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SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 401k Plan overview

Plan NameSOLOMON SCHECHTER SCHOOL RETIREMENT PLAN
Plan identification number 001

SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 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.
  • 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.
  • 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

THE LEFFELL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE LEFFELL SCHOOL
Employer identification number (EIN):136209307
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01TRACEY HARRIS TRACEY HARRIS2019-05-16
0012017-01-01TRACEY HARRIS TRACEY HARRIS2018-04-25
0012016-01-01TRACEY HARRIS TRACEY HARRIS2017-05-11
0012015-01-01TRACEY HARRIS TRACEY HARRIS2016-04-07
0012014-01-01TRACEY HARRIS TRACEY HARRIS2015-06-16
0012013-01-01TRACEY HARRIS TRACEY HARRIS2014-05-15
0012012-01-01ROBIN WALKER-RANDOLPH ROBIN WALKER-RANDOLPH2013-04-30
0012011-01-01ROBIN WALKER-RANDOLPH ROBIN WALKER-RANDOLPH2012-07-16
0012010-01-01ROBIN WALKER-RANDOLPH ROBIN WALKER-RANDOLPH2011-07-06
0012009-01-01HYDEE BRESSLER HYDEE BRESSLER2010-10-11

Plan Statistics for SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN

Measure Date Value
2022: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01451
Total number of active participants reported on line 7a of the Form 55002022-01-01254
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01212
Total of all active and inactive participants2022-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01466
Number of participants with account balances2022-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01392
Total number of active participants reported on line 7a of the Form 55002021-01-01198
Number of retired or separated participants receiving benefits2021-01-01192
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01391
Number of participants with account balances2021-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01376
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01200
Total of all active and inactive participants2020-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01394
Number of participants with account balances2020-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01365
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of other retired or separated participants entitled to future benefits2019-01-01202
Total of all active and inactive participants2019-01-01376
Total participants2019-01-01376
Number of participants with account balances2019-01-01375
2018: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01297
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of other retired or separated participants entitled to future benefits2018-01-01204
Total of all active and inactive participants2018-01-01365
Total participants2018-01-01365
Number of participants with account balances2018-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01292
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of other retired or separated participants entitled to future benefits2017-01-01169
Total of all active and inactive participants2017-01-01295
Total participants2017-01-01295
Number of participants with account balances2017-01-01295
2016: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01292
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of other retired or separated participants entitled to future benefits2016-01-01124
Total of all active and inactive participants2016-01-01292
Total participants2016-01-01292
Number of participants with account balances2016-01-01291
2015: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01290
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01292
Total participants2015-01-01292
Number of participants with account balances2015-01-01291
2014: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-01291
Total participants2014-01-01291
Number of participants with account balances2014-01-01290
2013: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01290
Total number of active participants reported on line 7a of the Form 55002013-01-01183
Number of other retired or separated participants entitled to future benefits2013-01-01151
Total of all active and inactive participants2013-01-01334
Total participants2013-01-01334
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01287
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01290
Number of participants with account balances2012-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01314
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of other retired or separated participants entitled to future benefits2011-01-01126
Total of all active and inactive participants2011-01-01304
Total participants2011-01-01304
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01194
Total number of active participants reported on line 7a of the Form 55002010-01-01194
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-01314
Total participants2010-01-01314
Number of participants with account balances2010-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01194
Total participants2009-01-01194
Number of participants with account balances2009-01-01160

