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TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 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 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 INC has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FAMILY SERVICE INC
Employer identification number (EIN):060646695
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 FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01HARVEY PARIS2023-07-21
0022021-01-01HARVEY PARIS2022-07-25
0022020-01-01HARVEY PARIS2021-07-28
0022019-01-01HARVEY PARIS2020-07-28
0022018-01-01HARVEY PARIS2019-10-10
0022017-01-01HARVEY PARIS2018-04-24 HARVEY PARIS2018-04-24
0022016-01-01HARVEY PARIS2017-07-06 HARVEY PARIS2017-07-06
0022015-01-01HARVEY PARIS
0022014-01-01HARVEY PARIS
0022013-01-01HARVEY PARIS
0022012-01-01HARVEY PARIS
0022011-01-01HARVEY PARIS
0022010-01-01HARVEY PARIS
0022009-01-01HARVEY PARIS

Plan Statistics for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

Measure Date Value
2015: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2010: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

Measure Date Value
2015 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2015 401k financial data
Total income from all sources2015-12-31$-640
Expenses. Total of all expenses incurred2015-12-31$35,036
Total plan assets at end of year2015-12-31$348,216
Total plan assets at beginning of year2015-12-31$383,892
Total contributions received or receivable from participants2015-12-31$2,746
Expenses. Other expenses not covered elsewhere2015-12-31$35,036
Other income received2015-12-31$-3,386
Net income (gross income less expenses)2015-12-31$-35,676
Net plan assets at end of year (total assets less liabilities)2015-12-31$348,216
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$383,892
2014 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2014 401k financial data
Total income from all sources2014-12-31$28,100
Expenses. Total of all expenses incurred2014-12-31$54,578
Total plan assets at end of year2014-12-31$383,892
Total plan assets at beginning of year2014-12-31$410,370
Total contributions received or receivable from participants2014-12-31$7,811
Expenses. Other expenses not covered elsewhere2014-12-31$54,578
Other income received2014-12-31$20,289
Net income (gross income less expenses)2014-12-31$-26,478
Net plan assets at end of year (total assets less liabilities)2014-12-31$383,892
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$410,370
2013 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2013 401k financial data
Total income from all sources2013-12-31$110,081
Total plan assets at end of year2013-12-31$410,370
Total plan assets at beginning of year2013-12-31$300,289
Total contributions received or receivable from participants2013-12-31$8,238
Other income received2013-12-31$101,843
Net income (gross income less expenses)2013-12-31$110,081
Net plan assets at end of year (total assets less liabilities)2013-12-31$410,370
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$300,289
2012 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2012 401k financial data
Total income from all sources2012-12-31$41,931
Expenses. Total of all expenses incurred2012-12-31$59,331
Benefits paid (including direct rollovers)2012-12-31$59,331
Total plan assets at end of year2012-12-31$300,289
Total plan assets at beginning of year2012-12-31$317,689
Total contributions received or receivable from participants2012-12-31$12,722
Other income received2012-12-31$29,209
Net income (gross income less expenses)2012-12-31$-17,400
Net plan assets at end of year (total assets less liabilities)2012-12-31$300,289
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$317,689
2011 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2011 401k financial data
Total income from all sources2011-12-31$11,671
Total plan assets at end of year2011-12-31$317,689
Total plan assets at beginning of year2011-12-31$306,018
Total contributions received or receivable from participants2011-12-31$9,309
Other income received2011-12-31$2,362
Net income (gross income less expenses)2011-12-31$11,671
Net plan assets at end of year (total assets less liabilities)2011-12-31$317,689
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$306,018
2010 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2010 401k financial data
Total income from all sources2010-12-31$44,167
Total plan assets at end of year2010-12-31$306,018
Total plan assets at beginning of year2010-12-31$261,851
Total contributions received or receivable from participants2010-12-31$14,473
Other income received2010-12-31$29,694
Net income (gross income less expenses)2010-12-31$44,167
Net plan assets at end of year (total assets less liabilities)2010-12-31$306,018
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$261,851

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC.

2015: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF THE JEWISH FAMILY SERVICE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052387-B
Policy instance 1
Insurance contract or identification number052387-B
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052387-B
Policy instance 1
Insurance contract or identification number052387-B
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052387-B
Policy instance 1
Insurance contract or identification number052387-B
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052387-B
Policy instance 1
Insurance contract or identification number052387-B
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052387-B
Policy instance 1
Insurance contract or identification number052387-B
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052387-B
Policy instance 1
Insurance contract or identification number052387-B
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameBRENDA L. BERTOLINI

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