401k Plan data: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN plan

JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN
Plan identification number	002

JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH FAMILY AND CHILDREN S SERVICE OF MINNEAPOLIS has sponsored the creation of one or more 401k plans.

Company Name: JEWISH FAMILY AND CHILDREN S SERVICE OF MINNEAPOLIS

Employer identification number (EIN): 410693860

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-10-01 DIANA MACLENNAN DIANA MACLENNAN 2019-07-12
002 2017-10-01
002 2016-10-01 DIANA MACLENNAN DIANA MACLENNAN 2018-04-24
002 2015-10-01 DIANA MACLENNAN DIANA MACLENNAN 2017-04-13
002 2014-10-01 DIANA MACLENNAN DIANA MACLENNAN 2016-03-30
002 2013-10-01 LEE FRIEDMAN LEE FRIEDMAN 2015-03-27
002 2012-10-01 BETH TOSO BETH TOSO 2014-05-07
002 2011-10-01 BETH TOSO 2013-06-11 BETH TOSO 2013-06-11
002 2010-10-01 TAMMY COHEN 2011-12-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-10-01	DIANA MACLENNAN		DIANA MACLENNAN	2019-07-12
002	2017-10-01
002	2016-10-01	DIANA MACLENNAN		DIANA MACLENNAN	2018-04-24
002	2015-10-01	DIANA MACLENNAN		DIANA MACLENNAN	2017-04-13
002	2014-10-01	DIANA MACLENNAN		DIANA MACLENNAN	2016-03-30
002	2013-10-01	LEE FRIEDMAN		LEE FRIEDMAN	2015-03-27
002	2012-10-01	BETH TOSO		BETH TOSO	2014-05-07
002	2011-10-01	BETH TOSO	2013-06-11	BETH TOSO	2013-06-11
002	2010-10-01	TAMMY COHEN	2011-12-09

Plan Statistics for JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 98
Total of all active and inactive participants 2022-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 105
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 83
Total of all active and inactive participants 2021-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 104
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 179
Number of participants with account balances 2020-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 69
Total of all active and inactive participants 2019-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 176
Number of participants with account balances 2019-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 168
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 110
Number of other retired or separated participants entitled to future benefits 2018-10-01 59
Total of all active and inactive participants 2018-10-01 169
Total participants 2018-10-01 169
Number of participants with account balances 2018-10-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 1
2017: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 109
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 59
Total of all active and inactive participants 2017-10-01 168
Total participants 2017-10-01 168
Number of participants with account balances 2017-10-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 14
2016: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 99
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 52
Total of all active and inactive participants 2016-10-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 151
Number of participants with account balances 2016-10-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 11
2015: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 148
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 122
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 38
Total of all active and inactive participants 2015-10-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 1
Total participants 2015-10-01 161
Number of participants with account balances 2015-10-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 6
2014: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 114
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 34
Total of all active and inactive participants 2014-10-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 148
Number of participants with account balances 2014-10-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 15
2013: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 110
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 21
Total of all active and inactive participants 2013-10-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 131
Number of participants with account balances 2013-10-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1
2012: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 86
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 21
Total of all active and inactive participants 2012-10-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 107
Number of participants with account balances 2012-10-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 3

Measure	Date	Value
2022: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	98
Total of all active and inactive participants	2022-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	105
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	83
Total of all active and inactive participants	2021-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	104
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	179
Number of participants with account balances	2020-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	69
Total of all active and inactive participants	2019-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	176
Number of participants with account balances	2019-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	168
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	110
Number of other retired or separated participants entitled to future benefits	2018-10-01	59
Total of all active and inactive participants	2018-10-01	169
Total participants	2018-10-01	169
Number of participants with account balances	2018-10-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	1
2017: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	109
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	59
Total of all active and inactive participants	2017-10-01	168
Total participants	2017-10-01	168
Number of participants with account balances	2017-10-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	14
2016: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	99
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	52
Total of all active and inactive participants	2016-10-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	151
Number of participants with account balances	2016-10-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	11
2015: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	148
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	122
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	38
Total of all active and inactive participants	2015-10-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	1
Total participants	2015-10-01	161
Number of participants with account balances	2015-10-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	6
2014: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	114
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	34
Total of all active and inactive participants	2014-10-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	148
Number of participants with account balances	2014-10-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	15
2013: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	110
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	21
Total of all active and inactive participants	2013-10-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	131
Number of participants with account balances	2013-10-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1
2012: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	86
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	21
Total of all active and inactive participants	2012-10-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	107
Number of participants with account balances	2012-10-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	3

