J/P HAITIAN RELIEF ORGANIZATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J/P HAITIAN RELIEF ORGANIZATION 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : J/P HAITIAN RELIEF ORGANIZATION 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,856,871 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $194,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $154,623 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,529,211 |
| Value of total assets at end of year | 2023-12-31 | $2,729,248 |
| Value of total assets at beginning of year | 2023-12-31 | $1,066,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $39,481 |
| Total interest from all sources | 2023-12-31 | $5,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $58,538 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $58,538 |
| Was this plan covered by a fidelity bond | 2023-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $679,100 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $39 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $83,957 |
| Other income not declared elsewhere | 2023-12-31 | $39 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,662,767 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,729,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,066,481 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $18,683 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,684,576 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,051,289 |
| Interest on participant loans | 2023-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $44,633 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $15,192 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $15,192 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $5,344 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $263,739 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $766,154 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $154,623 |
| Contract administrator fees | 2023-12-31 | $20,798 |
| 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 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FARBER HASS HURLEY |
| Accountancy firm EIN | 2023-12-31 | 204207759 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,856,871 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $194,104 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $154,623 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,529,211 |
| Value of total assets at end of year | 2023-01-01 | $2,729,248 |
| Value of total assets at beginning of year | 2023-01-01 | $1,066,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $39,481 |
| Total interest from all sources | 2023-01-01 | $5,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $58,538 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $58,538 |
| Was this plan covered by a fidelity bond | 2023-01-01 | No |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $679,100 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $39 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $83,957 |
| Other income not declared elsewhere | 2023-01-01 | $39 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,662,767 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $2,729,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,066,481 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $18,683 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,684,576 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,051,289 |
| Interest on participant loans | 2023-01-01 | $0 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $44,633 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $5,344 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $263,739 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $766,154 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $154,623 |
| Contract administrator fees | 2023-01-01 | $20,798 |
| 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 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FARBER HASS HURLEY |
| Accountancy firm EIN | 2023-01-01 | 204207759 |
| 2022 : J/P HAITIAN RELIEF ORGANIZATION 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $346,374 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $105,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $100,942 |
| Value of total corrective distributions | 2022-12-31 | $1,439 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $503,843 |
| Value of total assets at end of year | 2022-12-31 | $1,066,481 |
| Value of total assets at beginning of year | 2022-12-31 | $825,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,782 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $25,675 |
| 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 | $25,675 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2022-12-31 | $2,327 |
| Contributions received from participants | 2022-12-31 | $385,086 |
| Other income not declared elsewhere | 2022-12-31 | $3,300 |
| 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 | $241,211 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,066,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $825,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | Yes |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $1,927 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,051,289 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $817,655 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $15,192 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,615 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $7,615 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-183,144 |
| 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 | $118,757 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $100,942 |
| Contract administrator fees | 2022-12-31 | $855 |
| 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 | FARBER HASS HURLEY, LLP |
| Accountancy firm EIN | 2022-12-31 | 204207759 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $346,374 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $105,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $100,942 |
| Value of total corrective distributions | 2022-01-01 | $1,439 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $500,543 |
| Value of total assets at end of year | 2022-01-01 | $1,066,481 |
| Value of total assets at beginning of year | 2022-01-01 | $825,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,782 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $25,675 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $25,675 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2022-01-01 | $2,327 |
| Contributions received from participants | 2022-01-01 | $385,086 |
| Other income not declared elsewhere | 2022-01-01 | $3,300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $241,211 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,066,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $825,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,927 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,051,289 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $817,655 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $15,192 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-183,144 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $115,457 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $100,942 |
| Contract administrator fees | 2022-01-01 | $855 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FARBER HASS HURLEY, LLP |
| Accountancy firm EIN | 2022-01-01 | 204207759 |
| 2021 : J/P HAITIAN RELIEF ORGANIZATION 403(B) PLAN 2021 401k financial data |
|---|
| 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 | $454,501 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,262 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,112 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $381,295 |
| Value of total assets at end of year | 2021-12-31 | $825,270 |
| Value of total assets at beginning of year | 2021-12-31 | $375,031 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $150 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $86,656 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $86,656 |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| 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 | $326,351 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $50,735 |
| 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 | $450,239 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $825,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $375,031 |
| 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 | $817,655 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $370,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,615 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $4,903 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $4,903 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-13,450 |
| 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 | $4,209 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,112 |
| Contract administrator fees | 2021-12-31 | $150 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | FARBER HASS HURLEY, LLP |
| Accountancy firm EIN | 2021-12-31 | 204207759 |
