ISRAELI-AMERICAN COUNCIL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ISRAELI-AMERICAN COUNCIL 401(K) PLAN
Measure | Date | Value |
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2022 : ISRAELI-AMERICAN COUNCIL 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $404,621 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $177,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $152,322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $775,333 |
Value of total assets at end of year | 2022-12-31 | $2,238,427 |
Value of total assets at beginning of year | 2022-12-31 | $2,010,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $24,775 |
Total interest from all sources | 2022-12-31 | $35 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $42,253 |
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 | $42,253 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $202,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $548,751 |
Participant contributions at beginning of year | 2022-12-31 | $6,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $29,852 |
Administrative expenses (other) incurred | 2022-12-31 | $24,775 |
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 |
Value of net income/loss | 2022-12-31 | $227,524 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,238,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,010,903 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,177,257 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,961,338 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $61,170 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $35 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $37,726 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-413,746 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $746 |
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 | Yes |
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 | $196,730 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $152,322 |
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 | 2022-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2022-12-31 | 954345526 |
2021 : ISRAELI-AMERICAN COUNCIL 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $912,572 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $154,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $148,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $699,517 |
Value of total assets at end of year | 2021-12-31 | $2,010,903 |
Value of total assets at beginning of year | 2021-12-31 | $1,252,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,897 |
Total interest from all sources | 2021-12-31 | $281 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $5,897 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $495,925 |
Participant contributions at end of year | 2021-12-31 | $6,500 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $14,452 |
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 | $758,357 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,010,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,252,546 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,961,338 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,223,518 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $281 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $37,726 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $22,598 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $212,774 |
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 | Yes |
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 | $189,140 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,339 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $6,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $148,318 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2021-12-31 | 954345526 |
2020 : ISRAELI-AMERICAN COUNCIL 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $790,561 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $114,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $113,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $633,949 |
Value of total assets at end of year | 2020-12-31 | $1,252,546 |
Value of total assets at beginning of year | 2020-12-31 | $576,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $996 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $270 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $996 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $446,344 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $676,314 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,252,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $576,232 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $560,662 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,223,518 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $7,826 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $22,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $156,342 |
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 | $187,605 |
Employer contributions (assets) at end of year | 2020-12-31 | $6,430 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $7,744 |
Income. Dividends from preferred stock | 2020-12-31 | $270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $113,251 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2020-12-31 | 954345526 |
2019 : ISRAELI-AMERICAN COUNCIL 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $593,963 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $17,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,977 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $556,572 |
Value of total assets at end of year | 2019-12-31 | $576,232 |
Value of total assets at beginning of year | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,754 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $37 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $1,754 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $342,066 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $43,823 |
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 | $576,232 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $576,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $560,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,826 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $37,354 |
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 |
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 | $170,683 |
Employer contributions (assets) at end of year | 2019-12-31 | $7,744 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $37 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,977 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2019-12-31 | 954345526 |