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JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameJEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN
Plan identification number 001

JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNITED JEWISH COMMUNITIES OF METROWEST NJ (JEWISH FEDERATION OF GREATE has sponsored the creation of one or more 401k plans.

Company Name:UNITED JEWISH COMMUNITIES OF METROWEST NJ (JEWISH FEDERATION OF GREATE
Employer identification number (EIN):221487222
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01HOWARD RABNER2019-03-21
0012017-07-01DONNA ZHENG2021-07-28
0012016-07-01HOWARD RABNER
0012015-07-01HOWARD RABNER
0012014-07-01HOWARD RABNER
0012013-07-01HOWARD RABNER
0012012-07-01HOWARD RABNER
0012011-07-01HOWARD RABNER
0012009-07-01HOWARD RABNER
0012009-07-01HOWARD RABNER
0012009-07-01HOWARD RABNER

Plan Statistics for JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2016: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01989
Total of all active and inactive participants2016-07-010
Total participants2016-07-010
2015: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,017
Total number of active participants reported on line 7a of the Form 55002015-07-01255
Number of retired or separated participants receiving benefits2015-07-01422
Number of other retired or separated participants entitled to future benefits2015-07-01312
Total of all active and inactive participants2015-07-01989
Total participants2015-07-01989
2014: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,044
Total number of active participants reported on line 7a of the Form 55002014-07-01282
Number of retired or separated participants receiving benefits2014-07-01403
Number of other retired or separated participants entitled to future benefits2014-07-01332
Total of all active and inactive participants2014-07-011,017
Total participants2014-07-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,077
Total number of active participants reported on line 7a of the Form 55002013-07-01328
Number of retired or separated participants receiving benefits2013-07-01379
Number of other retired or separated participants entitled to future benefits2013-07-01337
Total of all active and inactive participants2013-07-011,044
Total participants2013-07-011,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0117
2012: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,112
Total number of active participants reported on line 7a of the Form 55002012-07-01372
Number of retired or separated participants receiving benefits2012-07-01361
Number of other retired or separated participants entitled to future benefits2012-07-01344
Total of all active and inactive participants2012-07-011,077
Total participants2012-07-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0121
2011: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,144
Total number of active participants reported on line 7a of the Form 55002011-07-01428
Number of retired or separated participants receiving benefits2011-07-01348
Number of other retired or separated participants entitled to future benefits2011-07-01336
Total of all active and inactive participants2011-07-011,112
Total participants2011-07-011,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0118
2009: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,198
Total number of active participants reported on line 7a of the Form 55002009-07-01530
Number of retired or separated participants receiving benefits2009-07-01310
Number of other retired or separated participants entitled to future benefits2009-07-01333
Total of all active and inactive participants2009-07-011,173
Total participants2009-07-011,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0122