Financial Data on SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN

Measure Date Value
2022 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,486,462
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,417,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,378,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,594,712
Value of total assets at end of year2022-12-31$34,084,207
Value of total assets at beginning of year2022-12-31$38,988,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,591
Total interest from all sources2022-12-31$311,564
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$180,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$180,350
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,351,738
Participant contributions at end of year2022-12-31$81,939
Participant contributions at beginning of year2022-12-31$54,092
Other income not declared elsewhere2022-12-31$25,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,904,392
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,084,207
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,988,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,058,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,397,051
Value of interest in pooled separate accounts at end of year2022-12-31$1,183,099
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,234,782
Interest on participant loans2022-12-31$3,033
Interest earned on other investments2022-12-31$308,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,760,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,302,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,703,072
Net investment gain/loss from pooled separate accounts2022-12-31$104,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$242,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,378,339
Contract administrator fees2022-12-31$39,591
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,009,969
Total of all expenses incurred2021-12-31$1,242,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,200,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,554,611
Value of total assets at end of year2021-12-31$38,988,599
Value of total assets at beginning of year2021-12-31$34,221,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,554
Total interest from all sources2021-12-31$259,023
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$214,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$214,316
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,248,990
Participant contributions at end of year2021-12-31$54,092
Participant contributions at beginning of year2021-12-31$51,797
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$102,112
Other income not declared elsewhere2021-12-31$22,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,767,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,988,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,221,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,397,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,038,048
Value of interest in pooled separate accounts at end of year2021-12-31$1,234,782
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,060,758
Interest on participant loans2021-12-31$2,661
Interest earned on other investments2021-12-31$256,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,302,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,070,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,772,302
Net investment gain/loss from pooled separate accounts2021-12-31$187,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$203,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,200,019
Contract administrator fees2021-12-31$42,554
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,665,480
Total of all expenses incurred2020-12-31$1,426,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,392,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,539,083
Value of total assets at end of year2020-12-31$34,221,203
Value of total assets at beginning of year2020-12-31$29,982,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,290
Total interest from all sources2020-12-31$279,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$87,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$87,557
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,154,767
Participant contributions at end of year2020-12-31$51,797
Participant contributions at beginning of year2020-12-31$19,465
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$184,752
Other income not declared elsewhere2020-12-31$16,882
Administrative expenses (other) incurred2020-12-31$1,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,238,670
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,221,203
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,982,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,038,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,058,720
Value of interest in pooled separate accounts at end of year2020-12-31$1,060,758
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,145,433
Interest on participant loans2020-12-31$2,436
Interest earned on other investments2020-12-31$277,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,070,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,758,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,752,015
Net investment gain/loss from pooled separate accounts2020-12-31$-9,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$199,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,392,520
Contract administrator fees2020-12-31$32,444
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,720,677
Total of all expenses incurred2019-12-31$830,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$804,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,291,083
Value of total assets at end of year2019-12-31$29,982,533
Value of total assets at beginning of year2019-12-31$25,092,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,641
Total interest from all sources2019-12-31$272,321
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$57,259
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,084,957
Participant contributions at end of year2019-12-31$19,465
Participant contributions at beginning of year2019-12-31$7,695
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,889
Other income not declared elsewhere2019-12-31$16,272
Administrative expenses (other) incurred2019-12-31$2,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,890,081
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,982,533
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,092,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,058,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,280,714
Value of interest in pooled separate accounts at end of year2019-12-31$1,145,433
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,101,040
Interest on participant loans2019-12-31$764
Interest earned on other investments2019-12-31$271,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,758,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,703,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,023,418
Net investment gain/loss from pooled separate accounts2019-12-31$60,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$200,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$804,955
Contract administrator fees2019-12-31$22,934
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$15,656,967
Total income from all sources (including contributions)2018-12-31$-504,595
Total of all expenses incurred2018-12-31$1,774,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,771,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$700,869
Value of total assets at end of year2018-12-31$25,092,452
Value of total assets at beginning of year2018-12-31$11,714,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,067
Total interest from all sources2018-12-31$232,586
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$21,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$21,453
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$485,530
Participant contributions at end of year2018-12-31$7,695
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,806
Other income not declared elsewhere2018-12-31$8,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,279,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,092,452
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,714,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,280,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,524,626
Value of interest in pooled separate accounts at end of year2018-12-31$1,101,040
Value of interest in pooled separate accounts at beginning of year2018-12-31$460,674
Interest on participant loans2018-12-31$51
Interest earned on other investments2018-12-31$232,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,703,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,729,582
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$934,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,503,254
Net investment gain/loss from pooled separate accounts2018-12-31$35,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$183,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$837,273
Contract administrator fees2018-12-31$3,067
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,870,704
Total of all expenses incurred2017-12-31$323,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$323,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$349,376
Value of total assets at end of year2017-12-31$11,714,882
Value of total assets at beginning of year2017-12-31$10,167,843
Total interest from all sources2017-12-31$143,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$174,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,547,039
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,714,882
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,167,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,524,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,282,287
Value of interest in pooled separate accounts at end of year2017-12-31$460,674
Value of interest in pooled separate accounts at beginning of year2017-12-31$424,304
Interest earned on other investments2017-12-31$143,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,729,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,461,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,358,636
Net investment gain/loss from pooled separate accounts2017-12-31$18,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$174,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$323,665
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,117,178
Total of all expenses incurred2016-12-31$579,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$579,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$541,061
