?>
Logo

JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 401k Plan overview

Plan NameJEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN
Plan identification number 003

JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 BOARD OF AKRON, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH COMMUNITY BOARD OF AKRON, INC.
Employer identification number (EIN):341884695
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JEWISH COMMUNITY BOARD OF AKRON, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1998-12-31
Company Identification Number: 1054349
Legal Registered Office Address: 388 S. MAIN ST., SUITE 500
-
AKRON
United States of America (USA)
44311

More information about JEWISH COMMUNITY BOARD OF AKRON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN KEVERKAMP
0032017-01-01JOHN KEVERKAMP
0032016-01-01JOHN KEVERKAMP
0032015-01-01JOHN KEVERKAMP
0032014-01-01JOHN KEVERKAMP
0032013-01-01JOHN KEVERKAMP
0032012-01-01JOHN KEVERKAMP
0032011-01-01JOHN KEVERKAMP

Plan Statistics for JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN

401k plan membership statisitcs for JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN

Measure Date Value
2022: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01237
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01371
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01292
Number of participants with account balances2018-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01334
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01371
Number of participants with account balances2017-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01292
Total number of active participants reported on line 7a of the Form 55002016-01-01227
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01331
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01220
Total number of active participants reported on line 7a of the Form 55002014-01-01233
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01270
Number of participants with account balances2014-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01284
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01271
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01233
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01284
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01255
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01233
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN

