TUCSON JEWISH COMMUNITY CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,447,507 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,446,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,445,378 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of total corrective distributions | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $536,276 |
| Value of total assets at end of year | 2023-12-31 | $5,949,375 |
| Value of total assets at beginning of year | 2023-12-31 | $5,948,766 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,520 |
| Total interest from all sources | 2023-12-31 | $14,881 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2023-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $264,662 |
| Participant contributions at end of year | 2023-12-31 | $120,550 |
| Participant contributions at beginning of year | 2023-12-31 | $154,093 |
| Participant contributions at end of year | 2023-12-31 | $6,273 |
| Participant contributions at beginning of year | 2023-12-31 | $3,703 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $286,115 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $472,272 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $3,717 |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $1,520 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $609 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,949,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,948,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
| Interest on participant loans | 2023-12-31 | $9,689 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Interest earned on other investments | 2023-12-31 | $5,192 |
| Income. Interest from US Government securities | 2023-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $5,433,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $5,248,127 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Asset value of US Government securities at end of year | 2023-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $896,350 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $271,614 |
| Employer contributions (assets) at end of year | 2023-12-31 | $103,353 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $70,571 |
| Income. Dividends from preferred stock | 2023-12-31 | $0 |
| Income. Dividends from common stock | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,441,661 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2023-12-31 | 364538293 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,447,507 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,446,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,445,378 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $0 |
| Value of total corrective distributions | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $536,276 |
| Value of total assets at end of year | 2023-01-01 | $5,949,375 |
| Value of total assets at beginning of year | 2023-01-01 | $5,948,766 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,520 |
| Total interest from all sources | 2023-01-01 | $14,881 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $0 |
| Assets. Real estate other than employer real property at end of year | 2023-01-01 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2023-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $264,662 |
| Participant contributions at end of year | 2023-01-01 | $120,550 |
| Participant contributions at beginning of year | 2023-01-01 | $154,093 |
| Participant contributions at end of year | 2023-01-01 | $6,273 |
| Participant contributions at beginning of year | 2023-01-01 | $3,703 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $286,115 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $472,272 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $3,717 |
| Assets. Loans (other than to participants) at end of year | 2023-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $1,520 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $609 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,949,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,948,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $0 |
| Interest on participant loans | 2023-01-01 | $9,689 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Interest earned on other investments | 2023-01-01 | $5,192 |
| Income. Interest from US Government securities | 2023-01-01 | $0 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $0 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $5,433,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $5,248,127 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $0 |
| Asset value of US Government securities at end of year | 2023-01-01 | $0 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $896,350 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $0 |
| Net gain/loss from 103.12 investment entities | 2023-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $271,614 |
| Employer contributions (assets) at end of year | 2023-01-01 | $103,353 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $70,571 |
| Income. Dividends from preferred stock | 2023-01-01 | $0 |
| Income. Dividends from common stock | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,441,661 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2023-01-01 | 364538293 |
| 2022 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-928,727 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $832,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $830,251 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $355,269 |
| Value of total assets at end of year | 2022-12-31 | $5,948,766 |
| Value of total assets at beginning of year | 2022-12-31 | $7,709,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,243 |
| Total interest from all sources | 2022-12-31 | $7,274 |
| 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 year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $231,196 |
| Participant contributions at end of year | 2022-12-31 | $154,093 |
| Participant contributions at beginning of year | 2022-12-31 | $81,057 |
| Participant contributions at end of year | 2022-12-31 | $3,703 |
| Participant contributions at beginning of year | 2022-12-31 | $6,707 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,354 |
| Other income not declared elsewhere | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $2,243 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,761,221 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,948,766 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,709,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,248,127 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,080,306 |
| Interest on participant loans | 2022-12-31 | $6,139 |
| Interest earned on other investments | 2022-12-31 | $1,135 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $472,272 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $462,128 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,291,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $119,719 |
| Employer contributions (assets) at end of year | 2022-12-31 | $70,571 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $79,789 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $830,251 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2022-12-31 | 364538293 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-928,727 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $832,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $830,251 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $355,269 |
| Value of total assets at end of year | 2022-01-01 | $5,948,766 |
| Value of total assets at beginning of year | 2022-01-01 | $7,709,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,243 |
| Total interest from all sources | 2022-01-01 | $7,274 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $231,196 |
| Participant contributions at end of year | 2022-01-01 | $154,093 |
| Participant contributions at beginning of year | 2022-01-01 | $81,057 |
| Participant contributions at end of year | 2022-01-01 | $3,703 |
| Participant contributions at beginning of year | 2022-01-01 | $6,707 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $4,354 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $2,243 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,761,221 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,948,766 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,709,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,248,127 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,080,306 |
