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HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 401k Plan overview

Plan NameHANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN
Plan identification number 005

HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HANDMAKER JEWISH SERVICES FOR THE AGING has sponsored the creation of one or more 401k plans.

Company Name:HANDMAKER JEWISH SERVICES FOR THE AGING
Employer identification number (EIN):860626077
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HANDMAKER JEWISH SERVICES FOR THE AGING

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: 05203377

More information about HANDMAKER JEWISH SERVICES FOR THE AGING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MICHELLE KROEGER MICHELLE KROEGER2018-10-12
0052017-01-01MICHELLE KROEGER MICHELLE KROEGER2018-10-12
0052017-01-01
0052016-01-01MICHELLE KROEGER MICHELLE KROEGER2017-10-04
0052016-01-01 RACHEL DORF2019-08-28
0052015-01-01MICHELLE KROEGER MICHELLE KROEGER2016-10-14
0052015-01-01 RACHEL DORF2019-08-26
0052014-01-01RACHEL DORF RACHEL DORF2015-10-12
0052013-01-01RACHEL DORF RACHEL DORF2014-09-05
0052012-01-01RACHEL DORF RACHEL DORF2013-10-15
0052011-01-01RACHEL DORF RACHEL DORF2012-10-15
0052010-01-01RACHEL DORF RACHEL DORF2011-10-03
0052009-01-01RACHEL DORF

Plan Statistics for HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN

401k plan membership statisitcs for HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN

Measure Date Value
2022: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01246
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01234
Number of participants with account balances2022-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01234
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01246
Number of participants with account balances2021-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01227
Total number of active participants reported on line 7a of the Form 55002020-01-01210
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01234
Number of participants with account balances2020-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-01199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01227
Number of participants with account balances2019-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01260
Number of participants with account balances2018-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01232
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01243
Number of participants with account balances2017-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01258
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01232
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01208
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01258
Number of participants with account balances2015-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01208
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01214
Total participants2013-01-01214
Number of participants with account balances2013-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01245
Total participants2012-01-01245
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01227
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01198
Total number of active participants reported on line 7a of the Form 55002010-01-01188
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01221
Number of participants with account balances2010-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN

