401k Plan data: JEWISH COMMUNITY FEDERATION 403(B) PLAN plan

JEWISH COMMUNITY FEDERATION 403(B) PLAN 401k Plan overview

Plan Name	JEWISH COMMUNITY FEDERATION 403(B) PLAN
Plan identification number	002

JEWISH COMMUNITY FEDERATION 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

JEWISH COMMUNITY FEDERATION has sponsored the creation of one or more 401k plans.

Company Name: JEWISH COMMUNITY FEDERATION

Employer identification number (EIN): 941156533

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH COMMUNITY FEDERATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 HOLDEN LEE 2020-10-13
002 2018-01-01 HOLDEN LEE 2019-10-10
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 HOLDEN LEE HOLDEN LEE 2015-10-15
002 2013-01-01 HOLDEN LEE HOLDEN LEE 2014-10-08
002 2012-01-01 HOLDEN LEE HOLDEN LEE 2013-10-15
002 2011-01-01 MARK KOENIG MARK KOENIG 2012-10-11
002 2010-01-01 MARK KOENIG MARK KOENIG 2011-10-17
002 2009-01-01 STEVE LEIBMAN STEVE LEIBMAN 2010-11-22
002 2009-01-01 STEVE LEIBMAN STEVE LEIBMAN 2010-10-14
002 2009-01-01 STEVE LEIBMAN STEVE LEIBMAN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	HOLDEN LEE	2020-10-13
002	2018-01-01	HOLDEN LEE	2019-10-10
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	HOLDEN LEE		HOLDEN LEE	2015-10-15
002	2013-01-01	HOLDEN LEE		HOLDEN LEE	2014-10-08
002	2012-01-01	HOLDEN LEE		HOLDEN LEE	2013-10-15
002	2011-01-01	MARK KOENIG		MARK KOENIG	2012-10-11
002	2010-01-01	MARK KOENIG		MARK KOENIG	2011-10-17
002	2009-01-01	STEVE LEIBMAN		STEVE LEIBMAN	2010-11-22
002	2009-01-01	STEVE LEIBMAN		STEVE LEIBMAN	2010-10-14
002	2009-01-01	STEVE LEIBMAN		STEVE LEIBMAN	2010-10-13

Plan Statistics for JEWISH COMMUNITY FEDERATION 403(B) PLAN

401k plan membership statisitcs for JEWISH COMMUNITY FEDERATION 403(B) PLAN

Measure Date Value
2022: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
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 74
Total of all active and inactive participants 2022-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 165
Number of participants with account balances 2022-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
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 76
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 177
Number of participants with account balances 2021-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 90
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 84
Total of all active and inactive participants 2020-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 175
Number of participants with account balances 2020-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
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 2019-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 168
Number of participants with account balances 2019-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 91
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 66
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 158
Number of participants with account balances 2018-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 92
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 60
Total of all active and inactive participants 2017-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 153
Number of participants with account balances 2017-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 86
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 82
Total of all active and inactive participants 2016-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 169
Number of participants with account balances 2016-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 96
Number of other retired or separated participants entitled to future benefits 2015-01-01 55
Total of all active and inactive participants 2015-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 152
Number of participants with account balances 2015-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 238
Number of other retired or separated participants entitled to future benefits 2014-01-01 230
Total of all active and inactive participants 2014-01-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 469
Number of participants with account balances 2014-01-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21
2013: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 272
Number of other retired or separated participants entitled to future benefits 2013-01-01 114
Total of all active and inactive participants 2013-01-01 386
Total participants 2013-01-01 386
Number of participants with account balances 2013-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 32
2012: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 211
Number of retired or separated participants receiving benefits 2012-01-01 126
Total of all active and inactive participants 2012-01-01 337
Total participants 2012-01-01 337
Number of participants with account balances 2012-01-01 317
2011: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 232
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 48
Total of all active and inactive participants 2011-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 284
Number of participants with account balances 2011-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 197
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 55
Total of all active and inactive participants 2010-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 252
Number of participants with account balances 2010-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 15
2009: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 199
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 234
Number of participants with account balances 2009-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2022: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
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	74
Total of all active and inactive participants	2022-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	165
Number of participants with account balances	2022-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
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	76
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	177
Number of participants with account balances	2021-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	90
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	84
Total of all active and inactive participants	2020-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	175
Number of participants with account balances	2020-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
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	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	168
Number of participants with account balances	2019-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	91
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	66
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	158
Number of participants with account balances	2018-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	92
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	60
Total of all active and inactive participants	2017-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	153
Number of participants with account balances	2017-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	86
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	82
Total of all active and inactive participants	2016-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	169
Number of participants with account balances	2016-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	96
Number of other retired or separated participants entitled to future benefits	2015-01-01	55
Total of all active and inactive participants	2015-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	152
Number of participants with account balances	2015-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	238
Number of other retired or separated participants entitled to future benefits	2014-01-01	230
Total of all active and inactive participants	2014-01-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	469
Number of participants with account balances	2014-01-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21
2013: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	272
Number of other retired or separated participants entitled to future benefits	2013-01-01	114
Total of all active and inactive participants	2013-01-01	386
Total participants	2013-01-01	386
Number of participants with account balances	2013-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	32
2012: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	211
Number of retired or separated participants receiving benefits	2012-01-01	126
Total of all active and inactive participants	2012-01-01	337
Total participants	2012-01-01	337
Number of participants with account balances	2012-01-01	317
2011: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	232
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	48
Total of all active and inactive participants	2011-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	284
Number of participants with account balances	2011-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	197
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	55
Total of all active and inactive participants	2010-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	252
Number of participants with account balances	2010-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	15
2009: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	199
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	234
Number of participants with account balances	2009-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on JEWISH COMMUNITY FEDERATION 403(B) PLAN

