401k Plan data: JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN plan

JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN 401k Plan overview

Plan Name	JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN
Plan identification number	002

JEWISH VOCATIONAL SERVICES TRANSITIONAL 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).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(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 VOCATIONAL AND CAREER COUNSELING SERVICES has sponsored the creation of one or more 401k plans.

Company Name: JEWISH VOCATIONAL AND CAREER COUNSELING SERVICES

Employer identification number (EIN): 942213100

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KATHRYN BEELEY 2024-10-15
002 2022-01-01 KATHRYN BEELEY 2023-08-17
002 2021-01-01 KATHRYN BEELEY 2022-09-13
002 2020-01-01 KATHRYN BEELEY 2021-10-06
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JAMES AUSTIN 2015-10-13
002 2013-01-01 JAMES AUSTIN 2014-10-13
002 2012-01-01 ABBY SNAY 2013-10-02
002 2011-01-01 ABBY SNAY 2012-10-11
002 2010-01-01 ABBY SNAY 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KATHRYN BEELEY	2024-10-15
002	2022-01-01	KATHRYN BEELEY	2023-08-17
002	2021-01-01	KATHRYN BEELEY	2022-09-13
002	2020-01-01	KATHRYN BEELEY	2021-10-06
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JAMES AUSTIN	2015-10-13
002	2013-01-01	JAMES AUSTIN	2014-10-13
002	2012-01-01	ABBY SNAY	2013-10-02
002	2011-01-01	ABBY SNAY	2012-10-11
002	2010-01-01	ABBY SNAY	2011-10-12

Financial Data on JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN

Measure	Date	Value
2025 : JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-02	489954
Net assets as of the end of the plan year	2025-10-02	2795037
Total assets as of the beginning of the plan year	2025-10-02	2961477
Value of plan covered by a fidelity bond	2025-10-02	500000
Participant contributions to plan in this plan year	2025-10-02	34899
Other income to plan in this plan year	2025-10-02	256350
Plan net income in this plan year	2025-10-02	-166440
Net assets as of the end of the plan year	2025-10-02	2795037
Net assets as of the beginning of the plan year	2025-10-02	2961477
Employer contributions to plan in this plan year	2025-10-02	32265
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-02	16190
2024 : JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-15	14314
Net assets as of the end of the plan year	2024-10-15	2961477
Total assets as of the beginning of the plan year	2024-10-15	2555550
Value of plan covered by a fidelity bond	2024-10-15	500000
Participant contributions to plan in this plan year	2024-10-15	58030
Other income to plan in this plan year	2024-10-15	329795
Plan net income in this plan year	2024-10-15	405927
Net assets as of the end of the plan year	2024-10-15	2961477
Net assets as of the beginning of the plan year	2024-10-15	2555550
Employer contributions to plan in this plan year	2024-10-15	32416
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	14314
2022 : JEWISH VOCATIONAL SERVICES TRANSITIONAL 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-13	14377
Net assets as of the end of the plan year	2022-09-13	2873458
Total assets as of the beginning of the plan year	2022-09-13	2601494
Value of plan covered by a fidelity bond	2022-09-13	500000
Participant contributions to plan in this plan year	2022-09-13	41530
Other income to plan in this plan year	2022-09-13	211190
Plan net income in this plan year	2022-09-13	271964
Net assets as of the end of the plan year	2022-09-13	2873458
Net assets as of the beginning of the plan year	2022-09-13	2601494
Employer contributions to plan in this plan year	2022-09-13	33621
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-13	14377

Potentially related plans

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Company Name:	JEWISH VOCATIONAL AND CAREER COUNSELING SERVICES
Employer identification number (EIN):	942213100
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services