Financial Data on JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-706,766
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$491,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$490,466
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$612,249
Value of total assets at end of year	2022-12-31	$6,173,574
Value of total assets at beginning of year	2022-12-31	$7,372,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,294
Total interest from all sources	2022-12-31	$1,278
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
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
Contributions received from participants	2022-12-31	$407,623
Participant contributions at end of year	2022-12-31	$23,520
Participant contributions at beginning of year	2022-12-31	$10,069
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$22,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,294
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,198,526
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,173,574
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,372,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,837,525
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,027,964
Interest on participant loans	2022-12-31	$486
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$792
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$312,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$334,067
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,320,293
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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	$182,368
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$490,466
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	REDPATH AND COMPANY, LLC
Accountancy firm EIN	2022-12-31	920370318
2021 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING 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	$1,385,920
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$866,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$865,329
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$500,269
Value of total assets at end of year	2021-12-31	$7,372,100
Value of total assets at beginning of year	2021-12-31	$6,852,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,280
Total interest from all sources	2021-12-31	$4,479
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$341,110
Participant contributions at end of year	2021-12-31	$10,069
Participant contributions at beginning of year	2021-12-31	$15,976
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,280
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	$519,311
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,372,100
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,852,789
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	$7,027,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,354,304
Interest on participant loans	2021-12-31	$708
Interest earned on other investments	2021-12-31	$3,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$334,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$482,509
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$881,172
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	No
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	$159,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$865,329
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	REDPATH AND COMPANY, LTD
Accountancy firm EIN	2021-12-31	410975573
2020 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,616,501
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$60,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$59,233
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$586,061
Value of total assets at end of year	2020-12-31	$6,852,789
Value of total assets at beginning of year	2020-12-31	$5,296,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,213
Total interest from all sources	2020-12-31	$5,472
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$328,136
Participant contributions at end of year	2020-12-31	$15,976
Participant contributions at beginning of year	2020-12-31	$24,864
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$106,288
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$1,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,556,055
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,852,789
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,296,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,354,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,867,634
Interest on participant loans	2020-12-31	$1,058
Interest earned on other investments	2020-12-31	$4,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$482,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$404,236
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,024,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$151,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$59,233
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2020-12-31	410975573
2019 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,583,526
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$428,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$426,788
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$756,301
Value of total assets at end of year	2019-12-31	$5,296,734
Value of total assets at beginning of year	2019-12-31	$4,141,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,241
Total interest from all sources	2019-12-31	$8,167
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$341,578
Participant contributions at end of year	2019-12-31	$24,864
Participant contributions at beginning of year	2019-12-31	$32,281
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$269,206
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$1,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,155,497
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,296,734
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,141,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,867,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,858,357
Interest on participant loans	2019-12-31	$1,414
Interest earned on other investments	2019-12-31	$6,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$404,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$250,599
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$819,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$145,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$426,788
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	REDPATH AND COMPANY, LTD.
Accountancy firm EIN	2019-12-31	410975573
2018 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$0
Total income from all sources (including contributions)	2018-12-31	$-362,865
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$78,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$78,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$114,265
Value of total assets at end of year	2018-12-31	$4,141,237
Value of total assets at beginning of year	2018-12-31	$4,583,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$298
Total interest from all sources	2018-12-31	$1,035
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$86,878
Participant contributions at end of year	2018-12-31	$32,281
Participant contributions at beginning of year	2018-12-31	$36,720
Administrative expenses (other) incurred	2018-12-31	$298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-441,808
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,141,237
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,583,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,858,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,299,064
Interest on participant loans	2018-12-31	$410
Interest earned on other investments	2018-12-31	$625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$250,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$247,261
Net investment gain/loss from pooled separate accounts	2018-12-31	$-478,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$27,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$78,645
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	REDPATH AND COMPANY
Accountancy firm EIN	2018-12-31	410975573
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$730,607
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$363,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$362,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$418,161
Value of total assets at end of year	2018-09-30	$4,583,045
Value of total assets at beginning of year	2018-09-30	$4,216,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$1,298
Total interest from all sources	2018-09-30	$3,693
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$284,618
Participant contributions at end of year	2018-09-30	$36,720
Participant contributions at beginning of year	2018-09-30	$40,100
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$24,895
Administrative expenses (other) incurred	2018-09-30	$1,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$366,609
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$4,583,045
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$4,216,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$4,299,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$3,991,912
Interest on participant loans	2018-09-30	$1,596
Interest earned on other investments	2018-09-30	$2,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$247,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$184,424
Net investment gain/loss from pooled separate accounts	2018-09-30	$308,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$108,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$362,700
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	REDPATH AND COMPANY
Accountancy firm EIN	2018-09-30	410975573
2017 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$862,485
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$460,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$458,801
Expenses. Certain deemed distributions of participant loans	2017-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$422,871
Value of total assets at end of year	2017-09-30	$4,216,436
Value of total assets at beginning of year	2017-09-30	$3,813,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$1,220
Total interest from all sources	2017-09-30	$3,752
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$500,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$311,144
Participant contributions at end of year	2017-09-30	$40,100
Participant contributions at beginning of year	2017-09-30	$51,843
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$11,369
Other income not declared elsewhere	2017-09-30	$0
Administrative expenses (other) incurred	2017-09-30	$1,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$402,464
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$4,216,436
