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403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC
Plan identification number 003

403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH FAMILY AND CHILDREN'S SERVIC E OF LONG BEACH-WEST ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY AND CHILDREN'S SERVIC E OF LONG BEACH-WEST ORANGE COUNTY
Employer identification number (EIN):952273033
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ERIKA MEJIA2024-07-31
0032022-01-01ERIKA MEJIA2023-07-26
0032021-01-01WILLIAM OLDFIELD2022-07-18
0032020-01-01KATHRYN MILES2021-06-25
0032019-01-01KATHRYN MILES2020-07-07
0032018-01-01KATHRYN MILES2019-07-16
0032017-01-01KATHRYN MILES2018-05-24 KATHRYN MILES2018-05-24
0032016-01-01KATHRYN MILES2017-05-08 KATHRYN MILES2017-05-08
0032015-01-01KATHRYN MILES2016-07-20 KATHRYN MILES2016-07-20
0032014-01-01KATHRYN MILES2015-07-08 KATHRYN MILES2015-07-08
0032013-01-01KATHRYN MILES2014-06-24 KATHRYN MILES2014-06-24
0032012-01-01KATHRYN MILES2013-07-23 KATHRYN MILES2013-07-23
0032011-01-01JOHANNA VALENCIA2012-07-25 JOHANNA VALENCIA2012-07-25
0032010-01-01WENDY PUZARNE2011-10-04 WENDY PUZARNE2011-10-04

Plan Statistics for 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC

Measure Date Value
2025: 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 2025 401k membership
Total number of particpants at beginning of year2025-10-1327
Total number of particpants at end of year2025-10-1328
Number of Participants With Account Balances2025-10-1324
2024: 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 2024 401k membership
Total number of particpants at beginning of year2024-07-3121
Total number of particpants at end of year2024-07-3127
Number of Participants With Account Balances2024-07-3125
2022: 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 2022 401k membership
Total number of particpants at beginning of year2022-07-1817
Total number of particpants at end of year2022-07-1821
Number of Participants With Account Balances2022-07-1821

Financial Data on 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC

Measure Date Value
2025 : 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-131350
Net assets as of the end of the plan year2025-10-13578133
Total assets as of the beginning of the plan year2025-10-13395588
Value of plan covered by a fidelity bond2025-10-131000000
Participant contributions to plan in this plan year2025-10-13108893
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1352039
Plan net income in this plan year2025-10-13182545
Net assets as of the end of the plan year2025-10-13578133
Net assets as of the beginning of the plan year2025-10-13395588
Employer contributions to plan in this plan year2025-10-1322963
Fees paid to broker by Benefit Provider2025-10-1349
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-13165
2024 : 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-31773
Net assets as of the end of the plan year2024-07-31395588
Total assets as of the beginning of the plan year2024-07-31247555
Value of plan covered by a fidelity bond2024-07-311000000
Participant contributions to plan in this plan year2024-07-3186830
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3143231
Plan net income in this plan year2024-07-31148033
Net assets as of the end of the plan year2024-07-31395588
Net assets as of the beginning of the plan year2024-07-31247555
Employer contributions to plan in this plan year2024-07-3118745
Fees paid to broker by Benefit Provider2024-07-31270
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3169
2022 : 403(B) THRIFT PLAN OF JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEAC 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-180
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-18210
Net assets as of the end of the plan year2022-07-18779275
Total assets as of the beginning of the plan year2022-07-18626136
Value of plan covered by a fidelity bond2022-07-181000000
Participant contributions to plan in this plan year2022-07-1836039
Other expenses paid from plan in this plan year2022-07-18210
Other contributions to plan in this plan year2022-07-181512
Other income to plan in this plan year2022-07-18101114
Plan net income in this plan year2022-07-18153139
Net assets as of the end of the plan year2022-07-18779275
Net assets as of the beginning of the plan year2022-07-18626136
Employer contributions to plan in this plan year2022-07-1814684
Fees paid to broker by Benefit Provider2022-07-18232

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