401k Plan data: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN plan

OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 401k Plan overview

Plan Name	OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN
Plan identification number	001

OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

OSHMAN FAMILY JEWISH COMMUNITY CENTER has sponsored the creation of one or more 401k plans.

Company Name: OSHMAN FAMILY JEWISH COMMUNITY CENTER

Employer identification number (EIN): 770185734

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

Additional information about OSHMAN FAMILY JEWISH COMMUNITY CENTER

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1614094

More information about OSHMAN FAMILY JEWISH COMMUNITY CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 SALLY PORUSH 2020-10-14
001 2018-01-01 SALLY PORUSH 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan Statistics for OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

401k plan membership statisitcs for OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

Measure Date Value
2022: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 296
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 96
Total of all active and inactive participants 2022-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 392
Number of participants with account balances 2022-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 226
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 88
Total of all active and inactive participants 2021-01-01 314
Total participants 2021-01-01 314
Number of participants with account balances 2021-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 154
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 102
Total of all active and inactive participants 2020-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 256
Number of participants with account balances 2020-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 188
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 79
Total of all active and inactive participants 2019-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 267
Number of participants with account balances 2019-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 230
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 54
Total of all active and inactive participants 2018-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 284
Number of participants with account balances 2018-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 45
2017: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 217
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 263
Number of participants with account balances 2017-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 32
2016: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 160
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 212
Number of participants with account balances 2016-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 21

Measure	Date	Value
2022: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	296
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	96
Total of all active and inactive participants	2022-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	392
Number of participants with account balances	2022-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	226
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	88
Total of all active and inactive participants	2021-01-01	314
Total participants	2021-01-01	314
Number of participants with account balances	2021-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	154
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	102
Total of all active and inactive participants	2020-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	256
Number of participants with account balances	2020-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	188
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	79
Total of all active and inactive participants	2019-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	267
Number of participants with account balances	2019-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	230
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	54
Total of all active and inactive participants	2018-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	284
Number of participants with account balances	2018-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	45
2017: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	217
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	263
Number of participants with account balances	2017-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	32
2016: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	160
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	212
Number of participants with account balances	2016-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	21

