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TAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER
Plan identification number 005

TAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

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

Company Name:LEVITE JEWISH COMMUNITY CENTER
Employer identification number (EIN):630288848
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01MAUREEN SCARDINO2024-06-21
0052022-01-01MAUREEN SCARDINO2023-09-13
0052021-01-01MAUREEN SCARDINO2022-07-07
0052020-01-01MAUREEN SCARDINO2021-10-07
0052019-01-01FRAN OWEN2020-07-30
0052018-01-01FRAN OWEN2019-07-31
0052017-01-01FRAN OWEN2018-10-15 FRAN OWEN2018-10-15
0052016-01-01BETZY WEINBLATT-LYNCH2017-07-13
0052015-01-01BETZY WEINBLATT-LYNCH2016-06-29 BETZY WEINBLATT-LYNCH2016-06-29
0052014-01-01BETZY WEINBLATT-LYNCH2015-07-10 BETZY WEINBLATT-LYNCH2015-07-10
0052013-01-01BETZY WEINBLATT-LYNCH2014-07-11
0052012-01-01BETZY WEINBLATT-LYNCH2013-07-26
0052011-01-01GARTH POTTS2012-07-20
0052010-01-01GARTH POTTS2011-06-23

Financial Data on TAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-120
Total liabilities as of the end of the plan year2025-06-120
Total liabilities as of the beginning of the plan year2025-06-120
Total expenses incurred by plan in this plan year2025-06-125280
Net assets as of the end of the plan year2025-06-1291787
Total assets as of the beginning of the plan year2025-06-1279854
Value of plan covered by a fidelity bond2025-06-12200000
Participant contributions to plan in this plan year2025-06-121800
Other expenses paid from plan in this plan year2025-06-120
Other contributions to plan in this plan year2025-06-120
Other income to plan in this plan year2025-06-1215413
Plan net income in this plan year2025-06-1211933
Net assets as of the end of the plan year2025-06-1291787
Net assets as of the beginning of the plan year2025-06-1279854
Employer contributions to plan in this plan year2025-06-120
Fees paid to broker by Benefit Provider2025-06-1280
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1281
2024 : TAX DEFERRED ANNUITY PLAN OF LEVITE JEWISH COMMUNITY CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-210
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-215357
Net assets as of the end of the plan year2024-06-2179853
Total assets as of the beginning of the plan year2024-06-2165039
Value of plan covered by a fidelity bond2024-06-21200000
Participant contributions to plan in this plan year2024-06-215400
Other expenses paid from plan in this plan year2024-06-210
Other contributions to plan in this plan year2024-06-210
Other income to plan in this plan year2024-06-2114771
Plan net income in this plan year2024-06-2114814
Net assets as of the end of the plan year2024-06-2179853
Net assets as of the beginning of the plan year2024-06-2165039
Employer contributions to plan in this plan year2024-06-210
Fees paid to broker by Benefit Provider2024-06-2117
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-210

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