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$3,813,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$3,991,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$3,585,977
Interest on participant loans	2017-09-30	$1,960
Interest earned on other investments	2017-09-30	$1,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-30	$184,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-30	$176,152
Expenses. Payments to insurance carriers foe the provision of benefits	2017-09-30	$0
Net investment gain/loss from pooled separate accounts	2017-09-30	$435,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$100,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$458,801
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-09-30	410746749
2016 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$759,004
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$645,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$644,804
Expenses. Certain deemed distributions of participant loans	2016-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$432,146
Value of total assets at end of year	2016-09-30	$3,813,972
Value of total assets at beginning of year	2016-09-30	$3,700,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$1,084
Total interest from all sources	2016-09-30	$5,230
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$500,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$323,387
Participant contributions at end of year	2016-09-30	$51,843
Participant contributions at beginning of year	2016-09-30	$52,182
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$21,451
Other income not declared elsewhere	2016-09-30	$0
Administrative expenses (other) incurred	2016-09-30	$1,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$113,116
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$3,813,972
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$3,700,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$3,585,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$3,292,091
Interest on participant loans	2016-09-30	$2,002
Interest earned on other investments	2016-09-30	$3,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-09-30	$176,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-09-30	$356,583
Expenses. Payments to insurance carriers foe the provision of benefits	2016-09-30	$0
Net investment gain/loss from pooled separate accounts	2016-09-30	$321,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$87,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$644,804
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-09-30	410746749
2015 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$322,963
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$347,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$347,298
Expenses. Certain deemed distributions of participant loans	2015-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$371,428
Value of total assets at end of year	2015-09-30	$3,700,856
Value of total assets at beginning of year	2015-09-30	$3,725,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$282
Total interest from all sources	2015-09-30	$6,131
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$500,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$260,356
Participant contributions at end of year	2015-09-30	$52,182
Participant contributions at beginning of year	2015-09-30	$63,958
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$694
Other income not declared elsewhere	2015-09-30	$0
Administrative expenses (other) incurred	2015-09-30	$282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-24,617
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$3,700,856
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$3,725,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$3,292,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$3,284,871
Interest on participant loans	2015-09-30	$2,446
Interest earned on other investments	2015-09-30	$3,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-09-30	$356,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-09-30	$376,644
Expenses. Payments to insurance carriers foe the provision of benefits	2015-09-30	$0
Net investment gain/loss from pooled separate accounts	2015-09-30	$-54,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$110,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$347,298
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-09-30	410746749
2014 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$582,929
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$141,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$141,626
Expenses. Certain deemed distributions of participant loans	2014-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$351,464
Value of total assets at end of year	2014-09-30	$3,725,473
Value of total assets at beginning of year	2014-09-30	$3,284,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$50
Total interest from all sources	2014-09-30	$5,923
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$218,747
Participant contributions at end of year	2014-09-30	$63,958
Participant contributions at beginning of year	2014-09-30	$42,318
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$25,005
Other income not declared elsewhere	2014-09-30	$0
Administrative expenses (other) incurred	2014-09-30	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$441,253
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$3,725,473
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$3,284,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$3,284,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$2,834,339
Interest on participant loans	2014-09-30	$2,085
Interest earned on other investments	2014-09-30	$3,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$376,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$407,563
Expenses. Payments to insurance carriers foe the provision of benefits	2014-09-30	$0
Net investment gain/loss from pooled separate accounts	2014-09-30	$225,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$107,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$141,626
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-09-30	410746749
2013 : JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$1,125,341
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$300,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$300,759
Expenses. Certain deemed distributions of participant loans	2013-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$816,409
Value of total assets at end of year	2013-09-30	$3,284,220
Value of total assets at beginning of year	2013-09-30	$2,459,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$234
Total interest from all sources	2013-09-30	$5,890
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$189,651
Participant contributions at end of year	2013-09-30	$42,318
Participant contributions at beginning of year	2013-09-30	$26,492
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$499,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$824,348
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$3,284,220
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$2,459,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$2,834,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$2,050,328
Interest on participant loans	2013-09-30	$1,000
Interest earned on other investments	2013-09-30	$4,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$407,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$383,052
Expenses. Payments to insurance carriers foe the provision of benefits	2013-09-30	$0
Net investment gain/loss from pooled separate accounts	2013-09-30	$303,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$127,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$300,759
Contract administrator fees	2013-09-30	$234
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-09-30	410746749

Form 5500 Responses for JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN

2022: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2017: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2016: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2015: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2014: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: JEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLIS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012

Policy instance

Insurance contract or identification number	089012
Number of Individuals Covered	189
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,935
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	1935
Additional information about fees paid to insurance broker	INCENTIVE COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-04-01
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,241
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1241
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	296
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $226
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $226
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	176
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,092
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1092
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	169
Insurance policy start date	2018-10-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $376
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	376
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	168
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of fees paid to insurance company	USD $1,666
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	161
Insurance policy start date	2015-10-01
Insurance policy end date	2016-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $470
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	470
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MINNEAPOLIS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	148
Insurance policy start date	2014-10-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $370
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	370
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MINNEAPOLIS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	131
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $957
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	957
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MINNEAPOLIS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

089012A

Policy instance

Insurance contract or identification number	089012A
Number of Individuals Covered	107
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $340
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	121
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ADAM JOHNSON

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

Company Name:	JEWISH FAMILY AND CHILDREN S SERVICE OF MINNEAPOLIS
Employer identification number (EIN):	410693860
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations