Number of participants with account balances	2022-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	114
Number of participants with account balances	2020-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	108
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	124
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2009: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	59
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	65
Number of participants with account balances	2009-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST

Measure	Date	Value
2022 : MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 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	$53
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	$-114,260
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$99,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$76,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$304,105
Value of total assets at end of year	2022-12-31	$2,460,722
Value of total assets at beginning of year	2022-12-31	$2,674,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,195
Total interest from all sources	2022-12-31	$1,557
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$59,392
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	$59,392
Administrative expenses professional fees incurred	2022-12-31	$11,112
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$122,544
Participant contributions at end of year	2022-12-31	$25,846
Participant contributions at beginning of year	2022-12-31	$34,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$53
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,167
Total non interest bearing cash at end of year	2022-12-31	$55
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	$-214,249
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,460,669
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,674,918
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	$10,916
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,240,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,438,879
Interest on participant loans	2022-12-31	$1,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$12,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-479,314
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$181,561
Employer contributions (assets) at end of year	2022-12-31	$181,614
Employer contributions (assets) at beginning of year	2022-12-31	$194,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$76,794
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	REYNOLDS, BONE & GRIESBECK PLC
Accountancy firm EIN	2022-12-31	620428728
2021 : MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 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	$569,225
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$117,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$97,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$304,031
Value of total assets at end of year	2021-12-31	$2,674,918
Value of total assets at beginning of year	2021-12-31	$2,223,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,305
Total interest from all sources	2021-12-31	$1,484
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$322,278
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	$322,278
Administrative expenses professional fees incurred	2021-12-31	$8,698
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$109,762
Participant contributions at end of year	2021-12-31	$34,095
Participant contributions at beginning of year	2021-12-31	$26,535
Participant contributions at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,117
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	$451,879
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,674,918
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,223,039
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	$10,490
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,438,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,980,150
Interest on participant loans	2021-12-31	$1,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-58,568
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	$194,269
Employer contributions (assets) at end of year	2021-12-31	$194,269
Employer contributions (assets) at beginning of year	2021-12-31	$212,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$97,041
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	REYNOLDS, BONE & GRIESBECK PLC
Accountancy firm EIN	2021-12-31	620428728
2020 : MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 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	$603,387
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$45,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$30,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$306,951
Value of total assets at end of year	2020-12-31	$2,223,039
Value of total assets at beginning of year	2020-12-31	$1,664,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,149
Total interest from all sources	2020-12-31	$2,132
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$61,475
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	$61,475
Administrative expenses professional fees incurred	2020-12-31	$6,763
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$94,177
Participant contributions at end of year	2020-12-31	$26,535
Participant contributions at beginning of year	2020-12-31	$35,005
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,566
Administrative expenses (other) incurred	2020-12-31	$889
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	$558,166
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,223,039
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,664,873
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	$7,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,980,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,424,952
Interest on participant loans	2020-12-31	$2,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$11,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$11,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$232,829
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	$212,774
Employer contributions (assets) at end of year	2020-12-31	$212,774
Employer contributions (assets) at beginning of year	2020-12-31	$189,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$30,072
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	REYNOLDS, BONE & GRIESBECK PLC
Accountancy firm EIN	2020-12-31	620428728
2019 : MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 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	$685,313
Total income from all sources (including contributions)	2019-12-31	$685,313
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	$97,212
Total of all expenses incurred	2019-12-31	$97,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$83,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$83,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$450,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$450,961
Value of total assets at end of year	2019-12-31	$1,664,873
Value of total assets at end of year	2019-12-31	$1,664,873
Value of total assets at beginning of year	2019-12-31	$1,076,772
Value of total assets at beginning of year	2019-12-31	$1,076,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,618
Total interest from all sources	2019-12-31	$2,051
Total interest from all sources	2019-12-31	$2,051
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$54,791
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$54,791
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	$54,791
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$54,791
Administrative expenses professional fees incurred	2019-12-31	$7,502
Administrative expenses professional fees incurred	2019-12-31	$7,502
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	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$100,300
Contributions received from participants	2019-12-31	$100,300
Participant contributions at end of year	2019-12-31	$35,005
Participant contributions at end of year	2019-12-31	$35,005
Participant contributions at beginning of year	2019-12-31	$19,967
Participant contributions at beginning of year	2019-12-31	$19,967
Participant contributions at end of year	2019-12-31	$3,566
Participant contributions at end of year	2019-12-31	$3,566
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$456
Administrative expenses (other) incurred	2019-12-31	$456
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	$588,101
Value of net income/loss	2019-12-31	$588,101
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,664,873
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,664,873
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,076,772
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,076,772
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	$5,660
Investment advisory and management fees	2019-12-31	$5,660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,424,952
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,424,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,038,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,038,508
Interest on participant loans	2019-12-31	$1,773
Interest on participant loans	2019-12-31	$1,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$11,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$11,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$177,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$177,510
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
Contributions received in cash from employer	2019-12-31	$350,661
Contributions received in cash from employer	2019-12-31	$350,661
Employer contributions (assets) at end of year	2019-12-31	$189,992
Employer contributions (assets) at end of year	2019-12-31	$189,992
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$83,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$83,594
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	REYNOLDS, BONE & GRIESBECK PLC
Accountancy firm name	2019-12-31	REYNOLDS, BONE & GRIESBECK PLC
Accountancy firm EIN	2019-12-31	620428728
Accountancy firm EIN	2019-12-31	620428728
2009 : MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$128,631
Amount contributed by the employer to the plan for this plan year	2009-12-31	$128,631

Form 5500 Responses for MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST

2022: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 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
2009: MEMPHIS JEWISH COMMUNITY CENTER PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	MEMPHIS JEWISH COMMUNITY CENTER
Employer identification number (EIN):	620481800
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations