?>
Logo

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN
Plan identification number 002

JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEWISH FEDERATION OF SOUTHERN NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF SOUTHERN NEW JERSEY
Employer identification number (EIN):210634489
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900030589

More information about JEWISH FEDERATION OF SOUTHERN NEW JERSEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01KIM EGGEBRAATEN
0022015-10-01
0022014-10-01
0022013-10-01JENNIFER DUBROW WEISS
0022012-10-01JENNIFER DUBROW WEISS
0022011-10-01JENNIFER DUBROW WEISS
0022010-10-01JOEL KABER
0022009-10-01JOEL KABER
0022008-10-01

Plan Statistics for JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

401k plan membership statisitcs for JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

Measure Date Value
2021: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01336
Total number of active participants reported on line 7a of the Form 55002021-10-01152
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01166
Total of all active and inactive participants2021-10-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01318
Number of participants with account balances2021-10-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-013
2020: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01367
Total number of active participants reported on line 7a of the Form 55002020-10-01176
Number of retired or separated participants receiving benefits2020-10-016
Number of other retired or separated participants entitled to future benefits2020-10-01174
Total of all active and inactive participants2020-10-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01356
Number of participants with account balances2020-10-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-018
2019: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01355
Total number of active participants reported on line 7a of the Form 55002019-10-01219
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-012
Total of all active and inactive participants2019-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01224
Number of participants with account balances2019-10-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-017
2018: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01481
Total number of active participants reported on line 7a of the Form 55002018-10-01311
Number of retired or separated participants receiving benefits2018-10-0111
Number of other retired or separated participants entitled to future benefits2018-10-01133
Total of all active and inactive participants2018-10-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01455
Number of participants with account balances2018-10-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0117
2017: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01446
Total number of active participants reported on line 7a of the Form 55002017-10-01317
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01122
Total of all active and inactive participants2017-10-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01439
Number of participants with account balances2017-10-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0114
2016: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01480
Total number of active participants reported on line 7a of the Form 55002016-10-01335
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01100
Total of all active and inactive participants2016-10-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-013
Total participants2016-10-01438
Number of participants with account balances2016-10-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0111
2015: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01512
Total number of active participants reported on line 7a of the Form 55002015-10-01316
Number of retired or separated participants receiving benefits2015-10-0133
Number of other retired or separated participants entitled to future benefits2015-10-01108
Total of all active and inactive participants2015-10-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01457
Number of participants with account balances2015-10-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0114
2014: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01527
Total number of active participants reported on line 7a of the Form 55002014-10-01416
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0196
Total of all active and inactive participants2014-10-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01512
Number of participants with account balances2014-10-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0122
2013: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01511
Total number of active participants reported on line 7a of the Form 55002013-10-01463
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0164
Total of all active and inactive participants2013-10-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01527
Number of participants with account balances2013-10-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0113
2012: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01424
Total number of active participants reported on line 7a of the Form 55002012-10-01312
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0148
Total of all active and inactive participants2012-10-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01360
Number of participants with account balances2012-10-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-019
2011: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01576
Total number of active participants reported on line 7a of the Form 55002011-10-01369
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-0142
Total of all active and inactive participants2011-10-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01413
Number of participants with account balances2011-10-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0119
2010: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01612
Total number of active participants reported on line 7a of the Form 55002010-10-01416
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-01103
Total of all active and inactive participants2010-10-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01519
Number of participants with account balances2010-10-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0113
2009: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01779
Total number of active participants reported on line 7a of the Form 55002009-10-01454
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0182
Total of all active and inactive participants2009-10-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01536
Number of participants with account balances2009-10-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0145