Measure	Date	Value
2022 : JEWISH COMMUNITY FEDERATION 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	$-979,252
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,953,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,888,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,239,484
Value of total assets at end of year	2022-12-31	$11,163,565
Value of total assets at beginning of year	2022-12-31	$14,096,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$65,200
Total interest from all sources	2022-12-31	$317,440
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$823,197
Participant contributions at end of year	2022-12-31	$34,774
Participant contributions at beginning of year	2022-12-31	$50,352
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$124,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$106,856
Total non interest bearing cash at beginning of year	2022-12-31	$60
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	$-2,932,681
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,163,565
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,096,246
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
Investment advisory and management fees	2022-12-31	$12,091
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,872,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,870,718
Interest on participant loans	2022-12-31	$2,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$149,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$175,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$175,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$315,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,536,176
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	$291,529
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	$1,888,229
Contract administrator fees	2022-12-31	$53,109
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	ARMANINO LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : JEWISH COMMUNITY FEDERATION 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	$3,298,509
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,263,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,197,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,528,780
Value of total assets at end of year	2021-12-31	$14,096,246
Value of total assets at beginning of year	2021-12-31	$12,061,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$65,707
Total interest from all sources	2021-12-31	$1,422,953
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$803,801
Participant contributions at end of year	2021-12-31	$50,352
Participant contributions at beginning of year	2021-12-31	$58,124
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	$407,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$56
Total non interest bearing cash at end of year	2021-12-31	$60
Total non interest bearing cash at beginning of year	2021-12-31	$106,935
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	$2,034,814
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,096,246
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,061,432
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
Investment advisory and management fees	2021-12-31	$12,581
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,870,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,649,909
Interest on participant loans	2021-12-31	$3,804
Interest earned on other investments	2021-12-31	$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$175,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$246,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$246,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,419,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$346,776
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	$317,153
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	$1,197,988
Contract administrator fees	2021-12-31	$53,070
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : JEWISH COMMUNITY FEDERATION 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	$2,658,805
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$647,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$599,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,072,088
Value of total assets at end of year	2020-12-31	$12,061,432
Value of total assets at beginning of year	2020-12-31	$10,050,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,815
Total interest from all sources	2020-12-31	$4,918
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$313,531
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	$313,531
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	$743,108
Participant contributions at end of year	2020-12-31	$58,124
Participant contributions at beginning of year	2020-12-31	$86,030
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	$50,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$106,935
Total non interest bearing cash at beginning of year	2020-12-31	$55
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	$2,011,292
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,061,432
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,050,140
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	$7,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,649,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,702,237
Interest on participant loans	2020-12-31	$4,888
Interest earned on other investments	2020-12-31	$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$246,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$189,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$189,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,268,268
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	$278,383
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$72,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$599,698
Contract administrator fees	2020-12-31	$40,448
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARMANINO LLP
Accountancy firm EIN	2020-12-31	946214841
2019 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,125
Total income from all sources (including contributions)	2019-12-31	$3,165,771
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,483,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,419,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,088,344
Value of total assets at end of year	2019-12-31	$10,050,140
Value of total assets at beginning of year	2019-12-31	$9,376,807
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,074
Total interest from all sources	2019-12-31	$5,858
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$257,294
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	$257,294
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$738,700
Participant contributions at end of year	2019-12-31	$86,030
Participant contributions at beginning of year	2019-12-31	$122,233
