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EMPLOYEE BENEFIT PLAN OF JELANI HOUSE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JELANI HOUSE
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF JELANI HOUSE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JELANI HOUSE has sponsored the creation of one or more 401k plans.

Company Name:JELANI HOUSE
Employer identification number (EIN):943202096
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JELANI HOUSE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01BRAD AKARD2019-10-09
0012016-01-01LILLIAN SHINE2017-10-11 LILLIAN SHINE2017-10-11
0012015-01-01LILLIAN SHINE2016-10-04 LILLIAN SHINE2016-10-04
0012014-01-01LILLIAN SHINE2015-10-15 LILLIAN SHINE2015-10-15
0012010-01-01MARGARET GOLD2011-06-29
0012008-01-01MARGARET GOLD

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JELANI HOUSE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JELANI HOUSE

Measure Date Value
2008: EMPLOYEE BENEFIT PLAN OF JELANI HOUSE 2008 401k membership
Total participants, beginning-of-year2008-01-0130
Total number of active participants reported on line 7a of the Form 55002008-01-0122
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0111
Total of all active and inactive participants2008-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0133
Number of participants with account balances2008-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF JELANI HOUSE

Measure Date Value
2008 : EMPLOYEE BENEFIT PLAN OF JELANI HOUSE 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-73,487
Expenses. Total of all expenses incurred2008-12-31$13,344
Benefits paid (including direct rollovers)2008-12-31$8,175
Total plan assets at end of year2008-12-31$331,952
Total plan assets at beginning of year2008-12-31$418,783
Value of fidelity bond covering the plan2008-12-31$100,000
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$4,412
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-126,878
Net income (gross income less expenses)2008-12-31$-86,831
Net plan assets at end of year (total assets less liabilities)2008-12-31$331,952
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$418,783
Total contributions received or receivable from employer(s)2008-12-31$53,391
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$757

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF JELANI HOUSE

2008: EMPLOYEE BENEFIT PLAN OF JELANI HOUSE 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054134-E
Policy instance 1
Insurance contract or identification number054134-E
Number of Individuals Covered33
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $102
Are there contracts with allocated funds for individual policies?No
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL PEARCE

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