Financial Data on JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

Measure Date Value
2022 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-09-30$-1,338,847
Total of all expenses incurred2022-09-30$1,378,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,315,875
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total assets at end of year2022-09-30$7,556,524
Value of total assets at beginning of year2022-09-30$10,274,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$62,937
Total interest from all sources2022-09-30$8,341
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$77,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$77,424
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Participant contributions at end of year2022-09-30$122,917
Participant contributions at beginning of year2022-09-30$140,607
Participant contributions at beginning of year2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$0
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-2,717,659
Value of net assets at end of year (total assets less liabilities)2022-09-30$7,556,524
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$10,274,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in pooled separate accounts at end of year2022-09-30$7,248,242
Value of interest in pooled separate accounts at beginning of year2022-09-30$9,955,431
Interest on participant loans2022-09-30$8,341
Interest earned on other investments2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$185,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$177,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,424,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Employer contributions (assets) at beginning of year2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,315,875
Contract administrator fees2022-09-30$62,937
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BOWMAN & COMPANY LLP
Accountancy firm EIN2022-09-30210658561
2021 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$1,732,199
Total of all expenses incurred2021-09-30$1,735,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,663,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$10,274,183
Value of total assets at beginning of year2021-09-30$10,277,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$72,230
Total interest from all sources2021-09-30$10,325
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$83,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$83,410
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$0
Participant contributions at end of year2021-09-30$140,607
Participant contributions at beginning of year2021-09-30$170,495
Participant contributions at end of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$0
Total non interest bearing cash at end of year2021-09-30$317
Total non interest bearing cash at beginning of year2021-09-30$1,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$-3,721
Value of net assets at end of year (total assets less liabilities)2021-09-30$10,274,183
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$10,277,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in pooled separate accounts at end of year2021-09-30$9,955,431
Value of interest in pooled separate accounts at beginning of year2021-09-30$9,680,022
Interest on participant loans2021-09-30$10,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$177,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$425,977
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,638,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$0
Employer contributions (assets) at end of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,663,690
Contract administrator fees2021-09-30$72,230
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30BOWMAN & COMPANY LLP
Accountancy firm EIN2021-09-30210658561
2020 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$774,458
Total of all expenses incurred2020-09-30$605,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$545,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$10,277,904
Value of total assets at beginning of year2020-09-30$10,108,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$59,129
Total interest from all sources2020-09-30$10,509
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$49,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$49,453
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$0
Participant contributions at end of year2020-09-30$170,495
Participant contributions at beginning of year2020-09-30$187,918
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$1,410
Total non interest bearing cash at beginning of year2020-09-30$3,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$169,380
Value of net assets at end of year (total assets less liabilities)2020-09-30$10,277,904
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$10,108,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in pooled separate accounts at end of year2020-09-30$9,680,022
Value of interest in pooled separate accounts at beginning of year2020-09-30$9,605,308
Interest on participant loans2020-09-30$10,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$425,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$184,549
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$714,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$0
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$126,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$545,949
Contract administrator fees2020-09-30$59,129
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2020-09-30210658561
2019 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$1,146,433
Total of all expenses incurred2019-09-30$1,590,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,514,723
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$682,962
Value of total assets at end of year2019-09-30$10,108,524
Value of total assets at beginning of year2019-09-30$10,552,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$75,857
Total interest from all sources2019-09-30$8,092
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$539,016
Participant contributions at end of year2019-09-30$187,918
Participant contributions at beginning of year2019-09-30$116,748
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$17,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$214
Total non interest bearing cash at end of year2019-09-30$3,914
Total non interest bearing cash at beginning of year2019-09-30$5,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-444,147
Value of net assets at end of year (total assets less liabilities)2019-09-30$10,108,524
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$10,552,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$75,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$0
Value of interest in pooled separate accounts at end of year2019-09-30$9,605,308
Value of interest in pooled separate accounts at beginning of year2019-09-30$9,880,890
Interest on participant loans2019-09-30$8,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$184,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$193,801
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$455,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$126,835
Employer contributions (assets) at end of year2019-09-30$126,835
Employer contributions (assets) at beginning of year2019-09-30$355,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,514,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2019-09-30210658561
2018 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,893,552
Total of all expenses incurred2018-09-30$2,008,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,937,231
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,150,332
Value of total assets at end of year2018-09-30$10,552,671
Value of total assets at beginning of year2018-09-30$10,667,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$71,210
Total interest from all sources2018-09-30$8,080
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$746,322
Participant contributions at end of year2018-09-30$116,748
Participant contributions at beginning of year2018-09-30$148,146
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$33,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$3,323
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$15,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-114,889
Value of net assets at end of year (total assets less liabilities)2018-09-30$10,552,671
