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403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE
Plan identification number 002

403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 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.

401k Sponsoring company profile

JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE
Employer identification number (EIN):626077703
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BECKY GUNN2024-07-31
0022022-01-01BECKY GUNN2023-08-14
0022021-01-01BECKY GUNN2022-04-07
0022017-01-01BECKY GUNN2018-05-11
0022016-01-01BECKY GUNN2017-03-29 BECKY GUNN2017-03-29
0022014-01-01MICHELLE FAULKNER2015-10-14
0022013-01-01MICHELLE FAULKNER2014-10-14
0022012-01-01MICHELLE FAULKNER2013-10-10
0022011-01-01VANESSA LEIBOWITZ2012-10-15
0022010-01-01VANESSA LEIBOWITZ2012-01-04
0022008-01-01VANESSA LEIBOWITZ

Plan Statistics for 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2025 401k membership
Total number of particpants at beginning of year2025-03-031
Total number of particpants at end of year2025-03-030
Number of Participants With Account Balances2025-03-030
2024: 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2024 401k membership
Total number of particpants at beginning of year2024-07-311
Total number of particpants at end of year2024-07-311
Number of Participants With Account Balances2024-07-311
2022: 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2022 401k membership
Total number of particpants at beginning of year2022-04-072
Total number of particpants at end of year2022-04-072
Number of Participants With Account Balances2022-04-071
2008: 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2008 401k membership
Total participants, beginning-of-year2008-01-014
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-014
Total participants2008-01-014
Number of participants with account balances2008-01-014

Financial Data on 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-03-030
Total expenses incurred by plan in this plan year2025-03-0313877
Net assets as of the end of the plan year2025-03-030
Total assets as of the beginning of the plan year2025-03-0313877
Value of plan covered by a fidelity bond2025-03-03100000
Participant contributions to plan in this plan year2025-03-030
Other expenses paid from plan in this plan year2025-03-030
Other contributions to plan in this plan year2025-03-030
Other income to plan in this plan year2025-03-030
Plan net income in this plan year2025-03-03-13877
Net assets as of the end of the plan year2025-03-030
Net assets as of the beginning of the plan year2025-03-0313877
Employer contributions to plan in this plan year2025-03-030
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-030
2024 : 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-310
Net assets as of the end of the plan year2024-07-3113877
Total assets as of the beginning of the plan year2024-07-3113474
Value of plan covered by a fidelity bond2024-07-31100000
Participant contributions to plan in this plan year2024-07-310
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-31403
Plan net income in this plan year2024-07-31403
Net assets as of the end of the plan year2024-07-3113877
Net assets as of the beginning of the plan year2024-07-3113474
Employer contributions to plan in this plan year2024-07-310
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-310
2022 : 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-075462
Net assets as of the end of the plan year2022-04-0713082
Total assets as of the beginning of the plan year2022-04-0718163
Value of plan covered by a fidelity bond2022-04-0710000
Participant contributions to plan in this plan year2022-04-070
Other expenses paid from plan in this plan year2022-04-076
Other contributions to plan in this plan year2022-04-070
Other income to plan in this plan year2022-04-07381
Plan net income in this plan year2022-04-07-5081
Net assets as of the end of the plan year2022-04-0713082
Net assets as of the beginning of the plan year2022-04-0718163
Employer contributions to plan in this plan year2022-04-070
2008 : 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2008 401k financial data
Expenses. Total of all expenses incurred2008-12-31$31,463
Benefits paid (including direct rollovers)2008-12-31$3,600
Total plan assets at end of year2008-12-31$49,001
Total plan assets at beginning of year2008-12-31$80,464
Expenses. Other expenses not covered elsewhere2008-12-31$27,863
Net income (gross income less expenses)2008-12-31$-31,463
Net plan assets at end of year (total assets less liabilities)2008-12-31$49,001
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$80,464

Form 5500 Responses for 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE

2008: 403(B) THRIFT PLAN OF THE JEWISH FEDERATION OF NASHVILLE AND MIDDLE TENNESSEE 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA (National Association of Insurance Commissioners NAIC id number: )
Policy contract number015178-F
Policy instance 1

Potentially related plans

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