| Interest on participant loans | 2022-01-01 | $6,139 |
| Interest earned on other investments | 2022-01-01 | $1,135 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $472,272 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $462,128 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,291,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $119,719 |
| Employer contributions (assets) at end of year | 2022-01-01 | $70,571 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $79,789 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $830,251 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2022-01-01 | 364538293 |
| 2021 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $1,362,594 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $442,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $436,553 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $319,523 |
| Value of total assets at end of year | 2021-12-31 | $7,703,280 |
| Value of total assets at beginning of year | 2021-12-31 | $6,783,131 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,892 |
| Total interest from all sources | 2021-12-31 | $10,353 |
| 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 year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $245,204 |
| Participant contributions at end of year | 2021-12-31 | $81,057 |
| Participant contributions at beginning of year | 2021-12-31 | $126,420 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $76 |
| Other income not declared elsewhere | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $5,892 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $920,149 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,703,280 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,783,131 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,080,306 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,971,198 |
| Interest on participant loans | 2021-12-31 | $5,882 |
| Interest earned on other investments | 2021-12-31 | $4,471 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $462,128 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $593,776 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,032,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $74,243 |
| Employer contributions (assets) at end of year | 2021-12-31 | $79,789 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $91,737 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $436,553 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2021-12-31 | 364538293 |
| 2020 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,237,736 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $820,224 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $817,050 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $398,225 |
| Value of total assets at end of year | 2020-12-31 | $6,783,131 |
| Value of total assets at beginning of year | 2020-12-31 | $6,365,619 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $508 |
| Total interest from all sources | 2020-12-31 | $8,668 |
| 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 year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $245,656 |
| Participant contributions at end of year | 2020-12-31 | $126,419 |
| Participant contributions at beginning of year | 2020-12-31 | $115,193 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $19,828 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $508 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $417,512 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,783,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,365,619 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,971,199 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,697,987 |
| Interest on participant loans | 2020-12-31 | $3,059 |
| Interest earned on other investments | 2020-12-31 | $5,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $593,776 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $463,654 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $830,843 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $132,741 |
| Employer contributions (assets) at end of year | 2020-12-31 | $91,737 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $88,785 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $817,050 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2020-12-31 | 364538293 |
| 2019 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $1,979,229 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $280,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $277,731 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,039,480 |
| Value of total assets at end of year | 2019-12-31 | $6,365,619 |
| Value of total assets at beginning of year | 2019-12-31 | $4,666,793 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,672 |
| Total interest from all sources | 2019-12-31 | $12,129 |
| 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 year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $223,806 |
| Participant contributions at end of year | 2019-12-31 | $115,193 |
| Participant contributions at beginning of year | 2019-12-31 | $74,046 |
| Participant contributions at beginning of year | 2019-12-31 | $5,945 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $588,083 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $2,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,698,826 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,365,619 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,666,793 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,697,987 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,053,383 |
| Interest on participant loans | 2019-12-31 | $4,290 |
| Interest earned on other investments | 2019-12-31 | $7,839 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $463,654 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $436,275 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $927,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $227,591 |
| Employer contributions (assets) at end of year | 2019-12-31 | $88,785 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $97,144 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $277,731 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2019-12-31 | 364538293 |
| 2018 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $226,751 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $531,382 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $564,579 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-35,686 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $506,401 |
| Value of total assets at end of year | 2018-12-31 | $4,702,479 |
| Value of total assets at beginning of year | 2018-12-31 | $5,007,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,489 |
| Total interest from all sources | 2018-12-31 | $8,936 |
| 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 year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $165,220 |
| Participant contributions at end of year | 2018-12-31 | $109,732 |
| Participant contributions at beginning of year | 2018-12-31 | $121,004 |
| Participant contributions at end of year | 2018-12-31 | $5,945 |
| Participant contributions at beginning of year | 2018-12-31 | $10,870 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $119,884 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,489 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-304,631 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,702,479 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,007,110 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,053,383 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,389,042 |
| Interest on participant loans | 2018-12-31 | $4,617 |
| Interest earned on other investments | 2018-12-31 | $4,319 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $436,275 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $407,424 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-288,586 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $221,297 |
| Employer contributions (assets) at end of year | 2018-12-31 | $97,144 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $78,770 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $564,579 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | LUDWIG KLEWER & RUDNER PLLC |
| Accountancy firm EIN | 2018-12-31 | 364538293 |
