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YESHIVA OF SPRING VALLEY 401k Plan overview

Plan NameYESHIVA OF SPRING VALLEY
Plan identification number 001

YESHIVA OF SPRING VALLEY 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
  • 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

YESHIVA OF SPRING VALLEY has sponsored the creation of one or more 401k plans.

Company Name:YESHIVA OF SPRING VALLEY
Employer identification number (EIN):131865288
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YESHIVA OF SPRING VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01YEHUDA WIENER2024-10-14
0012022-01-01ELIEZER STERN2023-10-16
0012021-01-01ELIEZER STERN2022-10-11
0012020-01-01ELIEZER STERN2021-10-14
0012020-01-01ELIEZER STERN2022-10-08
0012019-01-01ELIEZER STERN2020-10-12
0012018-01-01ELIEZER STERN2019-10-11
0012017-01-01ELIEZER STERN2018-10-14
0012017-01-01ELIEZER STERN2019-10-11
0012016-01-01RABBI ELIEZER STERN2017-07-20 RABBI ELIEZER STERN2017-07-20
0012016-01-01RABBI ELIEZER STERN2019-10-11
0012015-01-01RABBI MARVIN METZGER2016-07-12 RABBI MARVIN METZGER2016-07-12
0012014-01-01RABBI MARVIN METZGER2015-07-24 RABBI MARVIN METZGER2015-07-24
0012013-01-01RABBI MARVIN METZGER2014-07-09 RABBI MARVIN METZGER2014-07-09

Financial Data on YESHIVA OF SPRING VALLEY

Measure Date Value
2025 : YESHIVA OF SPRING VALLEY 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-105933
Total expenses incurred by plan in this plan year2025-10-10137067
Net assets as of the end of the plan year2025-10-108895437
Total assets as of the beginning of the plan year2025-10-107453840
Value of plan covered by a fidelity bond2025-10-10500000
Participant contributions to plan in this plan year2025-10-10219413
Other income to plan in this plan year2025-10-101005485
Plan net income in this plan year2025-10-101435664
Net assets as of the end of the plan year2025-10-108889504
Net assets as of the beginning of the plan year2025-10-107453840
Employer contributions to plan in this plan year2025-10-10347833
Fees paid to broker by Benefit Provider2025-10-107
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-102183
2024 : YESHIVA OF SPRING VALLEY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1439003
Net assets as of the end of the plan year2024-10-147453840
Total assets as of the beginning of the plan year2024-10-145975977
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-14217438
Other contributions to plan in this plan year2024-10-1462364
Other income to plan in this plan year2024-10-14984462
Plan net income in this plan year2024-10-141477863
Net assets as of the end of the plan year2024-10-147453840
Net assets as of the beginning of the plan year2024-10-145975977
Employer contributions to plan in this plan year2024-10-14252602
Fees paid to broker by Benefit Provider2024-10-146
2016 : YESHIVA OF SPRING VALLEY 2016 401k financial data
Total income from all sources2016-12-31$452,403
Expenses. Total of all expenses incurred2016-12-31$245,214
Benefits paid (including direct rollovers)2016-12-31$245,194
Total plan assets at end of year2016-12-31$2,847,466
Total plan assets at beginning of year2016-12-31$2,640,277
Total contributions received or receivable from participants2016-12-31$203,860
Other income received2016-12-31$146,761
Net income (gross income less expenses)2016-12-31$207,189
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,847,466
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,640,277
Total contributions received or receivable from employer(s)2016-12-31$101,782
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20
2015 : YESHIVA OF SPRING VALLEY 2015 401k financial data
Total income from all sources2015-12-31$329,856
Expenses. Total of all expenses incurred2015-12-31$193,554
Benefits paid (including direct rollovers)2015-12-31$193,099
Total plan assets at end of year2015-12-31$2,640,277
Total plan assets at beginning of year2015-12-31$2,503,975
Total contributions received or receivable from participants2015-12-31$184,711
Other income received2015-12-31$48,342
Net income (gross income less expenses)2015-12-31$136,302
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,640,277
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,503,975
Total contributions received or receivable from employer(s)2015-12-31$96,803
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$455
2014 : YESHIVA OF SPRING VALLEY 2014 401k financial data
Total income from all sources2014-12-31$396,467
Expenses. Total of all expenses incurred2014-12-31$34,494
Benefits paid (including direct rollovers)2014-12-31$33,853
Total plan assets at end of year2014-12-31$2,503,975
Total plan assets at beginning of year2014-12-31$2,142,002
Total contributions received or receivable from participants2014-12-31$179,625
Other income received2014-12-31$133,793
Net income (gross income less expenses)2014-12-31$361,973
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,503,975
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,142,002
Total contributions received or receivable from employer(s)2014-12-31$83,049
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$641
2013 : YESHIVA OF SPRING VALLEY 2013 401k financial data
Total income from all sources2013-12-31$477,747
Expenses. Total of all expenses incurred2013-12-31$184,068
Benefits paid (including direct rollovers)2013-12-31$183,888
Total plan assets at end of year2013-12-31$2,142,002
Total plan assets at beginning of year2013-12-31$1,848,323
Total contributions received or receivable from participants2013-12-31$141,966
Other income received2013-12-31$229,006
Net income (gross income less expenses)2013-12-31$293,679
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,142,002
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,848,323
Total contributions received or receivable from employer(s)2013-12-31$106,775
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$180

Form 5500 Responses for YESHIVA OF SPRING VALLEY

2016: YESHIVA OF SPRING VALLEY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YESHIVA OF SPRING VALLEY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YESHIVA OF SPRING VALLEY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YESHIVA OF SPRING VALLEY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number06-0893662
Policy instance 1

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