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JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 401k Plan overview

Plan NameJEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN
Plan identification number 001

JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN Benefits

401k Plan TypeDefined 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).
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

JEWISH FAMILY SERVICE has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBRA DOLESE2024-06-26 DEBRA DOLESE2024-06-26
0012022-01-01DAVID POSTERNOCK2023-04-11
0012021-01-01DAVID POSTERNOCK2022-06-27
0012020-01-01JULIE FINKELSTEIN2021-07-15
0012018-01-01JULIE FINKELSTEIN2019-05-14 JULIE FINKELSTEIN2019-05-14
0012017-01-01JULIE FINKELSTEIN2018-05-16 JULIE FINKELSTEIN2018-05-16
0012016-01-01JULIE FINKELSTEIN2017-07-12
0012015-01-01JULIE FINKELSTEIN2016-05-10 JULIE FINKELSTEIN2016-05-10
0012014-01-01JULIE FINKELSTEIN2015-05-27
0012013-01-01MICHAEL STEINER2014-06-11
0012012-01-01DEENA GERBER2013-07-25 DEENA GERBER2013-07-25
0012011-01-01DEENA GERBER2012-10-11
0012010-01-01DEENA GERBER2011-11-29

Plan Statistics for JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN

401k plan membership statisitcs for JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN

Measure Date Value
2025: JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0937
Total number of particpants at end of year2025-07-0937
Number of Participants With Account Balances2025-07-0935
2024: JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2623
Total number of particpants at end of year2024-06-2637
Number of Participants With Account Balances2024-06-2630
2022: JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2727
Total number of particpants at end of year2022-06-2721
Number of Participants With Account Balances2022-06-2721

Financial Data on JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN

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 year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0910704
Net assets as of the end of the plan year2025-07-09741501
Total assets as of the beginning of the plan year2025-07-09569301
Value of plan covered by a fidelity bond2025-07-0960000
Participant contributions to plan in this plan year2025-07-0953624
Value of participant loans at end of plan year2025-07-095183
Other income to plan in this plan year2025-07-0960573
Plan net income in this plan year2025-07-09172200
Net assets as of the end of the plan year2025-07-09741501
Net assets as of the beginning of the plan year2025-07-09569301
Employer contributions to plan in this plan year2025-07-0968707
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-094051
2024 : JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-265417
Net assets as of the end of the plan year2024-06-26569301
Total assets as of the beginning of the plan year2024-06-26438412
Value of plan covered by a fidelity bond2024-06-2660000
Participant contributions to plan in this plan year2024-06-2642224
Value of participant loans at end of plan year2024-06-266905
Other income to plan in this plan year2024-06-2658084
Plan net income in this plan year2024-06-26130889
Net assets as of the end of the plan year2024-06-26569301
Net assets as of the beginning of the plan year2024-06-26438412
Employer contributions to plan in this plan year2024-06-2635998
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-263027
2022 : JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS 403B RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-27229867
Net assets as of the end of the plan year2022-06-27583452
Total assets as of the beginning of the plan year2022-06-27661909
Value of plan covered by a fidelity bond2022-06-27600000
Participant contributions to plan in this plan year2022-06-2748128
Value of participant loans at end of plan year2022-06-272623
Other income to plan in this plan year2022-06-2771570
Plan net income in this plan year2022-06-27-78457
Net assets as of the end of the plan year2022-06-27583452
Net assets as of the beginning of the plan year2022-06-27661909
Employer contributions to plan in this plan year2022-06-2731712
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-272909

Potentially related plans

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