Measure Date Value
2022 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-233,124
Total of all expenses incurred2022-12-31$611,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$592,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$193,562
Value of total assets at end of year2022-12-31$1,858,392
Value of total assets at beginning of year2022-12-31$2,703,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,944
Total interest from all sources2022-12-31$2,806
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$43,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$43,338
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$152,680
Participant contributions at end of year2022-12-31$31,044
Participant contributions at beginning of year2022-12-31$65,827
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-845,094
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,858,392
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,703,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,799,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,610,651
Interest on participant loans2022-12-31$2,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$28,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$27,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$27,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-472,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$29,898
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$592,026
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BEACHFLEISCHMAN PLLC
Accountancy firm EIN2022-12-31860683059
2021 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$481,593
Total of all expenses incurred2021-12-31$153,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$120,688
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$130,476
Value of total assets at end of year2021-12-31$2,703,486
Value of total assets at beginning of year2021-12-31$2,375,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,538
Total interest from all sources2021-12-31$2,583
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$83,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$83,650
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$102,184
Participant contributions at end of year2021-12-31$65,827
Participant contributions at beginning of year2021-12-31$54,751
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$328,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,703,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,375,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,610,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,289,194
Interest on participant loans2021-12-31$2,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$27,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$25
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$264,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$28,292
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$120,688
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BEACHFLEISCHMAN PLLC
Accountancy firm EIN2021-12-31860683059
2020 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$458,284
Total of all expenses incurred2020-12-31$331,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$312,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$185,242
Value of total assets at end of year2020-12-31$2,375,119
Value of total assets at beginning of year2020-12-31$2,248,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,385
Total interest from all sources2020-12-31$3,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$112,570
Participant contributions at end of year2020-12-31$54,751
Participant contributions at beginning of year2020-12-31$92,966
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$126,398
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,375,119
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,248,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,289,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,155,464
Interest on participant loans2020-12-31$3,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$269,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,999
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$312,501
Contract administrator fees2020-12-31$7,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2020-12-31860683059
2019 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$633,851
Total of all expenses incurred2019-12-31$800,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$771,645
Expenses. Certain deemed distributions of participant loans2019-12-31$4,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$183,470
Value of total assets at end of year2019-12-31$2,248,721
Value of total assets at beginning of year2019-12-31$2,415,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,904
Total interest from all sources2019-12-31$3,537
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,032
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$148,414
Participant contributions at end of year2019-12-31$92,966
Participant contributions at beginning of year2019-12-31$88,000
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$135
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$171,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$291
Total non interest bearing cash at beginning of year2019-12-31$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-166,483
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,248,721
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,415,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,155,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,155,055
Interest on participant loans2019-12-31$3,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$444,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$35,056
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$771,645
Contract administrator fees2019-12-31$9,662
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2019-12-31860683059
2018 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$296,561
Total of all expenses incurred2018-12-31$255,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$235,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$449,057
Value of total assets at end of year2018-12-31$2,415,204
Value of total assets at beginning of year2018-12-31$2,374,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,087
Total interest from all sources2018-12-31$3,663
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$82,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$191,173
Participant contributions at end of year2018-12-31$88,000
Participant contributions at beginning of year2018-12-31$74,954
Participant contributions at end of year2018-12-31$135
Participant contributions at beginning of year2018-12-31$135
Assets. Other investments not covered elsewhere at end of year2018-12-31$171,059
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$182,052
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$212,844
Other income not declared elsewhere2018-12-31$-13,551
Total non interest bearing cash at end of year2018-12-31$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$40,862
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,415,204
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,374,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,155,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,117,201
Interest on participant loans2018-12-31$3,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-225,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$45,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$235,612
Contract administrator fees2018-12-31$5,201
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2018-12-31860683059
2017 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$489,884
Total of all expenses incurred2017-12-31$90,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$74,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$197,617
Value of total assets at end of year2017-12-31$2,192,155
Value of total assets at beginning of year2017-12-31$1,793,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,844
Total interest from all sources2017-12-31$2,312
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$50,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$50,596
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$155,588
Participant contributions at end of year2017-12-31$74,954
Participant contributions at beginning of year2017-12-31$39,955
Participant contributions at beginning of year2017-12-31$1,301
Income. Received or receivable in cash from other sources (including rollovers)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 appraiser2017-12-31No
Value of net income/loss2017-12-31$399,107
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,192,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,793,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,117,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,751,790
Interest on participant loans2017-12-31$2,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$239,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$42,029
Employer contributions (assets) at end of year2017-12-31$135
Employer contributions (assets) at beginning of year2017-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$74,933
Contract administrator fees2017-12-31$3,237
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2017-12-31860683059
2016 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$816
Total income from all sources (including contributions)2016-12-31$355,248
Total of all expenses incurred2016-12-31$54,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$41,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$194,314
Value of total assets at end of year2016-12-31$1,793,048
Value of total assets at beginning of year2016-12-31$1,493,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,599
Total interest from all sources2016-12-31$1,602
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$41,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$41,292
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$152,198
Participant contributions at end of year2016-12-31$39,955
Participant contributions at beginning of year2016-12-31$48,586
Participant contributions at end of year2016-12-31$1,301
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$300,592
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,793,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,492,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,751,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,444,686
Interest on participant loans2016-12-31$1,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$118,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$40,713
Employer contributions (assets) at end of year2016-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$41,057
