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AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 401k Plan overview

Plan NameAMERICAN JEWISH WORLD SERVICE 403(B) PLAN
Plan identification number 002

AMERICAN JEWISH WORLD SERVICE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

AMERICAN JEWISH WORLD SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN JEWISH WORLD SERVICE, INC.
Employer identification number (EIN):222584370
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KRISTINE STALLONE
0022016-01-01KRISTINE STALLONE
0022015-01-01KRISTINE STALLONE
0022014-01-01KRISTINE STALLONE
0022013-01-01KRISTINE STALLONE
0022012-01-01KRISTINE STALLONE
0022011-01-01KRISTINE STALLONE
0022010-01-01LOUIS D. SCHWARTZ

Plan Statistics for AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

401k plan membership statisitcs for AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Measure Date Value
2022: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01243
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01232
Number of participants with account balances2022-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01243
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01244
Total participants2021-01-01244
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01241
Total number of active participants reported on line 7a of the Form 55002020-01-01110
Number of other retired or separated participants entitled to future benefits2020-01-01133
Total of all active and inactive participants2020-01-01243
Total participants2020-01-01243
Number of participants with account balances2020-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01239
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01241
Total participants2019-01-01241
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01130
Total of all active and inactive participants2018-01-01239
Total participants2018-01-01239
Number of participants with account balances2018-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01228
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01109
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01112
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01219
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01206
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01117
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01158
Total participants2011-01-01158
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01145
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01162
Total participants2010-01-01162
Number of participants with account balances2010-01-01152

