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JEWISH COMMUNITY CENTER 403B PLAN 401k Plan overview

Plan NameJEWISH COMMUNITY CENTER 403B PLAN
Plan identification number 001

JEWISH COMMUNITY CENTER 403B 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.
  • 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 COMMUNITY CENTER has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY CENTER
Employer identification number (EIN):237448234
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH COMMUNITY CENTER 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-06-01KEITH DVORCHIK
0012018-06-01KEITH DVORCHIK
0012017-06-01ROBBY ETZKIN
0012016-06-01ROBBY ETZKIN
0012015-06-01HELEN MARONEY ROBBY ETZKIN2016-12-12
0012014-06-01DAVID WAYNE
0012013-09-01NANCY PORTELLO DAVID WAYNE2014-12-18
0012012-09-01ROBBY ETZKIN
0012011-09-01NANCY PORTELLO DAVID WAYNE2014-12-18
0012009-09-01NANCY PORTELLO DAVID WAYNE2014-12-18
0012008-09-01

Plan Statistics for JEWISH COMMUNITY CENTER 403B PLAN

401k plan membership statisitcs for JEWISH COMMUNITY CENTER 403B PLAN

Measure Date Value
2018: JEWISH COMMUNITY CENTER 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01153
Total number of active participants reported on line 7a of the Form 55002018-06-010
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-010
Number of participants with account balances2018-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: JEWISH COMMUNITY CENTER 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01150
Total number of active participants reported on line 7a of the Form 55002017-06-01135
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-0118
Total of all active and inactive participants2017-06-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01153
Number of participants with account balances2017-06-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: JEWISH COMMUNITY CENTER 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01157
Total number of active participants reported on line 7a of the Form 55002016-06-01136
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0114
Total of all active and inactive participants2016-06-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01150
Number of participants with account balances2016-06-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-013
2015: JEWISH COMMUNITY CENTER 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01148
Total number of active participants reported on line 7a of the Form 55002015-06-01136
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0116
Total of all active and inactive participants2015-06-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01152
Number of participants with account balances2015-06-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: JEWISH COMMUNITY CENTER 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01175
Total number of active participants reported on line 7a of the Form 55002014-06-01116
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0131
Total of all active and inactive participants2014-06-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01147
Number of participants with account balances2014-06-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: JEWISH COMMUNITY CENTER 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01231
Total number of active participants reported on line 7a of the Form 55002013-09-01153
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0122
Total of all active and inactive participants2013-09-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01175
Number of participants with account balances2013-09-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: JEWISH COMMUNITY CENTER 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01188
Total number of active participants reported on line 7a of the Form 55002012-09-01203
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0128
Total of all active and inactive participants2012-09-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01231
Number of participants with account balances2012-09-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: JEWISH COMMUNITY CENTER 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01230
Total number of active participants reported on line 7a of the Form 55002011-09-01202
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0117
Total of all active and inactive participants2011-09-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01219
Number of participants with account balances2011-09-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: JEWISH COMMUNITY CENTER 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01222
Total number of active participants reported on line 7a of the Form 55002009-09-01207
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0115
Total of all active and inactive participants2009-09-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01222
Number of participants with account balances2009-09-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on JEWISH COMMUNITY CENTER 403B PLAN