Contract administrator fees2016-12-31$2,734
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$816
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HBL CPAS, P.C.
Accountancy firm EIN2016-12-31860360084
2015 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$137,667
Total of all expenses incurred2015-12-31$362,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$342,129
Value of total corrective distributions2015-12-31$816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$172,784
Value of total assets at end of year2015-12-31$1,493,272
Value of total assets at beginning of year2015-12-31$1,717,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,962
Total interest from all sources2015-12-31$2,072
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-37,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-37,189
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$131,865
Participant contributions at end of year2015-12-31$48,586
Participant contributions at beginning of year2015-12-31$56,058
Participant contributions at beginning of year2015-12-31$7,139
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-225,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,492,456
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,717,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,444,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,652,433
Interest on participant loans2015-12-31$2,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$35,280
Employer contributions (assets) at beginning of year2015-12-31$2,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$342,129
Contract administrator fees2015-12-31$2,175
Liabilities. Value of benefit claims payable at end of year2015-12-31$816
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HBL CPAS, P.C.
Accountancy firm EIN2015-12-31860360084
2014 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,518
Total income from all sources (including contributions)2014-12-31$224,994
Total of all expenses incurred2014-12-31$262,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$242,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$140,844
Value of total assets at end of year2014-12-31$1,717,696
Value of total assets at beginning of year2014-12-31$1,756,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,856
Total interest from all sources2014-12-31$1,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$120,466
Participant contributions at end of year2014-12-31$56,058
Participant contributions at beginning of year2014-12-31$51,920
Participant contributions at end of year2014-12-31$7,139
Participant contributions at beginning of year2014-12-31$3,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-37,268
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,717,696
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,754,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$16,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,652,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,699,644
Interest on participant loans2014-12-31$1,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,378
Employer contributions (assets) at end of year2014-12-31$2,066
Employer contributions (assets) at beginning of year2014-12-31$1,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$242,406
Contract administrator fees2014-12-31$3,109
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,518
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HBL CPAS, P.C.
Accountancy firm EIN2014-12-31860360084
2013 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,647
Total income from all sources (including contributions)2013-12-31$422,805
Total of all expenses incurred2013-12-31$144,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$125,118
Value of total corrective distributions2013-12-31$1,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$148,874
Value of total assets at end of year2013-12-31$1,756,482
Value of total assets at beginning of year2013-12-31$1,478,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,206
Total interest from all sources2013-12-31$2,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$111,952
Participant contributions at end of year2013-12-31$51,920
Participant contributions at beginning of year2013-12-31$67,447
Participant contributions at end of year2013-12-31$3,914
Participant contributions at beginning of year2013-12-31$4,172
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$277,963
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,754,964
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,477,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,699,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,405,697
Interest on participant loans2013-12-31$2,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$271,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$34,422
Employer contributions (assets) at end of year2013-12-31$1,004
Employer contributions (assets) at beginning of year2013-12-31$1,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$125,118
Contract administrator fees2013-12-31$2,911
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,518
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,647
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HBL CPAS, P.C.
Accountancy firm EIN2013-12-31860360084
2012 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,618
Total income from all sources (including contributions)2012-12-31$313,808
Total of all expenses incurred2012-12-31$188,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$171,344
Value of total corrective distributions2012-12-31$1,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$149,843
Value of total assets at end of year2012-12-31$1,478,648
Value of total assets at beginning of year2012-12-31$1,353,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,008
Total interest from all sources2012-12-31$3,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$112,478
Participant contributions at end of year2012-12-31$67,447
Participant contributions at beginning of year2012-12-31$74,098
Participant contributions at end of year2012-12-31$4,172
Participant contributions at beginning of year2012-12-31$6,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$125,711
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,477,001
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,351,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,405,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,270,731
Interest on participant loans2012-12-31$3,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$160,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$37,365
Employer contributions (assets) at end of year2012-12-31$1,332
Employer contributions (assets) at beginning of year2012-12-31$2,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$171,344
Contract administrator fees2012-12-31$4,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,647
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,618
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HBL CPAS, P.C.
Accountancy firm EIN2012-12-31860360084
2011 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,618
Total income from all sources (including contributions)2011-12-31$142,366
Total of all expenses incurred2011-12-31$533,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$507,473
Value of total corrective distributions2011-12-31$2,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$151,288
Value of total assets at end of year2011-12-31$1,353,908
Value of total assets at beginning of year2011-12-31$1,742,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,153
Total interest from all sources2011-12-31$1,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$122,849
Participant contributions at end of year2011-12-31$74,098
Participant contributions at beginning of year2011-12-31$10,133
Participant contributions at end of year2011-12-31$6,619
Participant contributions at beginning of year2011-12-31$4,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$100
Other income not declared elsewhere2011-12-31$5,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-390,878
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,351,290
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,742,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$17,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,270,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,726,871
Interest on participant loans2011-12-31$1,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$28,439
Employer contributions (assets) at end of year2011-12-31$2,360
Employer contributions (assets) at beginning of year2011-12-31$1,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$507,473
Contract administrator fees2011-12-31$5,368
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,618
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DEVRIES CPAS OF ARIZONA, P.C.
Accountancy firm EIN2011-12-31860695888
2010 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$303,108
Total of all expenses incurred2010-12-31$225,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$195,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$135,492
Value of total assets at end of year2010-12-31$1,742,168
Value of total assets at beginning of year2010-12-31$1,664,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,384
Total interest from all sources2010-12-31$665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$105,056
Participant contributions at end of year2010-12-31$10,133
Participant contributions at beginning of year2010-12-31$9,581
Participant contributions at end of year2010-12-31$4,008
Participant contributions at beginning of year2010-12-31$3,598
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$726
Other income not declared elsewhere2010-12-31$246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$77,617
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,742,168
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,664,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,726,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,650,291
Interest on participant loans2010-12-31$665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$166,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,710
Employer contributions (assets) at end of year2010-12-31$1,156
Employer contributions (assets) at beginning of year2010-12-31$1,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$195,107
Contract administrator fees2010-12-31$30,384
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DEVRIES CPAS OF ARIZONA
Accountancy firm EIN2010-12-31860695888
2009 : HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN

2022: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HANDMAKER JEWISH SERVICES FOR THE AGING 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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