Financial Data on AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

Measure Date Value
2022 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,538,283
Total of all expenses incurred2022-12-31$2,243,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,143,127
Expenses. Certain deemed distributions of participant loans2022-12-31$13,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,290,496
Value of total assets at end of year2022-12-31$14,996,856
Value of total assets at beginning of year2022-12-31$18,778,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,572
Total interest from all sources2022-12-31$5,311
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$258,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$258,688
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$860,929
Participant contributions at end of year2022-12-31$91,909
Participant contributions at beginning of year2022-12-31$67,359
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,781,989
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,996,856
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,778,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$85,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,817,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,620,825
Interest on participant loans2022-12-31$5,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$79,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$82,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,092,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$405,748
Employer contributions (assets) at end of year2022-12-31$8,351
Employer contributions (assets) at beginning of year2022-12-31$8,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,143,127
Contract administrator fees2022-12-31$2,179
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,469,501
Total of all expenses incurred2021-12-31$222,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$221,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,268,770
Value of total assets at end of year2021-12-31$18,778,845
Value of total assets at beginning of year2021-12-31$15,532,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,303
Total interest from all sources2021-12-31$1,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$847,348
Participant contributions at end of year2021-12-31$67,359
Participant contributions at beginning of year2021-12-31$22,769
Participant contributions at beginning of year2021-12-31$22,071
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,246,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,778,845
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,532,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,620,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,299,816
Interest on participant loans2021-12-31$1,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$82,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$155,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,199,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$420,596
Employer contributions (assets) at end of year2021-12-31$8,442
Employer contributions (assets) at beginning of year2021-12-31$31,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$221,419
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,327,788
Total of all expenses incurred2020-12-31$693,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$692,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,426,892
Value of total assets at end of year2020-12-31$15,532,066
Value of total assets at beginning of year2020-12-31$12,898,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,238
Total interest from all sources2020-12-31$1,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$928,695
Participant contributions at end of year2020-12-31$22,769
Participant contributions at beginning of year2020-12-31$22,284
Participant contributions at end of year2020-12-31$22,071
Participant contributions at beginning of year2020-12-31$22,212
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$74,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,633,802
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,532,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,898,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,299,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,626,761
Interest on participant loans2020-12-31$1,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$155,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$190,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,899,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$423,987
Employer contributions (assets) at end of year2020-12-31$31,960
Employer contributions (assets) at beginning of year2020-12-31$36,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$692,748
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,725,933
Total of all expenses incurred2019-12-31$755,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$754,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,506,915
Value of total assets at end of year2019-12-31$12,898,264
Value of total assets at beginning of year2019-12-31$9,927,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,386
Total interest from all sources2019-12-31$852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$876,145
Participant contributions at end of year2019-12-31$22,284
Participant contributions at end of year2019-12-31$22,212
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$216,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$330
Administrative expenses (other) incurred2019-12-31$1,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,970,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,898,264
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,927,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,626,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,746,732
Interest on participant loans2019-12-31$852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$190,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$176,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,218,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$414,142
Employer contributions (assets) at end of year2019-12-31$36,561
Employer contributions (assets) at beginning of year2019-12-31$4,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$754,238
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$401,798
Total of all expenses incurred2018-12-31$973,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$973,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,127,222
Value of total assets at end of year2018-12-31$9,927,955
Value of total assets at beginning of year2018-12-31$10,499,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$759,475
Participant contributions at beginning of year2018-12-31$22,047
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-571,376
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,927,955
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,499,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,746,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,266,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$176,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$182,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-725,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$358,351
Employer contributions (assets) at end of year2018-12-31$4,593
Employer contributions (assets) at beginning of year2018-12-31$28,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$973,174
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,473,925
Total of all expenses incurred2017-12-31$958,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$956,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,174,112
Value of total assets at end of year2017-12-31$10,499,331
Value of total assets at beginning of year2017-12-31$8,983,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,300
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$184,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$184,729
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$709,903
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$22,047
Participant contributions at beginning of year2017-12-31$16,324
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$85,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,515,643
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,499,331
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,983,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,266,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,790,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$182,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$149,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,115,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$378,336
Employer contributions (assets) at end of year2017-12-31$28,578
Employer contributions (assets) at beginning of year2017-12-31$27,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$956,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,759,082
Total of all expenses incurred2016-12-31$435,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$434,734
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,073,987
Value of total assets at end of year2016-12-31$8,983,688
Value of total assets at beginning of year2016-12-31$7,660,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,049
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$683,630
Participant contributions at end of year2016-12-31$0
Participant contributions at end of year2016-12-31$16,324
Participant contributions at beginning of year2016-12-31$20,201
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,323,299
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,983,688
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,660,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,790,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,617,883
Interest on participant loans2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$149,764
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$685,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$372,937
Employer contributions (assets) at end of year2016-12-31$27,557
Employer contributions (assets) at beginning of year2016-12-31$22,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$434,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$936,528
Total of all expenses incurred2015-12-31$495,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$495,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,137,261
Value of total assets at end of year2015-12-31$7,660,389
Value of total assets at beginning of year2015-12-31$7,219,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$740,106
Participant contributions at end of year2015-12-31$20,201
Participant contributions at beginning of year2015-12-31$25,756
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$440,784
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,660,389
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,219,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,617,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,172,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-200,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$369,368
Employer contributions (assets) at end of year2015-12-31$22,305
Employer contributions (assets) at beginning of year2015-12-31$21,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$495,044
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,284,033
Total of all expenses incurred2014-12-31$681,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$681,420
Value of total corrective distributions2014-12-31$198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,083,997
Value of total assets at end of year2014-12-31$7,219,605
Value of total assets at beginning of year2014-12-31$6,617,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$703,452
Participant contributions at end of year2014-12-31$25,756
Participant contributions at beginning of year2014-12-31$21,106
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$602,415
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,219,605
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,617,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,172,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,577,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$200,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$376,129
Employer contributions (assets) at end of year2014-12-31$21,631
Employer contributions (assets) at beginning of year2014-12-31$18,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$681,420
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADRY LLP
Accountancy firm EIN2014-12-31420714325
2013 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,100,406
Total of all expenses incurred2013-12-31$418,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$418,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,210,125
Value of total assets at end of year2013-12-31$6,617,190
Value of total assets at beginning of year2013-12-31$4,934,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$680,828
Participant contributions at end of year2013-12-31$21,106
Participant contributions at beginning of year2013-12-31$30,231
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$163,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,682,373
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,617,190
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,934,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,577,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,881,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$890,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$366,289
Employer contributions (assets) at end of year2013-12-31$18,750
Employer contributions (assets) at beginning of year2013-12-31$23,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$418,033
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,616,030
Total of all expenses incurred2012-12-31$348,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$348,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,135,909
Value of total assets at end of year2012-12-31$4,934,817
Value of total assets at beginning of year2012-12-31$3,667,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$708,479
Participant contributions at end of year2012-12-31$30,231
Participant contributions at beginning of year2012-12-31$16,336
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,267,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,934,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,667,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,881,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,629,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$480,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$347,417
Employer contributions (assets) at end of year2012-12-31$23,470
Employer contributions (assets) at beginning of year2012-12-31$21,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$348,932
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$902,648
Total of all expenses incurred2011-12-31$106,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$106,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,048,742
Value of total assets at end of year2011-12-31$3,667,719
Value of total assets at beginning of year2011-12-31$2,871,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$635,506
Participant contributions at end of year2011-12-31$16,336
Participant contributions at beginning of year2011-12-31$20,029
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$796,041
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,667,719
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,871,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,663,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,836,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-146,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$318,382
Employer contributions (assets) at end of year2011-12-31$3,927
Employer contributions (assets) at beginning of year2011-12-31$14,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$106,607
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,946,077
Total of all expenses incurred2010-12-31$221,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$219,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,660,901
Value of total assets at end of year2010-12-31$2,871,678
Value of total assets at beginning of year2010-12-31$1,147,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$553,963
Participant contributions at end of year2010-12-31$20,029
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,836,694
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$919,108
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$822,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$227,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,724,659
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,871,678
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,147,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,836,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$919,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$285,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$284,760
Employer contributions (assets) at end of year2010-12-31$14,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$219,768
Contract administrator fees2010-12-31$1,650
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for AMERICAN JEWISH WORLD SERVICE 403(B) PLAN

2022: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN JEWISH WORLD SERVICE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80497
Policy instance 1
Insurance contract or identification number350-80497
Number of Individuals Covered243
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $250
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80497
Policy instance 1
Insurance contract or identification number350-80497
Number of Individuals Covered237
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $242
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $242
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80497
Policy instance 1
Insurance contract or identification number350-80497
Number of Individuals Covered250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $134
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $134
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80497
Policy instance 1
Insurance contract or identification number350-80497
Number of Individuals Covered241
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80497
Policy instance 1
Insurance contract or identification number350-80497
Number of Individuals Covered231
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $249
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $249
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-80497
Policy instance 1
Insurance contract or identification number350-80497
Number of Individuals Covered227
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $496
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $496
Insurance broker organization code?0
Insurance broker nameKESTRA INVESTMENT SERVICES, LL

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