401k Plan data: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY plan

TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 401k Plan overview

Plan Name	TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC.

Employer identification number (EIN): 222119902

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01 STEVE MARCHIANO 2022-08-25
002 2020-01-01 STEVE MARCHIANO 2021-10-14
002 2019-01-01 STEVE MARCHIANO 2020-10-14
002 2018-01-01 STEVE MARCHIANO 2019-10-11
002 2017-01-01
002 2016-01-01
002 2015-01-01 KELLY CELANO 2016-07-15
002 2014-01-01 KELLY CELANO 2015-06-11 KELLY CELANO 2015-06-11
002 2013-01-01 KELLY CELANO 2014-07-17
002 2012-01-01 KELLY CELANO 2013-07-10
002 2011-01-01 KELLY CELANO 2012-07-31
002 2010-01-01 KELLY CELANO 2011-07-21 KELLY CELANO 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01	STEVE MARCHIANO	2022-08-25
002	2020-01-01	STEVE MARCHIANO	2021-10-14
002	2019-01-01	STEVE MARCHIANO	2020-10-14
002	2018-01-01	STEVE MARCHIANO	2019-10-11
002	2017-01-01
002	2016-01-01
002	2015-01-01	KELLY CELANO	2016-07-15
002	2014-01-01	KELLY CELANO	2015-06-11	KELLY CELANO	2015-06-11
002	2013-01-01	KELLY CELANO	2014-07-17
002	2012-01-01	KELLY CELANO	2013-07-10
002	2011-01-01	KELLY CELANO	2012-07-31
002	2010-01-01	KELLY CELANO	2011-07-21	KELLY CELANO	2011-07-21

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 251
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 127
Total of all active and inactive participants 2022-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 378
Number of participants with account balances 2022-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 168
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 66
Total of all active and inactive participants 2021-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2020 401k membership
Total participants, beginning-of-year 2020-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 147
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 64
Total of all active and inactive participants 2020-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 211
Number of participants with account balances 2020-01-01 204
2019: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of other retired or separated participants entitled to future benefits 2019-01-01 66
Total of all active and inactive participants 2019-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 193
Number of participants with account balances 2019-01-01 184
2018: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 115
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 166
Number of participants with account balances 2018-01-01 162
2017: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 116
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 172
Number of participants with account balances 2017-01-01 170
2016: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 162
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6

Measure	Date	Value
2022: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	251
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	127
Total of all active and inactive participants	2022-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	378
Number of participants with account balances	2022-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	168
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	66
Total of all active and inactive participants	2021-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2020 401k membership
Total participants, beginning-of-year	2020-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	147
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	64
Total of all active and inactive participants	2020-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	211
Number of participants with account balances	2020-01-01	204
2019: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of other retired or separated participants entitled to future benefits	2019-01-01	66
Total of all active and inactive participants	2019-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	193
Number of participants with account balances	2019-01-01	184
2018: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	115
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	166
Number of participants with account balances	2018-01-01	162
2017: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	116
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	172
Number of participants with account balances	2017-01-01	170
2016: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	162
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6