Participant contributions at end 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	$31,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$9,125
Total non interest bearing cash at end of year	2019-12-31	$55
Total non interest bearing cash at beginning of year	2019-12-31	$9,205
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	$682,458
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,050,140
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,367,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$15,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,702,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,093,196
Interest on participant loans	2019-12-31	$5,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$189,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$152,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$152,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,814,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$318,356
Employer contributions (assets) at end of year	2019-12-31	$72,054
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	$2,419,239
Contract administrator fees	2019-12-31	$48,900
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ARMANINO LLP
Accountancy firm EIN	2019-12-31	946214841
2018 : JEWISH COMMUNITY FEDERATION 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	$9,125
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	$403,210
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$609,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$539,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$988,631
Value of total assets at end of year	2018-12-31	$9,376,807
Value of total assets at beginning of year	2018-12-31	$9,574,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$70,519
Total interest from all sources	2018-12-31	$5,743
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$311,370
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	$311,370
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	$726,199
Participant contributions at end of year	2018-12-31	$122,233
Participant contributions at beginning of year	2018-12-31	$97,736
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$13,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$9,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$11
Total non interest bearing cash at end of year	2018-12-31	$9,205
Total non interest bearing cash at beginning of year	2018-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-206,382
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,367,682
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,574,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,093,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,361,290
Interest on participant loans	2018-12-31	$5,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$152,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$114,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$114,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-902,545
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	$249,312
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$539,073
Contract administrator fees	2018-12-31	$70,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ARMANINO LLP
Accountancy firm EIN	2018-12-31	946214841
2017 : JEWISH COMMUNITY FEDERATION 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	$8,366
Total income from all sources (including contributions)	2017-12-31	$2,365,624
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$899,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$855,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$962,709
Value of total assets at end of year	2017-12-31	$9,574,064
Value of total assets at beginning of year	2017-12-31	$8,116,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$43,901
Total interest from all sources	2017-12-31	$5,985
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$233,049
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	$233,049
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	$682,818
Participant contributions at end of year	2017-12-31	$97,736
Participant contributions at beginning of year	2017-12-31	$129,129
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$8,366
Total non interest bearing cash at end of year	2017-12-31	$50
Total non interest bearing cash at beginning of year	2017-12-31	$8,366
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	$1,465,903
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,574,064
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,108,161
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,361,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,913,187
Interest on participant loans	2017-12-31	$5,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$114,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$8,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$8,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,163,881
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	$269,408
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$57,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$855,820
Contract administrator fees	2017-12-31	$43,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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
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	ARMANINO LLP
Accountancy firm EIN	2017-12-31	946214841
2016 : JEWISH COMMUNITY FEDERATION 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	$8,366
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	$1,639,752
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$553,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$508,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,003,490
Value of total assets at end of year	2016-12-31	$8,116,527
Value of total assets at beginning of year	2016-12-31	$7,022,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$45,548
Total interest from all sources	2016-12-31	$6,841
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$191,995
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	$191,995
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	$661,454
Participant contributions at end of year	2016-12-31	$129,129
Participant contributions at beginning of year	2016-12-31	$127,723
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$176
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$74,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$8,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$8,366
Total non interest bearing cash at beginning of year	2016-12-31	$140
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	$1,086,150
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,108,161
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,022,011
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	$7,913,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,804,642
Interest on participant loans	2016-12-31	$6,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$8,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$15,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$15,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$437,426
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	Yes
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	$267,225
Employer contributions (assets) at end of year	2016-12-31	$57,327
Employer contributions (assets) at beginning of year	2016-12-31	$73,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$508,054
Contract administrator fees	2016-12-31	$45,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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
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	ARMANINO LLP
Accountancy firm EIN	2016-12-31	946214841
2015 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$3,385,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,182,485
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$919,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$869,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,248,338
Value of total assets at end of year	2015-12-31	$7,022,011
Value of total assets at beginning of year	2015-12-31	$10,144,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$49,948
Total interest from all sources	2015-12-31	$5,052
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$243,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$243,037
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$792,651
Participant contributions at end of year	2015-12-31	$127,723
Participant contributions at beginning of year	2015-12-31	$147,125
Participant contributions at end of year	2015-12-31	$176
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$170,101
Total non interest bearing cash at end of year	2015-12-31	$140
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$262,703
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,022,011
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,144,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,804,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,854,882
Interest on participant loans	2015-12-31	$5,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$15,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-313,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$285,586
Employer contributions (assets) at end of year	2015-12-31	$73,645
Employer contributions (assets) at beginning of year	2015-12-31	$142,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$869,834
Contract administrator fees	2015-12-31	$49,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ARMANINO LLP
Accountancy firm EIN	2015-12-31	946214841
2014 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,239
Total income from all sources (including contributions)	2014-12-31	$2,251,668
Total of all expenses incurred	2014-12-31	$1,123,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,066,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,616,351
Value of total assets at end of year	2014-12-31	$10,144,754
Value of total assets at beginning of year	2014-12-31	$9,017,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$56,364
Total interest from all sources	2014-12-31	$3,798
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$191,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$191,914
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,085,827
Participant contributions at end of year	2014-12-31	$147,125
Participant contributions at beginning of year	2014-12-31	$77,724
Participant contributions at beginning of year	2014-12-31	$80
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,024
Liabilities. Value of operating payables at beginning of year	2014-12-31	$1,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,128,329
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,144,754
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,016,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,854,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,661,299
Interest on participant loans	2014-12-31	$3,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$439,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$520,500
Employer contributions (assets) at end of year	2014-12-31	$142,747
Employer contributions (assets) at beginning of year	2014-12-31	$278,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,066,975
Contract administrator fees	2014-12-31	$56,364
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ARMANINO LLP
Accountancy firm EIN	2014-12-31	946214841
2013 : JEWISH COMMUNITY FEDERATION 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	$1,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,575
Total income from all sources (including contributions)	2013-12-31	$2,902,711
Total of all expenses incurred	2013-12-31	$650,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$619,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,546,567
Value of total assets at end of year	2013-12-31	$9,017,664
Value of total assets at beginning of year	2013-12-31	$6,781,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,320
Total interest from all sources	2013-12-31	$4,655
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$146,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$146,925
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$897,050
Participant contributions at end of year	2013-12-31	$77,724
Participant contributions at beginning of year	2013-12-31	$104,188
Participant contributions at end of year	2013-12-31	$80
Participant contributions at beginning of year	2013-12-31	$59,476
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$152,821
Administrative expenses (other) incurred	2013-12-31	$331
Liabilities. Value of operating payables at end of year	2013-12-31	$1,239
Liabilities. Value of operating payables at beginning of year	2013-12-31	$5,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,251,992
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,016,425
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,764,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,661,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,343,049
Interest on participant loans	2013-12-31	$4,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,204,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$496,696
Employer contributions (assets) at end of year	2013-12-31	$278,561
Employer contributions (assets) at beginning of year	2013-12-31	$274,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$619,399
Contract administrator fees	2013-12-31	$30,989
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$10,890
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ARMANINO LLP
