JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY
| Measure | Date | Value |
|---|
| 2022: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 6 |
| Number of participants with account balances | 2022-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 8 |
| Total participants | 2021-01-01 | 8 |
| Number of participants with account balances | 2021-01-01 | 5 |
| 2020: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2017: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-24,811 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $305 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $415,947 |
| Total plan assets at beginning of year | 2022-12-31 | $441,063 |
| Value of fidelity bond covering the plan | 2022-12-31 | $44,106 |
| Total contributions received or receivable from participants | 2022-12-31 | $44,450 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-94,232 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-25,116 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $415,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $441,063 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $24,971 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $305 |
| 2021 : JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $146,893 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $300 |
| Total plan assets at end of year | 2021-12-31 | $441,063 |
| Total plan assets at beginning of year | 2021-12-31 | $294,470 |
| Value of fidelity bond covering the plan | 2021-12-31 | $29,500 |
| Total contributions received or receivable from participants | 2021-12-31 | $39,750 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $43,048 |
| Other income received | 2021-12-31 | $43,325 |
| Net income (gross income less expenses) | 2021-12-31 | $146,593 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $441,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $294,470 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $20,770 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $300 |
| 2020 : JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $98,104 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $33,468 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $33,193 |
| Total plan assets at end of year | 2020-12-31 | $294,470 |
| Total plan assets at beginning of year | 2020-12-31 | $229,834 |
| Value of fidelity bond covering the plan | 2020-12-31 | $29,500 |
| Total contributions received or receivable from participants | 2020-12-31 | $38,774 |
| Other income received | 2020-12-31 | $42,780 |
| Net income (gross income less expenses) | 2020-12-31 | $64,636 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $294,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $229,834 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $16,550 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $275 |
| 2019 : JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $79,839 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $590 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $290 |
| Total plan assets at end of year | 2019-12-31 | $229,834 |
| Total plan assets at beginning of year | 2019-12-31 | $150,585 |
| Total contributions received or receivable from participants | 2019-12-31 | $28,804 |
| Other income received | 2019-12-31 | $35,507 |
| Net income (gross income less expenses) | 2019-12-31 | $79,249 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $229,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $150,585 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,528 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $300 |
| 2017 : JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $53,475 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $165 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $119,973 |
| Total plan assets at beginning of year | 2017-12-31 | $66,663 |
| Total contributions received or receivable from participants | 2017-12-31 | $26,404 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $14,758 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $53,310 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $119,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $66,663 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $12,313 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $165 |
| 2016 : JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $32,557 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $85,100 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $85,040 |
| Total plan assets at end of year | 2016-12-31 | $66,663 |
| Total plan assets at beginning of year | 2016-12-31 | $119,206 |
| Total contributions received or receivable from participants | 2016-12-31 | $13,163 |
| Other income received | 2016-12-31 | $10,076 |
| Net income (gross income less expenses) | 2016-12-31 | $-52,543 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $66,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $119,206 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,318 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $60 |
| 2022: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