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$10,667,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$71,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$10,155,358
Value of interest in pooled separate accounts at end of year2018-09-30$9,886,628
Value of interest in pooled separate accounts at beginning of year2018-09-30$0
Interest on participant loans2018-09-30$8,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$193,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$731,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$370,916
Employer contributions (assets) at end of year2018-09-30$355,494
Employer contributions (assets) at beginning of year2018-09-30$348,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,937,231
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2018-09-30210658561
2017 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$925
Total income from all sources (including contributions)2017-09-30$2,221,745
Total of all expenses incurred2017-09-30$415,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$407,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,018,479
Value of total assets at end of year2017-09-30$10,667,560
Value of total assets at beginning of year2017-09-30$8,862,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$8,073
Total interest from all sources2017-09-30$7,695
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$299,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$299,727
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$669,865
Participant contributions at end of year2017-09-30$148,146
Participant contributions at beginning of year2017-09-30$132,078
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$925
Total non interest bearing cash at end of year2017-09-30$15,442
Total non interest bearing cash at beginning of year2017-09-30$6,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,805,925
Value of net assets at end of year (total assets less liabilities)2017-09-30$10,667,560
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$8,861,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$8,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$10,155,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$8,382,407
Interest on participant loans2017-09-30$7,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$895,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$348,614
Employer contributions (assets) at end of year2017-09-30$348,614
Employer contributions (assets) at beginning of year2017-09-30$341,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$407,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30Yes
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BOWMAN & COMPANY, LLP
Accountancy firm EIN2017-09-30210658561
2016 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$363
Total income from all sources (including contributions)2016-09-30$1,932,914
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,238,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,228,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,070,224
Value of total assets at end of year2016-09-30$8,862,560
Value of total assets at beginning of year2016-09-30$8,167,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$9,678
Total interest from all sources2016-09-30$5,581
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$377,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$377,211
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$652,572
Participant contributions at end of year2016-09-30$132,078
Participant contributions at beginning of year2016-09-30$101,828
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$312
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$76,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$363
Total non interest bearing cash at end of year2016-09-30$6,824
Total non interest bearing cash at beginning of year2016-09-30$2,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$694,744
Value of net assets at end of year (total assets less liabilities)2016-09-30$8,861,635
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$8,166,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$8,382,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,736,842
Interest on participant loans2016-09-30$5,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$479,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$341,251
Employer contributions (assets) at end of year2016-09-30$341,251
Employer contributions (assets) at beginning of year2016-09-30$325,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,228,492
Contract administrator fees2016-09-30$9,678
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BOWMAN & COMPANY
Accountancy firm EIN2016-09-30210658561
2015 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$33
Total income from all sources (including contributions)2015-09-30$717,161
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$359,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$350,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$931,547
Value of total assets at end of year2015-09-30$8,167,254
Value of total assets at beginning of year2015-09-30$7,808,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$8,579
Total interest from all sources2015-09-30$5,219
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$312,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$312,512
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$606,420
Participant contributions at end of year2015-09-30$101,828
Participant contributions at beginning of year2015-09-30$102,141
Participant contributions at end of year2015-09-30$312
Participant contributions at beginning of year2015-09-30$21,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$33
Other income not declared elsewhere2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$2,531
Total non interest bearing cash at beginning of year2015-09-30$5,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$358,026
Value of net assets at end of year (total assets less liabilities)2015-09-30$8,166,891
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$7,808,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$7,736,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$7,378,583
Interest on participant loans2015-09-30$5,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-532,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$325,127
Employer contributions (assets) at end of year2015-09-30$325,741
Employer contributions (assets) at beginning of year2015-09-30$300,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$350,556
Contract administrator fees2015-09-30$8,579
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BOWMAN & COMPANY
Accountancy firm EIN2015-09-30210658561
2014 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,551,202
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$689,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$679,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$886,399
Value of total assets at end of year2014-09-30$7,808,898
Value of total assets at beginning of year2014-09-30$6,946,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$9,863
Total interest from all sources2014-09-30$4,194
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$593,126
Participant contributions at end of year2014-09-30$102,141
Participant contributions at beginning of year2014-09-30$60,665
Participant contributions at end of year2014-09-30$21,952
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$1,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$33
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$206,548
Total non interest bearing cash at end of year2014-09-30$5,850
Total non interest bearing cash at beginning of year2014-09-30$8,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$861,993
Value of net assets at end of year (total assets less liabilities)2014-09-30$7,808,865
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,946,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$7,378,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$6,599,904
Interest on participant loans2014-09-30$4,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$454,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$291,883
Employer contributions (assets) at end of year2014-09-30$300,372
