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403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, INC.
Plan identification number 002

403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, 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 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

HILLEL DAY SCHOOL OF BOCA RATON N, INC. has sponsored the creation of one or more 401k plans.

Company Name:HILLEL DAY SCHOOL OF BOCA RATON N, INC.
Employer identification number (EIN):650489297
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01DEON NATHAN2021-10-15
0022019-01-01JOE SHARP2020-07-17 JOE SHARP2020-07-17
0022018-01-01JOE SHARP2019-06-16
0022017-01-01JOE SHARP2018-06-27 JOE SHARP2018-06-27
0022016-01-01JOE SHARP2017-04-24 JOE SHARP2017-04-24
0022015-01-01JOE SHARP2016-06-22 JOE SHARP2016-06-22
0022014-01-01JOE SHARP2015-05-08
0022014-01-01JOE SHARP2018-06-25 JOE SHARP2018-06-25
0022014-01-01JOE SHARP2015-04-20 JOE SHARP2015-04-20
0022013-01-01JOE SHARP2014-07-23 JOE SHARP2014-07-23
0022012-01-01JOE SHARP2013-07-01 JOE SHARP2013-07-01
0022011-01-01DENNIS DONOHUE2012-06-28 DENNIS DONOHUE2012-06-28
0022010-01-01LESLIE ANI2011-07-14 LESLIE ANI2011-07-14
0022007-01-01MARTIN ROBINS
0022006-01-01MARTIN ROBINS

Form 5500 Responses for 403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, INC.

2007: 403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: 403(B) THRIFT PLAN OF KATZ HILLEL DAY SCHOOL OF BOCA RATON, INC. 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number018036A
Policy instance 1
Insurance contract or identification number018036A
Number of Individuals Covered56
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $553
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees331
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameTODD ABRAMS

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