Civic Intelligence
Filing

Jewish Family Service - Thrift Plan

SAME • EIN 74-1152607 • Houston, TX • Plan year 2013

Company ProfileSource Archive

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4131 S. BraeswoodHouston, TX 77025-3306
Filing Insights

Participants

Up

47 → 54

7 • 14.89%

Assets

Up

$981,802 → $1,153,726

$171,924 • 17.51%

Investment Management Fee

0.12%

$1,293

Admin expenses $1,293 • Total expenses $117,793

Filing Details

Context
Net investment result
$171,924
Pension payor EIN
74-1625348

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

No

Plan blackout period

No

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024194$3,675,103$293,162$3,119iApproximate average salary by contribution assumption: employee only about $77,969 at 4% or $51,979 at 6%; with 50% employer match about $51,979 at 4% or $34,653 at 6%; with 100% employer match about $38,984 at 4% or $25,990 at 6%.
Jewish Family Service - Thrift Plan-94$3,675,103$293,162$3,119iApproximate average salary by contribution assumption: employee only about $77,969 at 4% or $51,979 at 6%; with 50% employer match about $51,979 at 4% or $34,653 at 6%; with 100% employer match about $38,984 at 4% or $25,990 at 6%.
2023188$3,448,153$285,884$3,249iApproximate average salary by contribution assumption: employee only about $81,217 at 4% or $54,145 at 6%; with 50% employer match about $54,145 at 4% or $36,096 at 6%; with 100% employer match about $40,609 at 4% or $27,072 at 6%.
Jewish Family Service - Thrift Plan-88$3,448,153$285,884$3,249iApproximate average salary by contribution assumption: employee only about $81,217 at 4% or $54,145 at 6%; with 50% employer match about $54,145 at 4% or $36,096 at 6%; with 100% employer match about $40,609 at 4% or $27,072 at 6%.
2022179$3,134,413$286,361$3,625iApproximate average salary by contribution assumption: employee only about $90,621 at 4% or $60,414 at 6%; with 50% employer match about $60,414 at 4% or $40,276 at 6%; with 100% employer match about $45,310 at 4% or $30,207 at 6%.
Jewish Family Service - Thrift Plan-79$3,134,413$286,361$3,625iApproximate average salary by contribution assumption: employee only about $90,621 at 4% or $60,414 at 6%; with 50% employer match about $60,414 at 4% or $40,276 at 6%; with 100% employer match about $45,310 at 4% or $30,207 at 6%.
2021175$3,250,148$285,277$3,804iApproximate average salary by contribution assumption: employee only about $95,092 at 4% or $63,395 at 6%; with 50% employer match about $63,395 at 4% or $42,263 at 6%; with 100% employer match about $47,546 at 4% or $31,697 at 6%.
Jewish Family Service - Thrift Plan-75$3,250,148$285,277$3,804iApproximate average salary by contribution assumption: employee only about $95,092 at 4% or $63,395 at 6%; with 50% employer match about $63,395 at 4% or $42,263 at 6%; with 100% employer match about $47,546 at 4% or $31,697 at 6%.
2020169$2,692,953$288,334$4,179iApproximate average salary by contribution assumption: employee only about $104,469 at 4% or $69,646 at 6%; with 50% employer match about $69,646 at 4% or $46,431 at 6%; with 100% employer match about $52,234 at 4% or $34,823 at 6%.
Jewish Family Service - Thrift Plan-69$2,692,953$288,334$4,179iApproximate average salary by contribution assumption: employee only about $104,469 at 4% or $69,646 at 6%; with 50% employer match about $69,646 at 4% or $46,431 at 6%; with 100% employer match about $52,234 at 4% or $34,823 at 6%.
2019161$2,548,185$256,432$4,204iApproximate average salary by contribution assumption: employee only about $105,095 at 4% or $70,063 at 6%; with 50% employer match about $70,063 at 4% or $46,709 at 6%; with 100% employer match about $52,548 at 4% or $35,032 at 6%.
Jewish Family Service - Thrift Plan-61$2,548,185$256,432$4,204iApproximate average salary by contribution assumption: employee only about $105,095 at 4% or $70,063 at 6%; with 50% employer match about $70,063 at 4% or $46,709 at 6%; with 100% employer match about $52,548 at 4% or $35,032 at 6%.
2018167$2,014,059$209,033$3,120iApproximate average salary by contribution assumption: employee only about $77,997 at 4% or $51,998 at 6%; with 50% employer match about $51,998 at 4% or $34,666 at 6%; with 100% employer match about $38,999 at 4% or $25,999 at 6%.
Jewish Family Service - Thrift Plan-67$2,014,059$209,033$3,120iApproximate average salary by contribution assumption: employee only about $77,997 at 4% or $51,998 at 6%; with 50% employer match about $51,998 at 4% or $34,666 at 6%; with 100% employer match about $38,999 at 4% or $25,999 at 6%.
2017165$1,956,309$190,366$2,929iApproximate average salary by contribution assumption: employee only about $73,218 at 4% or $48,812 at 6%; with 50% employer match about $48,812 at 4% or $32,541 at 6%; with 100% employer match about $36,609 at 4% or $24,406 at 6%.