Measure Date Value
2018 : JEWISH COMMUNITY CENTER 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-02$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-02$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-02$0
Total income from all sources (including contributions)2018-07-02$6,379
Total loss/gain on sale of assets2018-07-02$0
Total of all expenses incurred2018-07-02$1,235,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-02$1,233,145
Value of total corrective distributions2018-07-02$1,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-02$0
Value of total assets at end of year2018-07-02$0
Value of total assets at beginning of year2018-07-02$1,229,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-02$501
Total interest from all sources2018-07-02$1,368
Total dividends received (eg from common stock, registered investment company shares)2018-07-02$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-02Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-07-02$0
Was this plan covered by a fidelity bond2018-07-02Yes
Value of fidelity bond cover2018-07-02$110,000
If this is an individual account plan, was there a blackout period2018-07-02No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-02$0
Were there any nonexempt tranactions with any party-in-interest2018-07-02No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-02No
Value of net income/loss2018-07-02$-1,229,204
Value of net assets at end of year (total assets less liabilities)2018-07-02$0
Value of net assets at beginning of year (total assets less liabilities)2018-07-02$1,229,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-02No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-02No
Were any leases to which the plan was party in default or uncollectible2018-07-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-02$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-02$751,292
Interest earned on other investments2018-07-02$1,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-02$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-02$477,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-02$5,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-02No
Was there a failure to transmit to the plan any participant contributions2018-07-02No
Has the plan failed to provide any benefit when due under the plan2018-07-02No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-02$1,233,145
Contract administrator fees2018-07-02$501
Did the plan have assets held for investment2018-07-02No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-02Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-02Yes
Opinion of an independent qualified public accountant for this plan2018-07-02Disclaimer
Accountancy firm name2018-07-02MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2018-07-02593017072
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$161,446
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$105,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$101,926
Expenses. Certain deemed distributions of participant loans2018-05-31$3,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$69,618
Value of total assets at end of year2018-05-31$1,229,204
Value of total assets at beginning of year2018-05-31$1,173,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$38
Total interest from all sources2018-05-31$16,231
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$110,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$69,618
Participant contributions at end of year2018-05-31$0
Participant contributions at beginning of year2018-05-31$5,039
Participant contributions at end of year2018-05-31$0
Participant contributions at beginning of year2018-05-31$2,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$55,989
Value of net assets at end of year (total assets less liabilities)2018-05-31$1,229,204
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$1,173,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$751,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$700,439
Interest on participant loans2018-05-31$223
Interest earned on other investments2018-05-31$16,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$477,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$465,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$75,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$101,926
Contract administrator fees2018-05-31$38
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2018-05-31593017072
2017 : JEWISH COMMUNITY CENTER 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$145,558
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$18,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$17,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$51,874
Value of total assets at end of year2017-05-31$1,173,215
Value of total assets at beginning of year2017-05-31$1,045,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$173
Total interest from all sources2017-05-31$15,701
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$110,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$51,874
Participant contributions at end of year2017-05-31$5,039
Participant contributions at beginning of year2017-05-31$7,385
Participant contributions at end of year2017-05-31$2,226
Participant contributions at beginning of year2017-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$127,543
Value of net assets at end of year (total assets less liabilities)2017-05-31$1,173,215
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$1,045,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$700,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$594,283
Interest on participant loans2017-05-31$435
Interest earned on other investments2017-05-31$15,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$465,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$444,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$77,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$17,842
Contract administrator fees2017-05-31$173
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2017-05-31593017072
2016 : JEWISH COMMUNITY CENTER 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$49,550
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$137,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$137,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$55,208
Value of total assets at end of year2016-05-31$1,045,672
Value of total assets at beginning of year2016-05-31$1,133,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$0
Total interest from all sources2016-05-31$15,154
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$110,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$55,208
Participant contributions at end of year2016-05-31$7,385
Participant contributions at beginning of year2016-05-31$20,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-88,316
Value of net assets at end of year (total assets less liabilities)2016-05-31$1,045,672
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$1,133,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$594,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$676,541
Interest earned on other investments2016-05-31$15,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$444,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$436,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-20,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$137,866
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2016-05-31593017072
2015 : JEWISH COMMUNITY CENTER 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$126,085
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$99,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$99,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$63,596
Value of total assets at end of year2015-05-31$1,133,988
Value of total assets at beginning of year2015-05-31$1,107,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$40
Total interest from all sources2015-05-31$13,200
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$110,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$61,975
Participant contributions at end of year2015-05-31$20,460
Participant contributions at beginning of year2015-05-31$11,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$26,919
Value of net assets at end of year (total assets less liabilities)2015-05-31$1,133,988
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$1,107,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$676,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$704,608
Interest earned on other investments2015-05-31$13,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$436,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$391,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$49,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$99,126
Contract administrator fees2015-05-31$40
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2015-05-31593017072
2014 : JEWISH COMMUNITY CENTER 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$166,745
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$100,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$100,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$66,798
Value of total assets at end of year2014-05-31$1,107,069
Value of total assets at beginning of year2014-05-31$1,040,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$0
Total interest from all sources2014-05-31$9,611
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$110,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$36,817
Participant contributions at end of year2014-05-31$11,057
Participant contributions at beginning of year2014-05-31$9,221
Participant contributions at end of year2014-05-31$0
Participant contributions at beginning of year2014-05-31$1,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$66,698
Value of net assets at end of year (total assets less liabilities)2014-05-31$1,107,069
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,040,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$704,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$638,752
Interest earned on other investments2014-05-31$9,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$391,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$390,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$90,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$29,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$100,047
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2014-05-31593017072
2013 : JEWISH COMMUNITY CENTER 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$145,656
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$71,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$71,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$61,744
Value of total assets at end of year2013-08-31$1,040,371
Value of total assets at beginning of year2013-08-31$965,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$0
Total interest from all sources2013-08-31$12,423
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31No
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$61,744
Participant contributions at end of year2013-08-31$9,221
Participant contributions at beginning of year2013-08-31$10,270
Participant contributions at end of year2013-08-31$1,947
Participant contributions at beginning of year2013-08-31$5,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$74,610
Value of net assets at end of year (total assets less liabilities)2013-08-31$1,040,371
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$965,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$638,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$581,891
Interest earned on other investments2013-08-31$12,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$390,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$367,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$71,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$71,046
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31DAVIS,GRIM AND COMPANY, P.A.
Accountancy firm EIN2013-08-31273509345
2012 : JEWISH COMMUNITY CENTER 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$144,013
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$195,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$195,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$83,468
Value of total assets at end of year2012-08-31$965,761
Value of total assets at beginning of year2012-08-31$1,017,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$0
Total interest from all sources2012-08-31$11,699
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31No
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$83,468
Participant contributions at end of year2012-08-31$10,270
Participant contributions at beginning of year2012-08-31$10,395
Participant contributions at end of year2012-08-31$5,988
Participant contributions at beginning of year2012-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$-51,813
Value of net assets at end of year (total assets less liabilities)2012-08-31$965,761
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$1,017,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$581,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$671,302
Interest earned on other investments2012-08-31$11,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$367,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$335,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$48,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$195,826
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2012-08-31593017072
2011 : JEWISH COMMUNITY CENTER 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$167,601
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$45,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$45,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$64,114
Value of total assets at end of year2011-08-31$1,017,574
Value of total assets at beginning of year2011-08-31$895,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$0
Total interest from all sources2011-08-31$10,712
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31No
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$64,114
Participant contributions at end of year2011-08-31$10,395
Participant contributions at beginning of year2011-08-31$11,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$122,533
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,017,574
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$895,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$671,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$598,845
Interest earned on other investments2011-08-31$10,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$335,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$284,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$92,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$45,068
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2011-08-31593017072
2010 : JEWISH COMMUNITY CENTER 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-08-31$0
Total income from all sources (including contributions)2010-08-31$120,991
Total loss/gain on sale of assets2010-08-31$0
Total of all expenses incurred2010-08-31$21,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-08-31$21,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-08-31$85,485
Value of total assets at end of year2010-08-31$895,041
Value of total assets at beginning of year2010-08-31$795,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-08-31$0
Total interest from all sources2010-08-31$10,011
Total dividends received (eg from common stock, registered investment company shares)2010-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-08-31No
Was this plan covered by a fidelity bond2010-08-31No
If this is an individual account plan, was there a blackout period2010-08-31No
Were there any nonexempt tranactions with any party-in-interest2010-08-31No
Contributions received from participants2010-08-31$84,367
Participant contributions at end of year2010-08-31$11,522
Participant contributions at beginning of year2010-08-31$9,030
Income. Received or receivable in cash from other sources (including rollovers)2010-08-31$593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-08-31No
Value of net income/loss2010-08-31$99,547
Value of net assets at end of year (total assets less liabilities)2010-08-31$895,041
Value of net assets at beginning of year (total assets less liabilities)2010-08-31$795,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-08-31No
Were any leases to which the plan was party in default or uncollectible2010-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-08-31$598,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-08-31$517,518
Interest earned on other investments2010-08-31$10,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-08-31$284,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-08-31$268,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-08-31$25,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-08-31No
Was there a failure to transmit to the plan any participant contributions2010-08-31No
Has the plan failed to provide any benefit when due under the plan2010-08-31No
Contributions received in cash from employer2010-08-31$525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-08-31$21,444
Did the plan have assets held for investment2010-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-08-31Yes
Opinion of an independent qualified public accountant for this plan2010-08-31Disclaimer
Accountancy firm name2010-08-31MOSS, KRUSICK & ASSOCIATES, LLC
Accountancy firm EIN2010-08-31593017072