Accountancy firm EIN	2013-12-31	946214841
2012 : JEWISH COMMUNITY FEDERATION 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	$16,575
Total income from all sources (including contributions)	2012-12-31	$2,059,531
Total of all expenses incurred	2012-12-31	$550,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$526,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,330,979
Value of total assets at end of year	2012-12-31	$6,781,008
Value of total assets at beginning of year	2012-12-31	$5,255,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$24,527
Total interest from all sources	2012-12-31	$3,274
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$130,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$130,167
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$823,507
Participant contributions at end of year	2012-12-31	$104,188
Participant contributions at beginning of year	2012-12-31	$58,655
Participant contributions at end of year	2012-12-31	$59,476
Participant contributions at beginning of year	2012-12-31	$25,167
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$48,695
Administrative expenses (other) incurred	2012-12-31	$8,923
Liabilities. Value of operating payables at end of year	2012-12-31	$5,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,508,574
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,764,433
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,255,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,343,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,913,056
Interest on participant loans	2012-12-31	$3,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$595,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$458,777
Employer contributions (assets) at end of year	2012-12-31	$274,295
Employer contributions (assets) at beginning of year	2012-12-31	$258,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$526,430
Contract administrator fees	2012-12-31	$15,604
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$10,890
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ARMANINO LLP
Accountancy firm EIN	2012-12-31	646214841
2011 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,051,283
Total of all expenses incurred	2011-12-31	$417,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$393,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,185,795
Value of total assets at end of year	2011-12-31	$5,255,859
Value of total assets at beginning of year	2011-12-31	$4,622,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,268
Total interest from all sources	2011-12-31	$2,652
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$105,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$105,393
Administrative expenses professional fees incurred	2011-12-31	$8,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$715,141
Participant contributions at end of year	2011-12-31	$58,655
Participant contributions at beginning of year	2011-12-31	$45,833
Participant contributions at end of year	2011-12-31	$25,167
Participant contributions at beginning of year	2011-12-31	$24,584
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$67,358
Other income not declared elsewhere	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$633,343
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,255,859
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,622,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,913,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,466,932
Interest on participant loans	2011-12-31	$2,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-242,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$403,296
Employer contributions (assets) at end of year	2011-12-31	$258,981
Employer contributions (assets) at beginning of year	2011-12-31	$85,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$393,672
Contract administrator fees	2011-12-31	$16,268
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAH & ASSOCIATES, LLP
Accountancy firm EIN	2011-12-31	943342694
2010 : JEWISH COMMUNITY FEDERATION 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,485,584
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$750,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$714,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$947,864
Value of total assets at end of year	2010-12-31	$4,622,516
Value of total assets at beginning of year	2010-12-31	$3,887,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$36,212
Total interest from all sources	2010-12-31	$1,850
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$89,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$89,689
Administrative expenses professional fees incurred	2010-12-31	$12,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$759,090
Participant contributions at end of year	2010-12-31	$45,833
Participant contributions at beginning of year	2010-12-31	$64,949
Participant contributions at end of year	2010-12-31	$24,584
Participant contributions at beginning of year	2010-12-31	$28,829
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$104,119
Administrative expenses (other) incurred	2010-12-31	$359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$735,014
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,622,516
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,887,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,466,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,751,893
Interest on participant loans	2010-12-31	$1,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$446,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$84,655
Employer contributions (assets) at end of year	2010-12-31	$85,167
Employer contributions (assets) at beginning of year	2010-12-31	$41,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$714,358
Contract administrator fees	2010-12-31	$23,853
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAH & ASSOCIATES, LLP
Accountancy firm EIN	2010-12-31	943342694

Form 5500 Responses for JEWISH COMMUNITY FEDERATION 403(B) PLAN

2022: JEWISH COMMUNITY FEDERATION 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: JEWISH COMMUNITY FEDERATION 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: JEWISH COMMUNITY FEDERATION 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: JEWISH COMMUNITY FEDERATION 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: JEWISH COMMUNITY FEDERATION 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: JEWISH COMMUNITY FEDERATION 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: JEWISH COMMUNITY FEDERATION 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
2015: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEWISH COMMUNITY FEDERATION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEWISH COMMUNITY FEDERATION
Employer identification number (EIN):	941156533
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations