401k Plan data: SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN plan

SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN
Plan identification number	003

SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

SHIMON BEN JOSEPH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: SHIMON BEN JOSEPH FOUNDATION

Employer identification number (EIN): 331114104

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SHIMON BEN JOSEPH FOUNDATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2719919

More information about SHIMON BEN JOSEPH FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 DIANE CRONAN 2017-07-14
003 2016-01-01 DIANE CRONAN 2017-07-03
003 2015-01-01 DIANE CRONAN 2016-06-13
003 2014-01-01 DIANE CRONAN 2015-06-19 DIANE CRONAN 2015-06-19
003 2013-01-01 DIANE CRONAN 2014-07-17
003 2012-01-01 DIANE CRONAN 2013-09-20 DIANE CRONAN 2013-09-20
003 2011-01-01 DIANE CRONAN 2012-07-19
003 2010-01-01 DIANE CRONAN 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	DIANE CRONAN	2017-07-14
003	2016-01-01	DIANE CRONAN	2017-07-03
003	2015-01-01	DIANE CRONAN	2016-06-13
003	2014-01-01	DIANE CRONAN	2015-06-19	DIANE CRONAN	2015-06-19
003	2013-01-01	DIANE CRONAN	2014-07-17
003	2012-01-01	DIANE CRONAN	2013-09-20	DIANE CRONAN	2013-09-20
003	2011-01-01	DIANE CRONAN	2012-07-19
003	2010-01-01	DIANE CRONAN	2011-07-14

Plan Statistics for SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN

401k plan membership statisitcs for SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN

Measure Date Value
2016: SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 483,363
Acturial value of plan assets 2016-12-31 483,363
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 438,294
Number of active participants 2016-12-31 28
Total funding liabilities for active participants 2016-12-31 438,294
Total participant count 2016-12-31 28
Total funding target for all participants 2016-12-31 438,294
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 38,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 40,932
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 124,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 118,570
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 62,441
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 17,372
Additional cash requirement 2016-12-31 17,372
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 118,570
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2016: SHIMON BEN JOSEPH FOUNDATION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	483,363
Acturial value of plan assets	2016-12-31	483,363
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	438,294
Number of active participants	2016-12-31	28
Total funding liabilities for active participants	2016-12-31	438,294
Total participant count	2016-12-31	28
Total funding target for all participants	2016-12-31	438,294
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	38,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	40,932
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	124,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	118,570
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	62,441
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	17,372
Additional cash requirement	2016-12-31	17,372
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	118,570
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	SHIMON BEN JOSEPH FOUNDATION
Employer identification number (EIN):	331114104
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2719919