Employer contributions (assets) at beginning of year2014-09-30$277,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$679,346
Contract administrator fees2014-09-30$9,863
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BOWMAN & COMPANY
Accountancy firm EIN2014-09-30210658561
2013 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,726,542
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$487,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$476,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$950,292
Value of total assets at end of year2013-09-30$6,946,872
Value of total assets at beginning of year2013-09-30$5,707,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$11,405
Total interest from all sources2013-09-30$2,863
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Administrative expenses professional fees incurred2013-09-30$11,405
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$589,586
Participant contributions at end of year2013-09-30$60,665
Participant contributions at beginning of year2013-09-30$61,002
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$83,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$124,444
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$8,801
Total non interest bearing cash at beginning of year2013-09-30$10,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,239,068
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,946,872
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,707,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$6,599,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$5,372,344
Value of interest in pooled separate accounts at end of year2013-09-30$0
Value of interest in pooled separate accounts at beginning of year2013-09-30$0
Interest on participant loans2013-09-30$2,863
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$648,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$277,502
Employer contributions (assets) at end of year2013-09-30$277,502
Employer contributions (assets) at beginning of year2013-09-30$263,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$476,069
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BOWMAN & COMPANY
Accountancy firm EIN2013-09-30210658561
2012 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Expenses. Interest paid2012-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,753,624
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$290,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$279,429
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$902,247
Value of total assets at end of year2012-09-30$5,707,804
Value of total assets at beginning of year2012-09-30$4,244,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$10,887
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$2,417
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$0
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Administrative expenses professional fees incurred2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$622,955
Participant contributions at end of year2012-09-30$61,002
Participant contributions at beginning of year2012-09-30$37,159
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$15,811
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$81,853
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$10,977
Total non interest bearing cash at beginning of year2012-09-30$4,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$1,463,308
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,707,804
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,244,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$5,372,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,932,862
Interest on participant loans2012-09-30$2,417
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$0
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$767,107
Net investment gain/loss from pooled separate accounts2012-09-30$0
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Assets. Value of employer real property at end of year2012-09-30$0
Assets. Value of employer real property at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$263,481
Employer contributions (assets) at end of year2012-09-30$263,481
Employer contributions (assets) at beginning of year2012-09-30$269,492
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$279,429
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Contract administrator fees2012-09-30$10,887
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BOWMAN & COMPANY
Accountancy firm EIN2012-09-30210658561
2011 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,644,257
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$225,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$216,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,816,586
Value of total assets at end of year2011-09-30$4,244,496
Value of total assets at beginning of year2011-09-30$2,825,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$8,844
Total interest from all sources2011-09-30$1,266
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$10,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$633,734
Participant contributions at end of year2011-09-30$37,159
Participant contributions at beginning of year2011-09-30$28,479
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$913,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$56,589
Administrative expenses (other) incurred2011-09-30$123
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$4,983
Total non interest bearing cash at beginning of year2011-09-30$5,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,419,034
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,244,496
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,825,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,932,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,518,070
Interest on participant loans2011-09-30$1,266
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-230,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$269,492
Employer contributions (assets) at end of year2011-09-30$269,492
Employer contributions (assets) at beginning of year2011-09-30$272,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$216,379
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$8,721
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BOWMAN & COMPANY
Accountancy firm EIN2011-09-30210658561
2010 : JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN

2021: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: JEWISH FEDERATION OF SOUTHERN NEW JERSEY 401(K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJFSN-002
Policy instance 1
Insurance contract or identification numberJFSN-002
Number of Individuals Covered318
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $443
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
Commission paid to Insurance BrokerUSD $443
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJFSN-002
Policy instance 1
Insurance contract or identification numberJFSN-002
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $562
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
Commission paid to Insurance BrokerUSD $562
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJFSN-002
Policy instance 1
Insurance contract or identification numberJFSN-002
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $760
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
Commission paid to Insurance BrokerUSD $760
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberFYD1
Policy instance 1
Insurance contract or identification numberFYD1
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-09-09
Total amount of commissions paid to insurance brokerUSD $1,385,419
Total amount of fees paid to insurance companyUSD $5,561
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
Commission paid to Insurance BrokerUSD $1,369,650
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees0
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJFSN-002
Policy instance 2
Insurance contract or identification numberJFSN-002
Number of Individuals Covered664
Insurance policy start date2019-09-09
Insurance policy end date2019-09-30
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberFYD1
Policy instance 1
Insurance contract or identification numberFYD1
Number of Individuals Covered407
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $80,642
Total amount of fees paid to insurance companyUSD $17,347
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3