| 2017 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $9,480 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,053,365 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $323,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $321,289 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $489,718 |
| Value of total assets at end of year | 2017-12-31 | $5,007,110 |
| Value of total assets at beginning of year | 2017-12-31 | $4,286,613 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,099 |
| Total interest from all sources | 2017-12-31 | $8,410 |
| 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 year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $174,926 |
| Participant contributions at end of year | 2017-12-31 | $121,004 |
| Participant contributions at beginning of year | 2017-12-31 | $115,476 |
| Participant contributions at end of year | 2017-12-31 | $10,870 |
| Participant contributions at beginning of year | 2017-12-31 | $7,688 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $123,306 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $9,480 |
| Other income not declared elsewhere | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $2,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $729,977 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,007,110 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,277,133 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,389,042 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,686,455 |
| Interest on participant loans | 2017-12-31 | $4,355 |
| Interest earned on other investments | 2017-12-31 | $4,055 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $407,424 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $387,687 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $555,237 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $191,486 |
| Employer contributions (assets) at end of year | 2017-12-31 | $78,770 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $89,307 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $321,289 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | HBL CPA'S, PC |
| Accountancy firm EIN | 2017-12-31 | 860360084 |
| 2016 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $790,211 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $321,142 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $319,343 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $487,492 |
| Value of total assets at end of year | 2016-12-31 | $4,286,613 |
| Value of total assets at beginning of year | 2016-12-31 | $3,817,544 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,799 |
| Total interest from all sources | 2016-12-31 | $9,281 |
| 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 year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $169,063 |
| Participant contributions at end of year | 2016-12-31 | $115,476 |
| Participant contributions at beginning of year | 2016-12-31 | $145,063 |
| Participant contributions at end of year | 2016-12-31 | $7,688 |
| Participant contributions at beginning of year | 2016-12-31 | $7,183 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $138,581 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,799 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $469,069 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,286,613 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,817,544 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,686,455 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,209,515 |
| Interest on participant loans | 2016-12-31 | $5,423 |
| Interest earned on other investments | 2016-12-31 | $3,858 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $387,687 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $369,280 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $293,438 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $179,848 |
| Employer contributions (assets) at end of year | 2016-12-31 | $89,307 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $86,503 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $319,343 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | HBL CPA'S, PC |
| Accountancy firm EIN | 2016-12-31 | 860360084 |
| 2015 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $328,747 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $316,516 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $314,674 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $354,872 |
| Value of total assets at end of year | 2015-12-31 | $3,817,544 |
| Value of total assets at beginning of year | 2015-12-31 | $3,805,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,842 |
| Total interest from all sources | 2015-12-31 | $10,505 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $139,997 |
| Participant contributions at end of year | 2015-12-31 | $145,063 |
| Participant contributions at beginning of year | 2015-12-31 | $168,189 |
| Participant contributions at end of year | 2015-12-31 | $7,183 |
| Participant contributions at beginning of year | 2015-12-31 | $2,352 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $40,896 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,842 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $12,231 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,817,544 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,805,313 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,209,515 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,977,283 |
| Interest on participant loans | 2015-12-31 | $6,607 |
| Interest earned on other investments | 2015-12-31 | $3,898 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $369,280 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $569,372 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-36,630 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $173,979 |
| Employer contributions (assets) at end of year | 2015-12-31 | $86,503 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $88,117 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $314,674 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | HBL CPA'S, PC |
| Accountancy firm EIN | 2015-12-31 | 860360084 |
| 2014 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,529 |
| Total income from all sources (including contributions) | 2014-12-31 | $612,056 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $134,302 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $92,216 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $36,170 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $424,526 |
| Value of total assets at end of year | 2014-12-31 | $3,805,313 |
| Value of total assets at beginning of year | 2014-12-31 | $3,329,088 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,916 |
| Total interest from all sources | 2014-12-31 | $10,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $123,449 |
| Participant contributions at end of year | 2014-12-31 | $168,189 |
| Participant contributions at beginning of year | 2014-12-31 | $86,129 |
| Participant contributions at end of year | 2014-12-31 | $2,352 |
| Participant contributions at beginning of year | 2014-12-31 | $4,414 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $122,243 |
| Other income not declared elsewhere | 2014-12-31 | $30 |
| Administrative expenses (other) incurred | 2014-12-31 | $5,916 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $477,754 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,805,313 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,327,559 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,977,283 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,565,038 |
| Interest on participant loans | 2014-12-31 | $4,991 |
| Interest earned on other investments | 2014-12-31 | $5,661 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $569,372 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $594,612 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $176,848 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $178,834 |
| Employer contributions (assets) at end of year | 2014-12-31 | $88,117 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $78,895 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $92,216 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $1,529 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | HBL CPA'S, PC |
| Accountancy firm EIN | 2014-12-31 | 860360084 |