Financial Data on JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2017 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-8,640,079
Total unrealized appreciation/depreciation of assets2017-06-30$-8,640,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$481,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$4,857,600
Total income from all sources (including contributions)2017-06-30$3,651,719
Total loss/gain on sale of assets2017-06-30$12,111,984
Total of all expenses incurred2017-06-30$57,840,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$57,629,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$163,906
Value of total assets at end of year2017-06-30$481,724
Value of total assets at beginning of year2017-06-30$59,046,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$211,008
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$15,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$104,329
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$174,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$4,763,000
Liabilities. Value of operating payables at end of year2017-06-30$481,724
Liabilities. Value of operating payables at beginning of year2017-06-30$94,600
Total non interest bearing cash at end of year2017-06-30$98,323
Total non interest bearing cash at beginning of year2017-06-30$664,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-54,188,949
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$54,188,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$14,299,576
Investment advisory and management fees2017-06-30$106,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$624,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$21,302,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$21,302,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$163,906
Employer contributions (assets) at end of year2017-06-30$209,343
Employer contributions (assets) at beginning of year2017-06-30$22,155,000
Income. Dividends from common stock2017-06-30$15,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$57,629,660
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$998
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$16,005,222
Aggregate carrying amount (costs) on sale of assets2017-06-30$3,893,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2017-06-30222027092
2016 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,375,875
Total unrealized appreciation/depreciation of assets2016-06-30$-1,375,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$4,857,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$186,399
Total income from all sources (including contributions)2016-06-30$23,839,087
Total loss/gain on sale of assets2016-06-30$1,476,032
Total of all expenses incurred2016-06-30$8,340,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,912,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$23,555,000
Value of total assets at end of year2016-06-30$59,046,549
Value of total assets at beginning of year2016-06-30$38,877,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,428,269
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$183,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$134,450
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-300
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$4,763,000
Administrative expenses (other) incurred2016-06-30$5,153,199
Liabilities. Value of operating payables at end of year2016-06-30$94,600
Liabilities. Value of operating payables at beginning of year2016-06-30$186,399
Total non interest bearing cash at end of year2016-06-30$664,627
Total non interest bearing cash at beginning of year2016-06-30$2,003,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$15,498,183
Value of net assets at end of year (total assets less liabilities)2016-06-30$54,188,949
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$38,690,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$14,299,576
Assets. partnership/joint venture interests at beginning of year2016-06-30$16,825,778
Investment advisory and management fees2016-06-30$140,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$624,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,425,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$21,302,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$631,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$631,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$23,555,000
Employer contributions (assets) at end of year2016-06-30$22,155,000
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from common stock2016-06-30$183,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,912,635
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$998
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$10,990,922
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$23,942,559
Aggregate carrying amount (costs) on sale of assets2016-06-30$22,466,527
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2016-06-30222027092
2015 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-91,336
Total unrealized appreciation/depreciation of assets2015-06-30$-91,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$186,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$163,867
Total income from all sources (including contributions)2015-06-30$3,139,972
Total loss/gain on sale of assets2015-06-30$2,067,238
Total of all expenses incurred2015-06-30$3,134,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,659,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$982,645
Value of total assets at end of year2015-06-30$38,877,165
Value of total assets at beginning of year2015-06-30$38,848,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$474,291
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$181,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$88,948
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-300
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$982,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,730
Administrative expenses (other) incurred2015-06-30$234,548
Liabilities. Value of operating payables at end of year2015-06-30$186,399
Liabilities. Value of operating payables at beginning of year2015-06-30$163,867
Total non interest bearing cash at end of year2015-06-30$2,003,499
Total non interest bearing cash at beginning of year2015-06-30$283,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$5,790
Value of net assets at end of year (total assets less liabilities)2015-06-30$38,690,766
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$38,684,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$16,825,778
Assets. partnership/joint venture interests at beginning of year2015-06-30$18,969,889
Investment advisory and management fees2015-06-30$150,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,425,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$8,784,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$631,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$666,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$666,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Income. Dividends from common stock2015-06-30$181,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,659,891
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$10,990,922
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$10,142,085
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$6,687,786
Aggregate carrying amount (costs) on sale of assets2015-06-30$4,620,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2015-06-30222027092
2014 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$3,968,095
Total unrealized appreciation/depreciation of assets2014-06-30$3,968,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$163,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$318,181
Total income from all sources (including contributions)2014-06-30$7,873,563
Total loss/gain on sale of assets2014-06-30$2,221,174
Total of all expenses incurred2014-06-30$2,976,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,491,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,499,646
Value of total assets at end of year2014-06-30$38,848,843
Value of total assets at beginning of year2014-06-30$34,106,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$485,143
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$184,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$129,750
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-300
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,499,646
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$64,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,346
Administrative expenses (other) incurred2014-06-30$190,978
Liabilities. Value of operating payables at end of year2014-06-30$163,867
Liabilities. Value of operating payables at beginning of year2014-06-30$318,181
Total non interest bearing cash at end of year2014-06-30$283,192
Total non interest bearing cash at beginning of year2014-06-30$342,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,896,590
Value of net assets at end of year (total assets less liabilities)2014-06-30$38,684,976
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$33,788,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$18,969,889
Assets. partnership/joint venture interests at beginning of year2014-06-30$17,136,768
