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JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN 401k Plan overview

Plan NameJEWELERS CHARITY FUND FOR CHILDREN 401K PLAN
Plan identification number 001

JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN 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.
  • 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

JEWELERS CHARITY FUND FOR CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:JEWELERS CHARITY FUND FOR CHILDREN
Employer identification number (EIN):133716474
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARA MURPHY2024-06-25
0012022-01-01DAVID ROCHA2023-05-24
0012021-01-01DAVID ROCHA2022-05-03
0012020-01-01DAVID L ROCHA2021-05-12 DAVID L ROCHA2021-05-12
0012019-01-01DAVID L ROCHA2020-05-12 DAVID L ROCHA2020-05-12
0012018-01-01DAVID L ROCHA2019-04-25 DAVID L. ROCHA2019-04-25
0012017-01-01DAVID L ROCHA2018-04-27 JEWELERS FOR CHILDREN2018-04-27
0012016-01-01DAVID L ROCHA2017-04-25 DAVID L. ROCHA2017-04-25
0012015-01-01DAVID L ROCHA2016-05-18 DAVID L. ROCHA2016-05-18
0012014-01-01DAVID L ROCHA2015-10-13 DAVID L. ROCHA2015-10-13
0012014-01-01DAVID L ROCHA2015-04-13 DAVID L. ROCHA2015-04-13
0012013-01-01DAVID L ROCHA2014-03-12 DAVID L. ROCHA2014-03-12
0012012-01-01DAVID L ROCHA2013-07-22 DAVID L. ROCHA2013-07-22
0012011-01-01DAVID L ROCHA2012-03-12 DAVID L. ROCHA2012-03-12
0012010-01-01DAVID L ROCHA2011-05-16

Financial Data on JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN

Measure Date Value
2025 : JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-071035247
Net assets as of the end of the plan year2025-07-0793547
Total assets as of the beginning of the plan year2025-07-071114780
Participant contributions to plan in this plan year2025-07-079600
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-07214
Plan net income in this plan year2025-07-07-1021233
Net assets as of the end of the plan year2025-07-0793547
Net assets as of the beginning of the plan year2025-07-071114780
Employer contributions to plan in this plan year2025-07-074200
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-074500
2024 : JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-2531099
Net assets as of the end of the plan year2024-06-251114780
Total assets as of the beginning of the plan year2024-06-251105600
Participant contributions to plan in this plan year2024-06-2531788
Other expenses paid from plan in this plan year2024-06-250
Other contributions to plan in this plan year2024-06-250
Other income to plan in this plan year2024-06-251235
Plan net income in this plan year2024-06-259180
Net assets as of the end of the plan year2024-06-251114780
Net assets as of the beginning of the plan year2024-06-251105600
Employer contributions to plan in this plan year2024-06-257256
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2515174
2022 : JEWELERS CHARITY FUND FOR CHILDREN 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-0314463
Net assets as of the end of the plan year2022-05-031086613
Total assets as of the beginning of the plan year2022-05-031058492
Participant contributions to plan in this plan year2022-05-0334600
Other expenses paid from plan in this plan year2022-05-030
Other contributions to plan in this plan year2022-05-030
Other income to plan in this plan year2022-05-03109
Plan net income in this plan year2022-05-0328121
Net assets as of the end of the plan year2022-05-031086613
Net assets as of the beginning of the plan year2022-05-031058492
Employer contributions to plan in this plan year2022-05-037875
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0314463

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