Financial Data on OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

Measure	Date	Value
2022 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-436,594
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$342,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$294,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,071,698
Value of total assets at end of year	2022-12-31	$8,062,612
Value of total assets at beginning of year	2022-12-31	$8,841,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$47,971
Total interest from all sources	2022-12-31	$2,381
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$221,896
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	$221,896
Administrative expenses professional fees incurred	2022-12-31	$47,971
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	$860,093
Participant contributions at end of year	2022-12-31	$46,049
Participant contributions at beginning of year	2022-12-31	$29,947
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$15
Total non interest bearing cash at beginning of year	2022-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-778,950
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,062,612
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,841,562
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,792,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,457,129
Interest on participant loans	2022-12-31	$2,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$224,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$354,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$354,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,732,569
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	No
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	$211,605
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$294,385
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2022-12-31	942702860
2021 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,154,022
Total loss/gain on sale of assets	2021-12-31	$158,888
Total of all expenses incurred	2021-12-31	$177,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$134,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,056,766
Value of total assets at end of year	2021-12-31	$8,841,562
Value of total assets at beginning of year	2021-12-31	$6,865,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,807
Total interest from all sources	2021-12-31	$3,161
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$824,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$824,959
Administrative expenses professional fees incurred	2021-12-31	$42,807
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	$763,238
Participant contributions at end of year	2021-12-31	$29,947
Participant contributions at beginning of year	2021-12-31	$54,879
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$110,423
Total non interest bearing cash at end of year	2021-12-31	$30
Total non interest bearing cash at beginning of year	2021-12-31	$65
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	$1,976,415
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,841,562
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,865,147
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	$8,457,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,481,386
Interest on participant loans	2021-12-31	$3,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$354,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$328,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$328,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$110,248
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	$183,105
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$134,800
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
Aggregate proceeds on sale of assets	2021-12-31	$805,388
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$646,500
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2021-12-31	942702860
2020 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) 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	$1,706,953
Total loss/gain on sale of assets	2020-12-31	$228,785
Total of all expenses incurred	2020-12-31	$876,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$849,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$801,592
Value of total assets at end of year	2020-12-31	$6,865,147
Value of total assets at beginning of year	2020-12-31	$6,035,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,124
Total interest from all sources	2020-12-31	$3,688
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$161,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$161,708
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	$633,111
Participant contributions at end of year	2020-12-31	$54,879
Participant contributions at beginning of year	2020-12-31	$69,927
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$21,638
Other income not declared elsewhere	2020-12-31	$65
Total non interest bearing cash at end of year	2020-12-31	$65
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$830,033
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,865,147
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,035,114
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
Investment advisory and management fees	2020-12-31	$4,317
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,481,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,965,187
Interest on participant loans	2020-12-31	$3,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$328,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$511,115
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	$146,843
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$849,796
Contract administrator fees	2020-12-31	$22,807
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
Aggregate proceeds on sale of assets	2020-12-31	$1,742,919
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$1,514,134
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2020-12-31	942702860
2019 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$1,978,565
Total income from all sources (including contributions)	2019-12-31	$1,978,565
Total loss/gain on sale of assets	2019-12-31	$130,362
Total loss/gain on sale of assets	2019-12-31	$130,362
Total of all expenses incurred	2019-12-31	$1,058,214
Total of all expenses incurred	2019-12-31	$1,058,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,024,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,024,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$823,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$823,570
Value of total assets at end of year	2019-12-31	$6,035,114
Value of total assets at end of year	2019-12-31	$6,035,114
Value of total assets at beginning of year	2019-12-31	$5,114,763
Value of total assets at beginning of year	2019-12-31	$5,114,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$33,252
Total interest from all sources	2019-12-31	$4,357
Total interest from all sources	2019-12-31	$4,357
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$145,590
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$145,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$145,590
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$145,590
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$673,112
Contributions received from participants	2019-12-31	$673,112
Participant contributions at end of year	2019-12-31	$69,927
Participant contributions at end of year	2019-12-31	$69,927
Participant contributions at beginning of year	2019-12-31	$57,945
Participant contributions at beginning of year	2019-12-31	$57,945
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,088
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,088
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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	$920,351
Value of net income/loss	2019-12-31	$920,351
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,035,114
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,035,114
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,114,763
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,114,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$5,617
Investment advisory and management fees	2019-12-31	$5,617
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,965,187
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,965,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,056,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,056,818
Interest on participant loans	2019-12-31	$4,357
Interest on participant loans	2019-12-31	$4,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$874,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$874,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$142,370
Contributions received in cash from employer	2019-12-31	$142,370
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,024,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,024,962
Contract administrator fees	2019-12-31	$27,635
Contract administrator fees	2019-12-31	$27,635
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$1,382,967
Aggregate proceeds on sale of assets	2019-12-31	$1,382,967
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,252,605
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$1,252,605
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm name	2019-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2019-12-31	942702860
Accountancy firm EIN	2019-12-31	942702860
2018 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) 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	$505,896
Total loss/gain on sale of assets	2018-12-31	$41,937
Total of all expenses incurred	2018-12-31	$171,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$140,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$825,532
Value of total assets at end of year	2018-12-31	$5,114,763
Value of total assets at beginning of year	2018-12-31	$4,780,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,132
Total interest from all sources	2018-12-31	$4,026
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$151,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$151,142
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	$564,681
Participant contributions at end of year	2018-12-31	$57,945
Participant contributions at beginning of year	2018-12-31	$34,878
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$9,718
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$334,332
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,114,763
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,780,431
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
Investment advisory and management fees	2018-12-31	$6,181
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,056,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,663,748
Interest on participant loans	2018-12-31	$4,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-516,741
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	$260,851
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$72,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$140,432
Contract administrator fees	2018-12-31	$24,951
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
Aggregate proceeds on sale of assets	2018-12-31	$666,897
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$624,960
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	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2018-12-31	942702860
2017 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,507,289
Total loss/gain on sale of assets	2017-12-31	$113,768
Total of all expenses incurred	2017-12-31	$537,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$518,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$783,338
Value of total assets at end of year	2017-12-31	$4,780,431
Value of total assets at beginning of year	2017-12-31	$3,810,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,115
Total interest from all sources	2017-12-31	$1,532
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$107,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$107,143
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$514,827
Participant contributions at end of year	2017-12-31	$34,878
Participant contributions at beginning of year	2017-12-31	$8,726
Participant contributions at end of year	2017-12-31	$9,718
Participant contributions at beginning of year	2017-12-31	$18,727
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,137
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$969,616
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,780,431
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,810,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$3,304
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,663,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,697,144
Interest on participant loans	2017-12-31	$1,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$501,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$263,374
Employer contributions (assets) at end of year	2017-12-31	$72,087
Employer contributions (assets) at beginning of year	2017-12-31	$86,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$518,558
Contract administrator fees	2017-12-31	$15,811
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,076,147
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$962,379
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JOHANSON & YAU ACCOUNTANCY CORPORAT
Accountancy firm EIN	2017-12-31	942702860
2016 : OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$986,282
Total loss/gain on sale of assets	2016-12-31	$463
Total of all expenses incurred	2016-12-31	$398,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$379,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$696,970
Value of total assets at end of year	2016-12-31	$3,810,815
Value of total assets at beginning of year	2016-12-31	$3,223,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,911
Total interest from all sources	2016-12-31	$508
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$91,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$91,146
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$444,553
Participant contributions at end of year	2016-12-31	$8,726
Participant contributions at beginning of year	2016-12-31	$2,276
Participant contributions at end of year	2016-12-31	$18,727
Participant contributions at beginning of year	2016-12-31	$11,381
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$9,553
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$9,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$587,643
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,810,815
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,223,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,697,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,132,050
Interest on participant loans	2016-12-31	$508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$197,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$242,864
Employer contributions (assets) at end of year	2016-12-31	$86,218
Employer contributions (assets) at beginning of year	2016-12-31	$67,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$379,728
Contract administrator fees	2016-12-31	$18,911
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$663,822
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$663,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DAVID J. CORMIA CPA
Accountancy firm EIN	2016-12-31	208298840

Form 5500 Responses for OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN

2022: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OSHMAN FAMILY JEWISH COMMUNITY CENTER 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OSHMAN FAMILY JEWISH COMMUNITY CENTER
Employer identification number (EIN):	770185734
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1614094