Financial Data on TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY

Measure	Date	Value
2022 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-671,509
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$349,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$348,829
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$623,389
Value of total assets at end of year	2022-12-31	$7,386,188
Value of total assets at beginning of year	2022-12-31	$8,398,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$624
Total interest from all sources	2022-12-31	$20,753
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$237,255
Participant contributions at end of year	2022-12-31	$19,777
Participant contributions at beginning of year	2022-12-31	$27,083
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$8,822
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,020,962
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,377,366
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,398,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,219,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,435,267
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$911
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$19,842
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,110,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$900,147
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,315,651
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$370,615
Employer contributions (assets) at end of year	2022-12-31	$35,595
Employer contributions (assets) at beginning of year	2022-12-31	$35,831
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$348,829
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN	2022-12-31	222097516
2021 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,899,901
Total of all expenses incurred	2021-12-31	$610,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$609,564
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$743,612
Value of total assets at end of year	2021-12-31	$8,398,328
Value of total assets at beginning of year	2021-12-31	$7,108,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$476
Total interest from all sources	2021-12-31	$19,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$340,651
Amount contributed by the employer to the plan for this plan year	2021-12-31	$340,651
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$239,886
Participant contributions at end of year	2021-12-31	$27,083
Participant contributions at beginning of year	2021-12-31	$53,886
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$163,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,289,861
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,398,328
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,108,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$476
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,435,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,030,885
Interest on participant loans	2021-12-31	$1,559
Interest earned on other investments	2021-12-31	$18,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$900,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$999,238
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,136,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$340,651
Employer contributions (assets) at end of year	2021-12-31	$35,831
Employer contributions (assets) at beginning of year	2021-12-31	$24,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$609,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CAPALDI REYNOLDS & PELOSI, P.A
Accountancy firm EIN	2021-12-31	222097516
2020 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,734,830
Total of all expenses incurred	2020-12-31	$711,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$712,354
Expenses. Certain deemed distributions of participant loans	2020-12-31	$-1,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$855,238
Value of total assets at end of year	2020-12-31	$7,108,467
Value of total assets at beginning of year	2020-12-31	$6,084,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$442
Total interest from all sources	2020-12-31	$20,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$311,428
Amount contributed by the employer to the plan for this plan year	2020-12-31	$311,428
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$259,166
Participant contributions at end of year	2020-12-31	$53,886
Participant contributions at beginning of year	2020-12-31	$48,137
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$284,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,023,544
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,108,467
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,084,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$442
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,030,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,455,249
Interest on participant loans	2020-12-31	$2,837
Interest earned on other investments	2020-12-31	$17,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$999,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$553,954
Net investment gain/loss from pooled separate accounts	2020-12-31	$859,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$311,428
Employer contributions (assets) at end of year	2020-12-31	$24,458
Employer contributions (assets) at beginning of year	2020-12-31	$27,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$712,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN	2020-12-31	222097516
2019 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,883,024
Total income from all sources (including contributions)	2019-12-31	$1,883,024
Total of all expenses incurred	2019-12-31	$565,754
Total of all expenses incurred	2019-12-31	$565,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$563,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$563,885
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,510
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$839,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$839,275
Value of total assets at end of year	2019-12-31	$6,084,923
Value of total assets at end of year	2019-12-31	$6,084,923
Value of total assets at beginning of year	2019-12-31	$4,767,653
Value of total assets at beginning of year	2019-12-31	$4,767,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$359
Total interest from all sources	2019-12-31	$16,004
Total interest from all sources	2019-12-31	$16,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$299,020
Amount contributed by the employer to the plan for this plan year	2019-12-31	$299,020
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$251,804
Contributions received from participants	2019-12-31	$251,804
Participant contributions at end of year	2019-12-31	$48,137
Participant contributions at end of year	2019-12-31	$48,137
Participant contributions at beginning of year	2019-12-31	$35,776
Participant contributions at beginning of year	2019-12-31	$35,776
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$288,451
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$288,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,317,270
Value of net income/loss	2019-12-31	$1,317,270
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,084,923
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,084,923
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,767,653
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,767,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$359
Investment advisory and management fees	2019-12-31	$359
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,455,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,455,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,060,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,060,005
Interest on participant loans	2019-12-31	$1,887
Interest on participant loans	2019-12-31	$1,887
Interest earned on other investments	2019-12-31	$14,117
Interest earned on other investments	2019-12-31	$14,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$553,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$553,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$619,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$619,962
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,027,745
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,027,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$299,020
