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THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 401k Plan overview

Plan NameTHE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN
Plan identification number 003

THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH
Employer identification number (EIN):943307253
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JULIAN VOLOJ2023-07-30 JULIAN VOLOJ2023-07-30
0032021-01-01JULIAN VOLOJ2022-10-13 JULIAN VOLOJ2022-10-13
0032020-01-01DIANE TOBIN2021-10-22 DIANE TOBIN2021-10-22
0032019-01-01DIANE TOBIN2020-10-15
0032018-01-01
0032017-01-01DIANE TOBIN

Plan Statistics for THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN

401k plan membership statisitcs for THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN

Measure Date Value
2018: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN

Measure Date Value
2018 : THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-7,953
Expenses. Total of all expenses incurred2018-12-31$7,253
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$781,674
Total plan assets at beginning of year2018-12-31$796,880
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$48,800
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-56,753
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-15,206
Net plan assets at end of year (total assets less liabilities)2018-12-31$781,674
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$796,880
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,253
2017 : THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$797,152
Expenses. Total of all expenses incurred2017-12-31$272
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$796,880
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$47,438
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$728,786
Other income received2017-12-31$20,928
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$796,880
Net plan assets at end of year (total assets less liabilities)2017-12-31$796,880
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$272

Form 5500 Responses for THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN

2018: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE INSTITUTE FOR JEWISH & COMMUNITY RESEARCH 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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