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TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:JEWISH FAMILY SERVICE OF SILICON VALLEY
Employer identification number (EIN):942536452
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LISA TRAN2024-09-26
0022022-01-01RUBIAN MOSS2023-10-16 RUBIAN MOSS2023-10-16
0022021-01-01RUBIAN MOSS2022-10-14
0022020-01-01TAMAR LEVI2021-05-27
0022019-01-01TAMAR LEVI2020-07-31
0022018-01-01TAMAR LEVI2019-06-26
0022017-01-01MINDY BERKOWITZ2018-05-02 MINDY BERKOWITZ2018-05-02
0022016-01-01MINDY BERKOWITZ2017-06-06 MINDY BERKOWITZ2017-06-06
0022015-01-01MINDY BERKOWITZ2016-06-08 MINDY BERKOWITZ2016-06-08
0022014-01-01MINDY BERKOWITZ2015-06-18 MINDY BERKOWITZ2015-06-18
0022013-01-01MINDY BERKOWITZ2014-07-02 MINDY BERKOWITZ2014-07-02
0022012-01-01MINDY BERKOWITZ2013-06-25 MINDY BERKOWITZ2013-06-25
0022011-01-01MINDY BERKOWITZ2012-06-28
0022010-01-01MINDY BERKOWITZ2011-05-26 MINDY BERKOWITZ2011-05-26

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY 2025 401k membership
Total number of particpants at beginning of year2025-10-1422
Total number of particpants at end of year2025-10-1423
Number of Participants With Account Balances2025-10-1416
2024: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY 2024 401k membership
Total number of particpants at beginning of year2024-09-2617
Total number of particpants at end of year2024-09-2622
Number of Participants With Account Balances2024-09-2617

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1427914
Net assets as of the end of the plan year2025-10-14537034
Total assets as of the beginning of the plan year2025-10-14407735
Value of plan covered by a fidelity bond2025-10-14250000
Participant contributions to plan in this plan year2025-10-14108710
Other expenses paid from plan in this plan year2025-10-14573
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1448503
Plan net income in this plan year2025-10-14129299
Net assets as of the end of the plan year2025-10-14537034
Net assets as of the beginning of the plan year2025-10-14407735
Employer contributions to plan in this plan year2025-10-140
Fees paid to broker by Benefit Provider2025-10-14110
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1471
2024 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF SILICON VALLEY 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-26349033
Net assets as of the end of the plan year2024-09-26407735
Total assets as of the beginning of the plan year2024-09-26592722
Value of plan covered by a fidelity bond2024-09-26250000
Participant contributions to plan in this plan year2024-09-2695651
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2668395
Plan net income in this plan year2024-09-26-184987
Net assets as of the end of the plan year2024-09-26407735
Net assets as of the beginning of the plan year2024-09-26592722
Employer contributions to plan in this plan year2024-09-260
Fees paid to broker by Benefit Provider2024-09-26135
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2643

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