Contributions received in cash from employer	2019-12-31	$299,020
Employer contributions (assets) at end of year	2019-12-31	$27,583
Employer contributions (assets) at end of year	2019-12-31	$27,583
Employer contributions (assets) at beginning of year	2019-12-31	$51,910
Employer contributions (assets) at beginning of year	2019-12-31	$51,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$563,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$563,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm name	2019-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN	2019-12-31	222097516
Accountancy firm EIN	2019-12-31	222097516
2018 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$336,009
Total of all expenses incurred	2018-12-31	$343,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$343,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$595,950
Value of total assets at end of year	2018-12-31	$4,767,653
Value of total assets at beginning of year	2018-12-31	$4,775,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$206
Total interest from all sources	2018-12-31	$12,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$296,715
Amount contributed by the employer to the plan for this plan year	2018-12-31	$296,715
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$262,751
Participant contributions at end of year	2018-12-31	$35,776
Participant contributions at beginning of year	2018-12-31	$23,710
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$11,166
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$36,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-7,826
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,767,653
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,775,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$206
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,060,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,139,619
Interest on participant loans	2018-12-31	$1,504
Interest earned on other investments	2018-12-31	$10,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$619,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$576,804
Net investment gain/loss from pooled separate accounts	2018-12-31	$-271,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$296,715
Employer contributions (assets) at end of year	2018-12-31	$51,910
Employer contributions (assets) at beginning of year	2018-12-31	$24,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$343,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN	2018-12-31	222097516
2017 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,311,837
Total of all expenses incurred	2017-12-31	$177,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$168,678
Expenses. Certain deemed distributions of participant loans	2017-12-31	$8,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$724,790
Value of total assets at end of year	2017-12-31	$4,775,479
Value of total assets at beginning of year	2017-12-31	$3,640,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$121
Total interest from all sources	2017-12-31	$11,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$276,623
Amount contributed by the employer to the plan for this plan year	2017-12-31	$276,623
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$278,184
Participant contributions at end of year	2017-12-31	$23,710
Participant contributions at beginning of year	2017-12-31	$40,288
Participant contributions at end of year	2017-12-31	$11,166
Participant contributions at beginning of year	2017-12-31	$10,429
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$169,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,134,716
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,775,479
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,640,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,139,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,101,055
Interest on participant loans	2017-12-31	$1,256
Interest earned on other investments	2017-12-31	$10,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$576,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$467,182
Net investment gain/loss from pooled separate accounts	2017-12-31	$575,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$276,623
Employer contributions (assets) at end of year	2017-12-31	$24,180
Employer contributions (assets) at beginning of year	2017-12-31	$21,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$168,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN	2017-12-31	222097516
2016 : TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,708,039
Total of all expenses incurred	2016-12-31	$263,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$263,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,539,289
Value of total assets at end of year	2016-12-31	$3,640,763
Value of total assets at beginning of year	2016-12-31	$1,196,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$274
Total interest from all sources	2016-12-31	$5,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$112,465
Amount contributed by the employer to the plan for this plan year	2016-12-31	$112,465
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$201,809
Participant contributions at end of year	2016-12-31	$40,288
Participant contributions at beginning of year	2016-12-31	$5,181
Participant contributions at end of year	2016-12-31	$10,429
Participant contributions at beginning of year	2016-12-31	$8,234
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,225,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,444,493
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,640,763
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,196,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$274
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,101,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$995,250
Interest on participant loans	2016-12-31	$1,095
Interest earned on other investments	2016-12-31	$4,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$467,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$187,605
Net investment gain/loss from pooled separate accounts	2016-12-31	$162,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$112,465
Employer contributions (assets) at end of year	2016-12-31	$21,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$263,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CAPALDI REYNOLDS & PELOSI, P.A.
Accountancy firm EIN	2016-12-31	222097516

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY

2022: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052651-D

Policy instance

Insurance contract or identification number	052651-D
Number of Individuals Covered	378
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052651-D

Policy instance

Insurance contract or identification number	052651-D
Number of Individuals Covered	235
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,796
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2796
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052651-D

Policy instance

Insurance contract or identification number	052651-D
Number of Individuals Covered	211
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,796
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2796
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052651-D

Policy instance

Insurance contract or identification number	052651-D
Number of Individuals Covered	193
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,160
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1160
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052651-D

Policy instance

Insurance contract or identification number	052651-D
Number of Individuals Covered	166
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,596
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3596
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052651-D

Policy instance

Insurance contract or identification number	052651-D
Number of Individuals Covered	172
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,671
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12671
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	PARSIPPANY REGIONAL OFFICE

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Company Name:	JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC.
Employer identification number (EIN):	222119902
NAIC Classification:	624100
NAIC Description:	Individual and Family Services