Jewish Family Service - Thrift Plan-65$1,956,309$190,366$2,929iApproximate average salary by contribution assumption: employee only about $73,218 at 4% or $48,812 at 6%; with 50% employer match about $48,812 at 4% or $32,541 at 6%; with 100% employer match about $36,609 at 4% or $24,406 at 6%.
2016157$1,601,155$175,282$3,075iApproximate average salary by contribution assumption: employee only about $76,878 at 4% or $51,252 at 6%; with 50% employer match about $51,252 at 4% or $34,168 at 6%; with 100% employer match about $38,439 at 4% or $25,626 at 6%.
Jewish Family Service - Thrift Plan-57$1,601,155$175,282$3,075iApproximate average salary by contribution assumption: employee only about $76,878 at 4% or $51,252 at 6%; with 50% employer match about $51,252 at 4% or $34,168 at 6%; with 100% employer match about $38,439 at 4% or $25,626 at 6%.
2015163$1,463,230$160,731$2,551iApproximate average salary by contribution assumption: employee only about $63,782 at 4% or $42,521 at 6%; with 50% employer match about $42,521 at 4% or $28,348 at 6%; with 100% employer match about $31,891 at 4% or $21,261 at 6%.
Jewish Family Service - Thrift Plan-63$1,463,230$160,731$2,551iApproximate average salary by contribution assumption: employee only about $63,782 at 4% or $42,521 at 6%; with 50% employer match about $42,521 at 4% or $28,348 at 6%; with 100% employer match about $31,891 at 4% or $21,261 at 6%.
2014151$1,348,764$148,452$2,911iApproximate average salary by contribution assumption: employee only about $72,771 at 4% or $48,514 at 6%; with 50% employer match about $48,514 at 4% or $32,342 at 6%; with 100% employer match about $36,385 at 4% or $24,257 at 6%.
Jewish Family Service - Thrift Plan-51$1,348,764$148,452$2,911iApproximate average salary by contribution assumption: employee only about $72,771 at 4% or $48,514 at 6%; with 50% employer match about $48,514 at 4% or $32,342 at 6%; with 100% employer match about $36,385 at 4% or $24,257 at 6%.
2013154$1,153,726$162,927$3,017iApproximate average salary by contribution assumption: employee only about $75,429 at 4% or $50,286 at 6%; with 50% employer match about $50,286 at 4% or $33,524 at 6%; with 100% employer match about $37,715 at 4% or $25,143 at 6%.
Jewish Family Service - Thrift PlanCurrent54$1,153,726$162,927$3,017iApproximate average salary by contribution assumption: employee only about $75,429 at 4% or $50,286 at 6%; with 50% employer match about $50,286 at 4% or $33,524 at 6%; with 100% employer match about $37,715 at 4% or $25,143 at 6%.
2012147$981,802$121,183$2,578iApproximate average salary by contribution assumption: employee only about $64,459 at 4% or $42,973 at 6%; with 50% employer match about $42,973 at 4% or $28,648 at 6%; with 100% employer match about $32,230 at 4% or $21,486 at 6%.
Jewish Family Service - Thrift Plan-47$981,802$121,183$2,578iApproximate average salary by contribution assumption: employee only about $64,459 at 4% or $42,973 at 6%; with 50% employer match about $42,973 at 4% or $28,648 at 6%; with 100% employer match about $32,230 at 4% or $21,486 at 6%.
2011133$832,622$107,762$3,266iApproximate average salary by contribution assumption: employee only about $81,638 at 4% or $54,425 at 6%; with 50% employer match about $54,425 at 4% or $36,284 at 6%; with 100% employer match about $40,819 at 4% or $27,213 at 6%.
Jewish Family Service - Thrift Plan-33$832,622$107,762$3,266iApproximate average salary by contribution assumption: employee only about $81,638 at 4% or $54,425 at 6%; with 50% employer match about $54,425 at 4% or $36,284 at 6%; with 100% employer match about $40,819 at 4% or $27,213 at 6%.
2010132$788,219$96,874$3,027iApproximate average salary by contribution assumption: employee only about $75,683 at 4% or $50,455 at 6%; with 50% employer match about $50,455 at 4% or $33,637 at 6%; with 100% employer match about $37,841 at 4% or $25,228 at 6%.
Jewish Family Service - Thrift Plan-32$788,219$96,874$3,027iApproximate average salary by contribution assumption: employee only about $75,683 at 4% or $50,455 at 6%; with 50% employer match about $50,455 at 4% or $33,637 at 6%; with 100% employer match about $37,841 at 4% or $25,228 at 6%.
200910$0$0-
Jewish Family Service - Thrift Plan-----
200810$0$0-
Jewish Family Service - Thrift Plan-0---
200710$0$0-
Jewish Family Service - Thrift Plan-0---
2006216$0$0-
Jewish Family Service - Thrift Plan-0---
Jewish Family Service - Thrift Plan-16---
2005216$0$0-
Jewish Family Service - Thrift Plan-0---
Jewish Family Service - Thrift Plan-16---
2004118$0$0-
Jewish Family Service - Thrift Plan-18---
2003121$0$0-
Jewish Family Service - Thrift Plan-21---
200210$0$0-
Jewish Family Service - Thrift Plan-0---
200110$0$0-
Jewish Family Service - Thrift Plan-0---
200010$0$0-
Jewish Family Service - Thrift Plan-0---
199910$0$0-
Jewish Family Service - Thrift Plan-0---
Schedule Details