Value of total assets at end of year2016-12-31$10,167,843
Value of total assets at beginning of year2016-12-31$9,630,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7
Total interest from all sources2016-12-31$147,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$168,555
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$203,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$537,215
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,167,843
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,630,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,282,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,109,873
Value of interest in pooled separate accounts at end of year2016-12-31$424,304
Value of interest in pooled separate accounts at beginning of year2016-12-31$392,182
Interest earned on other investments2016-12-31$147,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,461,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,128,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$407,236
Net investment gain/loss from pooled separate accounts2016-12-31$21,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$168,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$579,956
Contract administrator fees2016-12-31$7
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$683,160
Total of all expenses incurred2015-12-31$549,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$549,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$518,270
Value of total assets at end of year2015-12-31$9,630,628
Value of total assets at beginning of year2015-12-31$9,497,172
Total interest from all sources2015-12-31$121,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$174,973
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$168,403
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$133,456
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,630,628
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,497,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,109,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,258,028
Value of interest in pooled separate accounts at end of year2015-12-31$392,182
Value of interest in pooled separate accounts at beginning of year2015-12-31$379,117
Interest earned on other investments2015-12-31$121,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,128,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,860,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$13,304
Net investment gain/loss from pooled separate accounts2015-12-31$29,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$174,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$549,704
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$894,795
Total of all expenses incurred2014-12-31$256,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$256,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$333,413
Value of total assets at end of year2014-12-31$9,497,172
Value of total assets at beginning of year2014-12-31$8,859,344
Total interest from all sources2014-12-31$120,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$165,662
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$637,828
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,497,172
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,859,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,258,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,714,522
Value of interest in pooled separate accounts at end of year2014-12-31$379,117
Value of interest in pooled separate accounts at beginning of year2014-12-31$334,586
Interest earned on other investments2014-12-31$120,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,860,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,810,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$399,332
Net investment gain/loss from pooled separate accounts2014-12-31$41,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$165,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$256,967
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,596,869
Total of all expenses incurred2013-12-31$298,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$298,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$341,674
Value of total assets at end of year2013-12-31$8,859,344
Value of total assets at beginning of year2013-12-31$7,561,032
Total interest from all sources2013-12-31$114,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$166,747
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,298,312
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,859,344
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,561,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,714,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,530,733
Value of interest in pooled separate accounts at end of year2013-12-31$334,586
Value of interest in pooled separate accounts at beginning of year2013-12-31$296,359
Interest earned on other investments2013-12-31$114,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,810,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,733,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,111,553
Net investment gain/loss from pooled separate accounts2013-12-31$28,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$170,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$298,557
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,095,476
Total of all expenses incurred2012-12-31$586,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$586,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$348,236
Value of total assets at end of year2012-12-31$7,561,032
Value of total assets at beginning of year2012-12-31$7,052,341
Total interest from all sources2012-12-31$107,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$171,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$508,691
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,561,032
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,052,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,530,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,204,252
Value of interest in pooled separate accounts at end of year2012-12-31$296,359
Value of interest in pooled separate accounts at beginning of year2012-12-31$259,934
Interest earned on other investments2012-12-31$107,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,733,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,588,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$612,900
Net investment gain/loss from pooled separate accounts2012-12-31$26,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$176,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$586,785
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$516,710
Total of all expenses incurred2011-12-31$391,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$391,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$509,570
Value of total assets at end of year2011-12-31$7,052,341
Value of total assets at beginning of year2011-12-31$6,927,448
Total interest from all sources2011-12-31$103,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$189,508
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$124,893
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,052,341
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,927,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,204,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,194,822
Value of interest in pooled separate accounts at end of year2011-12-31$259,934
Value of interest in pooled separate accounts at beginning of year2011-12-31$226,228
Interest earned on other investments2011-12-31$103,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,588,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,506,398
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$80,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-126,476
Net investment gain/loss from pooled separate accounts2011-12-31$29,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$307,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$310,827
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$74,144
Total unrealized appreciation/depreciation of assets2010-12-31$74,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,185,073
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$336,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$336,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$592,102
Value of total assets at end of year2010-12-31$6,927,448
Value of total assets at beginning of year2010-12-31$6,079,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$19,906
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$351
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$183,193
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$848,255
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,927,448
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,079,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,194,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,526,563
Value of interest in pooled separate accounts at end of year2010-12-31$226,228
Value of interest in pooled separate accounts at beginning of year2010-12-31$172,063
Interest earned on other investments2010-12-31$19,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,506,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,380,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$473,037
Net investment gain/loss from pooled separate accounts2010-12-31$25,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$366,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$336,818
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O CONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019

Form 5500 Responses for SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN

2022: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOLOMON SCHECHTER SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered284
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered304
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered317
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered336
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractGUARANTEED INVESTMENT
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered295
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered291
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered290
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered288
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered277
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered272
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334491
Policy instance 1
Insurance contract or identification number334491
Number of Individuals Covered286
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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