Form 5500 Responses for JEWISH COMMUNITY CENTER 403B PLAN

2018: JEWISH COMMUNITY CENTER 403B PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingYes
2018-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: JEWISH COMMUNITY CENTER 403B PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: JEWISH COMMUNITY CENTER 403B PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: JEWISH COMMUNITY CENTER 403B PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: JEWISH COMMUNITY CENTER 403B PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: JEWISH COMMUNITY CENTER 403B PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: JEWISH COMMUNITY CENTER 403B PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: JEWISH COMMUNITY CENTER 403B PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: JEWISH COMMUNITY CENTER 403B PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes
2008: JEWISH COMMUNITY CENTER 403B PLAN 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedNo
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered0
Insurance policy start date2018-06-01
Insurance policy end date2018-07-02
Total amount of commissions paid to insurance brokerUSD $317
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $317
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered45
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $4,648
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $4,648
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered47
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $5,052
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $5,052
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered52
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,303
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $3,303
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered60
Insurance policy start date2013-09-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,236
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $2,236
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered53
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $3,078
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $3,078
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered51
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $3,506
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered57
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $2,658
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
LINCOLN NATIONAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25524
Policy instance 1
Insurance contract or identification numberGP25524
Number of Individuals Covered56
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $2,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $2,500
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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