Investment advisory and management fees2014-06-30$164,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$8,784,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,164,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$666,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,220,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,220,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Income. Dividends from common stock2014-06-30$184,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,491,830
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$10,142,085
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$8,176,979
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$10,664,503
Aggregate carrying amount (costs) on sale of assets2014-06-30$8,443,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2014-06-30222027092
2013 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,492,641
Total unrealized appreciation/depreciation of assets2013-06-30$1,492,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$318,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$47,823
Total income from all sources (including contributions)2013-06-30$5,276,407
Total loss/gain on sale of assets2013-06-30$2,121,231
Total of all expenses incurred2013-06-30$2,783,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,320,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,358,880
Value of total assets at end of year2013-06-30$34,106,567
Value of total assets at beginning of year2013-06-30$31,343,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$463,854
Total interest from all sources2013-06-30$55,984
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$247,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$122,035
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$64,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,346
Administrative expenses (other) incurred2013-06-30$188,245
Liabilities. Value of operating payables at end of year2013-06-30$318,181
Liabilities. Value of operating payables at beginning of year2013-06-30$47,823
Total non interest bearing cash at end of year2013-06-30$342,665
Total non interest bearing cash at beginning of year2013-06-30$365,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,492,529
Value of net assets at end of year (total assets less liabilities)2013-06-30$33,788,386
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$31,295,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$17,136,768
Assets. partnership/joint venture interests at beginning of year2013-06-30$14,857,841
Investment advisory and management fees2013-06-30$153,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,164,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,011,340
Income. Interest from US Government securities2013-06-30$55,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,220,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$803,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$803,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,358,880
Income. Dividends from common stock2013-06-30$247,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,320,024
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,090,869
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$8,176,979
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$9,214,619
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$18,827,599
Aggregate carrying amount (costs) on sale of assets2013-06-30$16,706,368
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2013-06-30222027092
2012 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-548,478
Total unrealized appreciation/depreciation of assets2012-06-30$-548,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$47,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$28,925
Total income from all sources (including contributions)2012-06-30$2,518,634
Total loss/gain on sale of assets2012-06-30$543,866
Total of all expenses incurred2012-06-30$2,752,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,300,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,279,760
Value of total assets at end of year2012-06-30$31,343,680
Value of total assets at beginning of year2012-06-30$31,558,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$452,287
Total interest from all sources2012-06-30$40,937
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$202,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$125,526
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$700
Administrative expenses (other) incurred2012-06-30$140,724
Liabilities. Value of operating payables at end of year2012-06-30$47,823
Liabilities. Value of operating payables at beginning of year2012-06-30$28,925
Total non interest bearing cash at end of year2012-06-30$365,294
Total non interest bearing cash at beginning of year2012-06-30$229,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-233,658
Value of net assets at end of year (total assets less liabilities)2012-06-30$31,295,857
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$31,529,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$14,857,841
Assets. partnership/joint venture interests at beginning of year2012-06-30$12,617,994
Investment advisory and management fees2012-06-30$186,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,011,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,537,460
Income. Interest from US Government securities2012-06-30$40,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$803,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$866,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$866,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,279,760
Income. Dividends from common stock2012-06-30$202,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,300,005
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,090,869
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,087,000
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$9,214,619
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$11,220,017
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$7,411,618
Aggregate carrying amount (costs) on sale of assets2012-06-30$6,867,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2012-06-30222027092
2011 : JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$4,726,372
Total unrealized appreciation/depreciation of assets2011-06-30$4,726,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$28,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$36,627
Total income from all sources (including contributions)2011-06-30$7,592,345
Total loss/gain on sale of assets2011-06-30$1,286,256
Total of all expenses incurred2011-06-30$2,661,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,205,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,291,966
Value of total assets at end of year2011-06-30$31,558,440
Value of total assets at beginning of year2011-06-30$26,634,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$455,771
Total interest from all sources2011-06-30$24,721
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$263,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$107,338
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$776
Administrative expenses (other) incurred2011-06-30$192,387
Liabilities. Value of operating payables at end of year2011-06-30$28,925
Liabilities. Value of operating payables at beginning of year2011-06-30$36,627
Total non interest bearing cash at end of year2011-06-30$229,004
Total non interest bearing cash at beginning of year2011-06-30$450,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,931,333
Value of net assets at end of year (total assets less liabilities)2011-06-30$31,529,515
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$26,598,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$12,617,994
Assets. partnership/joint venture interests at beginning of year2011-06-30$8,184,451
Investment advisory and management fees2011-06-30$156,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,537,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,198,764
Income. Interest from US Government securities2011-06-30$24,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$866,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,380,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,380,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,291,966
Income. Dividends from common stock2011-06-30$263,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,205,241
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,087,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,776,982
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$11,220,017
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$7,642,380
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$13,640,468
Aggregate carrying amount (costs) on sale of assets2011-06-30$12,354,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30WITHUMSMITHBROWN, P.C.
Accountancy firm EIN2011-06-30222027092

Form 5500 Responses for JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN

2016: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulitple employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulitple employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulitple employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulitple employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulitple employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JEWISH FEDERATION OF GREATER METROWEST NEW JERSEY, INC. EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulitple employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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