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JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 401k Plan overview

Plan NameJEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN
Plan identification number 002

JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 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.
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 COMMUNITY CENTER OF DALLAS has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY CENTER OF DALLAS
Employer identification number (EIN):751461847
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01ARTIE ALLEN
0022016-01-01ARTIE ALLEN
0022015-01-01ARTIE ALLEN2016-06-01
0022014-01-01ARTIE ALLEN2015-06-16
0022013-01-01ARTIE ALLEN2014-06-23
0022012-01-01ARTIE ALLEN2013-10-01

Plan Statistics for JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN

401k plan membership statisitcs for JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN

Measure Date Value
2022: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01119
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01137
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01115
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01106
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01111
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01141
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01126
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01118
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-01113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01124
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011

Financial Data on JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN

Measure Date Value
2022 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-228,701
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$116,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$106,071
Value of total corrective distributions2022-12-31$9,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$311,340
Value of total assets at end of year2022-12-31$3,349,105
Value of total assets at beginning of year2022-12-31$3,694,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,195
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,195
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$235,215
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-345,496
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,349,105
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,694,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,882,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,419,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$393,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$202,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$202,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-540,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$73,107
Employer contributions (assets) at end of year2022-12-31$73,107
Employer contributions (assets) at beginning of year2022-12-31$72,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$106,071
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$692,399
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$381,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$367,498
Value of total corrective distributions2021-12-31$13,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$336,686
Value of total assets at end of year2021-12-31$3,694,601
Value of total assets at beginning of year2021-12-31$3,383,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,180
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,180
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$264,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$310,684
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,694,601
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,383,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,419,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,162,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$202,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$154,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$154,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$355,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$72,524
Employer contributions (assets) at end of year2021-12-31$72,524
Employer contributions (assets) at beginning of year2021-12-31$66,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$367,498
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$798,645
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$172,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$152,034
Value of total corrective distributions2020-12-31$19,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$387,430
Value of total assets at end of year2020-12-31$3,383,917
Value of total assets at beginning of year2020-12-31$2,757,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,050
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,050
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$239,031
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,832
Other income not declared elsewhere2020-12-31$411,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$625,956
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,383,917
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,757,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,162,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,547,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$154,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$145,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$145,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$66,567
Employer contributions (assets) at end of year2020-12-31$66,567
Employer contributions (assets) at beginning of year2020-12-31$64,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$152,034
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBERT RUSSELL, CPA, PLLC
Accountancy firm EIN2020-12-31852872866
2019 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$718,892
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$246,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$229,211
Value of total corrective distributions2019-12-31$15,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$278,513
Value of total assets at end of year2019-12-31$2,757,961
Value of total assets at beginning of year2019-12-31$2,285,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$955
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$955
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$210,960
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$472,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,757,961
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,285,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,547,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,095,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$145,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$132,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$132,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$440,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$64,972
Employer contributions (assets) at end of year2019-12-31$64,972
Employer contributions (assets) at beginning of year2019-12-31$57,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$229,211
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCDONALD AND SIMMONS, P.C.
Accountancy firm EIN2019-12-31752268179
2018 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$92,173
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$23,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,250
Value of total corrective distributions2018-12-31$15,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$225,041
Value of total assets at end of year2018-12-31$2,285,171
Value of total assets at beginning of year2018-12-31$2,216,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$830
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$830
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$169,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$69,110
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,285,171
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,216,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,095,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,041,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$132,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$120,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$120,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-132,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$55,623
Employer contributions (assets) at end of year2018-12-31$57,093
Employer contributions (assets) at beginning of year2018-12-31$53,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,250
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCDONALD AND SIMMONS, P.C.
Accountancy firm EIN2018-12-31752268179
2017 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$491,206
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$29,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,000
Value of total corrective distributions2017-12-31$14,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$211,675
Value of total assets at end of year2017-12-31$2,216,061
Value of total assets at beginning of year2017-12-31$1,754,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$775
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$156,015
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$10,429
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,870
Administrative expenses (other) incurred2017-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$461,955
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,216,061
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,754,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,041,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,580,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$120,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$114,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$114,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$279,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$53,790
Employer contributions (assets) at end of year2017-12-31$53,790
Employer contributions (assets) at beginning of year2017-12-31$48,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCDONALD AND SIMMONS, P.C.
Accountancy firm EIN2017-12-31752268179
2016 : JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$297,969
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$314,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$300,943
Value of total corrective distributions2016-12-31$12,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$181,896
Value of total assets at end of year2016-12-31$1,754,106
Value of total assets at beginning of year2016-12-31$1,770,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$740
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$133,256
Participant contributions at end of year2016-12-31$10,429
Participant contributions at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-16,309
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,754,106
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,770,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,580,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,606,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$114,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$118,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$118,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$116,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$48,640
Employer contributions (assets) at end of year2016-12-31$48,640
Employer contributions (assets) at beginning of year2016-12-31$45,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$300,943
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCDONALD AND SIMMONS, P.C.
Accountancy firm EIN2016-12-31752268179

Form 5500 Responses for JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN

2022: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH COMMUNITY CENTER OF DALLAS 403(B) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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