| 2013 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $728,451 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,528 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $603,759 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $56,327 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $54,212 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $325,563 |
| Value of total assets at end of year | 2013-12-31 | $3,329,088 |
| Value of total assets at beginning of year | 2013-12-31 | $2,051,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,115 |
| Total interest from all sources | 2013-12-31 | $9,847 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $74,682 |
| Participant contributions at end of year | 2013-12-31 | $86,129 |
| Participant contributions at beginning of year | 2013-12-31 | $92,710 |
| Participant contributions at end of year | 2013-12-31 | $4,414 |
| Participant contributions at beginning of year | 2013-12-31 | $2,173 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $79,135 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,528 |
| Administrative expenses (other) incurred | 2013-12-31 | $2,115 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $547,432 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,327,560 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,051,677 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,565,038 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,398,545 |
| Interest on participant loans | 2013-12-31 | $3,674 |
| Interest earned on other investments | 2013-12-31 | $6,173 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $594,612 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $550,402 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $268,349 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $171,746 |
| Employer contributions (assets) at end of year | 2013-12-31 | $78,895 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $7,847 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $54,212 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | HBL CPA'S, PC |
| Accountancy firm EIN | 2013-12-31 | 860360084 |
| 2012 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $6,993 |
| Total income from all sources (including contributions) | 2012-12-31 | $314,216 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $140,397 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $138,004 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $172,001 |
| Value of total assets at end of year | 2012-12-31 | $2,051,677 |
| Value of total assets at beginning of year | 2012-12-31 | $1,884,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,393 |
| Total interest from all sources | 2012-12-31 | $13,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $82,777 |
| Participant contributions at end of year | 2012-12-31 | $92,710 |
| Participant contributions at beginning of year | 2012-12-31 | $88,066 |
| Participant contributions at end of year | 2012-12-31 | $2,173 |
| Participant contributions at beginning of year | 2012-12-31 | $2,925 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $325 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $6,993 |
| Other income not declared elsewhere | 2012-12-31 | $0 |
| Administrative expenses (other) incurred | 2012-12-31 | $2,393 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $173,819 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,051,677 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,877,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,398,545 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,206,198 |
| Interest on participant loans | 2012-12-31 | $3,587 |
| Interest earned on other investments | 2012-12-31 | $9,428 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $550,402 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $578,808 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $129,200 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $88,899 |
| Employer contributions (assets) at end of year | 2012-12-31 | $7,847 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $8,854 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $138,004 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HBL CPAS, PC |
| Accountancy firm EIN | 2012-12-31 | 860360084 |
| 2011 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,993 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,741 |
| Total income from all sources (including contributions) | 2011-12-31 | $209,329 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $274,302 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $272,330 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $207,330 |
| Value of total assets at end of year | 2011-12-31 | $1,884,851 |
| Value of total assets at beginning of year | 2011-12-31 | $1,949,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,972 |
| Total interest from all sources | 2011-12-31 | $16,472 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $108,240 |
| Participant contributions at end of year | 2011-12-31 | $88,066 |
| Participant contributions at beginning of year | 2011-12-31 | $73,500 |
| Participant contributions at end of year | 2011-12-31 | $2,925 |
| Participant contributions at beginning of year | 2011-12-31 | $3,184 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $6,993 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $6,741 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,972 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-64,973 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,877,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,942,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,206,198 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,212,258 |
| Interest on participant loans | 2011-12-31 | $3,395 |
| Interest earned on other investments | 2011-12-31 | $13,077 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $578,808 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $654,239 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-14,473 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $99,090 |
| Employer contributions (assets) at end of year | 2011-12-31 | $8,854 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $6,391 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $272,330 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | DEVRIES CPAS OF ARIZONA PC |
| Accountancy firm EIN | 2011-12-31 | 860695888 |
| 2010 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,741 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $360,457 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $205,990 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $203,517 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $193,045 |
| Value of total assets at end of year | 2010-12-31 | $1,949,572 |
| Value of total assets at beginning of year | 2010-12-31 | $1,788,364 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,473 |
| Total interest from all sources | 2010-12-31 | $21,661 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $98,522 |
| Participant contributions at end of year | 2010-12-31 | $73,500 |
| Participant contributions at beginning of year | 2010-12-31 | $60,255 |
| Participant contributions at end of year | 2010-12-31 | $3,184 |
| Participant contributions at beginning of year | 2010-12-31 | $5,882 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,741 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $2,473 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $154,467 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,942,831 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,788,364 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,212,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,087,183 |
| Interest on participant loans | 2010-12-31 | $3,815 |
| Interest earned on other investments | 2010-12-31 | $17,846 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $654,239 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $625,509 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $145,751 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $94,523 |
| Employer contributions (assets) at end of year | 2010-12-31 | $6,391 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $9,535 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $203,517 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | DEVRIES CPAS OF ARIZONA PC |
| Accountancy firm EIN | 2010-12-31 | 860695888 |
| 2009 : EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTER 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
