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| Plan Name | JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JEWISH FAMILY SERVICE |
| Employer identification number (EIN): | 720851575 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about JEWISH FAMILY SERVICE
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | |
| Company Identification Number: | 271650 |
| Legal Registered Office Address: |
1070 COLLEGE AVENUE - COLUMBUS United States of America (USA) 43209 |
More information about JEWISH FAMILY SERVICE
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DEBRA DOLESE | 2024-06-26 | DEBRA DOLESE | 2024-06-26 |
| 001 | 2022-01-01 | DAVID POSTERNOCK | 2023-04-11 | ||
| 001 | 2021-01-01 | DAVID POSTERNOCK | 2022-06-27 | ||
| 001 | 2020-01-01 | JULIE FINKELSTEIN | 2021-07-15 | ||
| 001 | 2018-01-01 | JULIE FINKELSTEIN | 2019-05-14 | JULIE FINKELSTEIN | 2019-05-14 |
| 001 | 2017-01-01 | JULIE FINKELSTEIN | 2018-05-16 | JULIE FINKELSTEIN | 2018-05-16 |
| 001 | 2016-01-01 | JULIE FINKELSTEIN | 2017-07-12 | ||
| 001 | 2015-01-01 | JULIE FINKELSTEIN | 2016-05-10 | JULIE FINKELSTEIN | 2016-05-10 |
| 001 | 2014-01-01 | JULIE FINKELSTEIN | 2015-05-27 | ||
| 001 | 2013-01-01 | MICHAEL STEINER | 2014-06-11 | ||
| 001 | 2012-01-01 | DEENA GERBER | 2013-07-25 | DEENA GERBER | 2013-07-25 |
| 001 | 2011-01-01 | DEENA GERBER | 2012-10-11 | ||
| 001 | 2010-01-01 | DEENA GERBER | 2011-11-29 |
| Measure | Date | Value |
|---|---|---|
| 2025: JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-09 | 37 |
| Total number of particpants at end of year | 2025-07-09 | 37 |
| Number of Participants With Account Balances | 2025-07-09 | 35 |
| 2024: JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-26 | 23 |
| Total number of particpants at end of year | 2024-06-26 | 37 |
| Number of Participants With Account Balances | 2024-06-26 | 30 |
| 2022: JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-27 | 27 |
| Total number of particpants at end of year | 2022-06-27 | 21 |
| Number of Participants With Account Balances | 2022-06-27 | 21 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-09 | 10704 |
| Net assets as of the end of the plan year | 2025-07-09 | 741501 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 569301 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 60000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 53624 |
| Value of participant loans at end of plan year | 2025-07-09 | 5183 |
| Other income to plan in this plan year | 2025-07-09 | 60573 |
| Plan net income in this plan year | 2025-07-09 | 172200 |
| Net assets as of the end of the plan year | 2025-07-09 | 741501 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 569301 |
| Employer contributions to plan in this plan year | 2025-07-09 | 68707 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-09 | 4051 |
| 2024 : JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-26 | 5417 |
| Net assets as of the end of the plan year | 2024-06-26 | 569301 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 438412 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 60000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 42224 |
| Value of participant loans at end of plan year | 2024-06-26 | 6905 |
| Other income to plan in this plan year | 2024-06-26 | 58084 |
| Plan net income in this plan year | 2024-06-26 | 130889 |
| Net assets as of the end of the plan year | 2024-06-26 | 569301 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 438412 |
| Employer contributions to plan in this plan year | 2024-06-26 | 35998 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 3027 |
| 2022 : JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-27 | 229867 |
| Net assets as of the end of the plan year | 2022-06-27 | 583452 |
| Total assets as of the beginning of the plan year | 2022-06-27 | 661909 |
| Value of plan covered by a fidelity bond | 2022-06-27 | 600000 |
| Participant contributions to plan in this plan year | 2022-06-27 | 48128 |
| Value of participant loans at end of plan year | 2022-06-27 | 2623 |
| Other income to plan in this plan year | 2022-06-27 | 71570 |
| Plan net income in this plan year | 2022-06-27 | -78457 |
| Net assets as of the end of the plan year | 2022-06-27 | 583452 |
| Net assets as of the beginning of the plan year | 2022-06-27 | 661909 |
| Employer contributions to plan in this plan year | 2022-06-27 | 31712 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-27 | 2909 |