Measure Date Value
2022 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-472,240
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$632,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$600,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$338,306
Value of total assets at end of year2022-12-31$3,844,719
Value of total assets at beginning of year2022-12-31$4,949,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,211
Total interest from all sources2022-12-31$4,169
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,212
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$130,503
Participant contributions at end of year2022-12-31$69,700
Participant contributions at beginning of year2022-12-31$71,178
Participant contributions at end of year2022-12-31$9,782
Participant contributions at beginning of year2022-12-31$4,349
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,104,568
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,844,719
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,949,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,447,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,547,578
Interest on participant loans2022-12-31$4,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$302,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$308,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,047,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$155,632
Employer contributions (assets) at end of year2022-12-31$12,333
Employer contributions (assets) at beginning of year2022-12-31$5,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$600,117
Contract administrator fees2022-12-31$32,211
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2022-12-31341322309
2021 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$847,860
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$96,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$64,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$272,438
Value of total assets at end of year2021-12-31$4,949,287
Value of total assets at beginning of year2021-12-31$4,198,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,867
Total interest from all sources2021-12-31$3,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$322,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$322,276
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$121,718
Participant contributions at end of year2021-12-31$71,178
Participant contributions at beginning of year2021-12-31$60,729
Participant contributions at end of year2021-12-31$4,349
Participant contributions at beginning of year2021-12-31$4,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$12,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$750,876
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,949,287
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,198,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,856,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,127,959
Interest on participant loans2021-12-31$3,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$237,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$150,720
Employer contributions (assets) at end of year2021-12-31$5,227
Employer contributions (assets) at beginning of year2021-12-31$5,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$64,117
Contract administrator fees2021-12-31$32,867
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2021-12-31341322309
2020 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$818,235
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$183,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$148,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$286,528
Value of total assets at end of year2020-12-31$4,198,411
Value of total assets at beginning of year2020-12-31$3,564,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,628
Total interest from all sources2020-12-31$3,463
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$197,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$197,994
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$134,525
Participant contributions at end of year2020-12-31$60,729
Participant contributions at beginning of year2020-12-31$51,753
Participant contributions at end of year2020-12-31$4,496
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$634,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,198,411
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,564,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,127,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,512,311
Interest on participant loans2020-12-31$3,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$330,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$152,003
Employer contributions (assets) at end of year2020-12-31$5,227
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$148,260
Contract administrator fees2020-12-31$35,628
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2020-12-31341322309
2019 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$891,021
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$288,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$264,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$286,716
Value of total assets at end of year2019-12-31$3,564,064
Value of total assets at beginning of year2019-12-31$2,961,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,454
Total interest from all sources2019-12-31$4,440
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$124,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$124,605
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$137,695
Participant contributions at end of year2019-12-31$51,753
Participant contributions at beginning of year2019-12-31$96,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$602,285
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,564,064
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,961,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,512,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,865,272
Interest on participant loans2019-12-31$4,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$475,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$149,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$264,282
Contract administrator fees2019-12-31$24,454
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2019-12-31341322309
2018 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,600
Total income from all sources (including contributions)2018-12-31$110,615
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$777,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$751,665
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$273,988
Value of total assets at end of year2018-12-31$2,961,779
Value of total assets at beginning of year2018-12-31$3,633,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,689
Total interest from all sources2018-12-31$4,460
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$175,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$175,031
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$164,342
Participant contributions at end of year2018-12-31$96,507
Participant contributions at beginning of year2018-12-31$78,291
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,600
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-666,739
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,961,779
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,628,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,865,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,554,827
Interest on participant loans2018-12-31$4,460
Interest earned on other investments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-342,864
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$109,646
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$751,665
Contract administrator fees2018-12-31$25,689
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2018-12-31341322309
2017 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,235
Total income from all sources (including contributions)2017-12-31$785,373
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$353,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$321,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$282,797
Value of total assets at end of year2017-12-31$3,633,118
Value of total assets at beginning of year2017-12-31$3,220,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,768
Total interest from all sources2017-12-31$3,532
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$146,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$146,227
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$169,873
Participant contributions at end of year2017-12-31$78,291
Participant contributions at beginning of year2017-12-31$81,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$24,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$432,092
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,628,518
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,196,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,554,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,114,536
Interest on participant loans2017-12-31$3,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$352,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$112,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$321,513
Contract administrator fees2017-12-31$31,768
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$24,235
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2017-12-31341322309
2016 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$489,550
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$102,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$77,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,245
Value of total assets at end of year2016-12-31$3,220,661
Value of total assets at beginning of year2016-12-31$2,809,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,500
Total interest from all sources2016-12-31$4,608
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$78,683
Administrative expenses professional fees incurred2016-12-31$14,858
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$157,314
Participant contributions at end of year2016-12-31$81,815
Participant contributions at beginning of year2016-12-31$77,946
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,437
Total non interest bearing cash at end of year2016-12-31$24,310
Total non interest bearing cash at beginning of year2016-12-31$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$386,862
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,196,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,809,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,114,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,731,538
Interest on participant loans2016-12-31$3,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$106,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,494
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$77,188
Contract administrator fees2016-12-31$1,432
Liabilities. Value of benefit claims payable at end of year2016-12-31$24,235
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2016-12-31341322309
2015 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$240,992
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$411,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$383,759
Value of total corrective distributions2015-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$284,134
Value of total assets at end of year2015-12-31$2,809,564
Value of total assets at beginning of year2015-12-31$2,980,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,799
Total interest from all sources2015-12-31$3,195
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$98,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$98,920
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$146,309
Participant contributions at end of year2015-12-31$77,946
Participant contributions at beginning of year2015-12-31$67,616
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,569
Total non interest bearing cash at end of year2015-12-31$80
Total non interest bearing cash at beginning of year2015-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-170,599
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,809,564
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,980,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,731,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,912,395
Interest on participant loans2015-12-31$3,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$126,256
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$383,759
Contract administrator fees2015-12-31$27,799
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CIUNI & PANICHI, INC
Accountancy firm EIN2015-12-31341322309
2014 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$457,438
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$154,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$128,471
Expenses. Certain deemed distributions of participant loans2014-12-31$1,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$281,872
Value of total assets at end of year2014-12-31$2,980,163
Value of total assets at beginning of year2014-12-31$2,677,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,473
Total interest from all sources2014-12-31$3,330
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$139,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$139,916
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$130,805
Participant contributions at end of year2014-12-31$67,616
Participant contributions at beginning of year2014-12-31$52,605
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$6,703
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,109
Total non interest bearing cash at end of year2014-12-31$152
Total non interest bearing cash at beginning of year2014-12-31$12,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$302,558
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,980,163
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,677,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,912,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,600,626
Interest on participant loans2014-12-31$3,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$32,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$116,958
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$128,471
Contract administrator fees2014-12-31$24,473
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2014-12-31341818258
2013 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$643,388
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$369,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$346,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$278,384
Value of total assets at end of year2013-12-31$2,677,605
Value of total assets at beginning of year2013-12-31$2,404,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,894
Total interest from all sources2013-12-31$3,093
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$82,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$82,464
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$136,522
Participant contributions at end of year2013-12-31$52,605
Participant contributions at beginning of year2013-12-31$57,247
Participant contributions at end of year2013-12-31$6,703
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,532
Total non interest bearing cash at end of year2013-12-31$12,850
Total non interest bearing cash at beginning of year2013-12-31$12,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$273,407
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,677,605
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,404,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,600,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,334,929
Interest on participant loans2013-12-31$3,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$279,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$131,330
Employer contributions (assets) at end of year2013-12-31$4,821
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$346,087
Contract administrator fees2013-12-31$23,894
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2013-12-31341818258
2012 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$33,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$525,594
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$145,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$126,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$293,371
Value of total assets at end of year2012-12-31$2,404,198
Value of total assets at beginning of year2012-12-31$1,990,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,798
Total interest from all sources2012-12-31$44,979
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$151,282
Participant contributions at end of year2012-12-31$57,247
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$6,312
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,202
Total non interest bearing cash at end of year2012-12-31$12,022
Total non interest bearing cash at beginning of year2012-12-31$1,924,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$380,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,404,198
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,990,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,334,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$53,327
Interest on participant loans2012-12-31$1,791
Interest earned on other investments2012-12-31$43,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$187,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$133,887
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$6,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$126,317
Contract administrator fees2012-12-31$9,126
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2012-12-31341818258
2011 : JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$184,277
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$400,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$399,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$227,829
Value of total assets at end of year2011-12-31$1,990,668
Value of total assets at beginning of year2011-12-31$2,206,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$252
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,239
Administrative expenses professional fees incurred2011-12-31$252
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$104,856
Participant contributions at end of year2011-12-31$6,312
Total non interest bearing cash at end of year2011-12-31$1,924,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-215,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,990,668
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,206,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$53,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,786,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$420,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-52,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$122,973
Employer contributions (assets) at end of year2011-12-31$6,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$399,832
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2011-12-31341818258

Form 5500 Responses for JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN

2022: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEWISH COMMUNITY BOARD OF AKRON, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number618709
Policy instance 1
Insurance contract or identification number618709
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052728-B
Policy instance 1
Insurance contract or identification number052728-B
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $777
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3