Schedule A

Row 1
Form Id
1
Ins Broker Name
JC ISNARD
Ins Broker US Address1
2929 ALLEN PARKWAY
Ins Broker US City
HOUSTON
Ins Broker US State
TX
Ins Broker US ZIP
77019
Ins Broker Comm Pd Amount
$1,886
Ins Broker Fees Pd Amount
$0
Ins Broker Fees Pd Text
COMPENSATION
Ins Broker Code
3
Row 2
Form Id
1
Ins Broker Name
MD GILBRIDE
Ins Broker US Address1
2929 ALLEN PARKWAY
Ins Broker US City
HOUSTON
Ins Broker US State
TX
Ins Broker US ZIP
77019
Ins Broker Comm Pd Amount
$139
Ins Broker Fees Pd Amount
$0
Ins Broker Fees Pd Text
COMPENSATION
Ins Broker Code
3
Row 3
Form Id
1
Ins Broker Name
B SHAUGHNESY
Ins Broker US Address1
2929 ALLEN PARKWAY
Ins Broker US City
HOUSTON
Ins Broker US State
TX
Ins Broker US ZIP
77019
Ins Broker Comm Pd Amount
$46
Ins Broker Fees Pd Amount
$0
Ins Broker Fees Pd Text
COMPENSATION
Ins Broker Code
3
Row 4
Ins Carrier Name: VARIABLE ANNUITY LIFE INSURANCE COMPANY
Form Id
1
Schedule A Plan Year Begin Date
2013-01-01
Schedule A Plan Year End Date
2013-12-31
Schedule A Plan Num
001
Schedule A EIN
74-1152607
Ins Carrier Name
VARIABLE ANNUITY LIFE INSURANCE COMPANY
Ins Carrier EIN
74-1625348
Ins Carrier Naic Code
70238
Ins Contract Num
40865
Ins Prsn Covered End of year Count
34
Ins Policy From Date
2013-01-01
Ins Policy To Date
2013-12-31
Ins Broker Comm Total Amount
$2,071
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$558,263
Alloc Contracts Indiv Indicator
No
Alloc Contracts Group Indicator
No
Alloc Contracts Other Indicator
No
Pens Distr Bnft Terminate Pln Indicator
No
Unalloc Contracts Dep Adm Indicator
Yes
Unal Contrac Imm Part Guar Indicator
No
Unal Contracts Guar Invest Indicator
No
Unalloc Contracts Other Indicator
No
Pension End Prev Bal Amount
$459,010
Pension Contribution Dep Amount
$87,258
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$13,891
Pension Transfer From Amount
$28,599
Pension Total Additions Amount
$129,748
Pension Total Bal Addn Amount
$588,758
Pension Bnfts Dsbrsd Amount
$30,431
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$64
Pension Oth Ded Text
CONTRACT SURRENDER CHARGES
Pension Total Ded Amount
$30,495
Pension End of year Bal Amount
$558,263
Wlfr Bnft Health Indicator
No
Wlfr Bnft Dental Indicator
No
Wlfr Bnft Vision Indicator
No
Wlfr Bnft Life Insur Indicator
No
Wlfr Bnft Temp Disab Indicator
No
Wlfr Bnft Long Terminate Disab Indicator
No
Wlfr Bnft Unemp Indicator
No
Wlfr Bnft Drug Indicator
No
Wlfr Bnft Stop Loss Indicator
No
Wlfr Bnft Hmo Indicator
No
Wlfr Bnft Ppo Indicator
No
Wlfr Bnft Indemnity Indicator
No
Wlfr Bnft Other Indicator
No
Wlfr Total Earned Prem Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Cash Indicator
No
Wlfr Refund Credit Indicator
No
Ins Fail Provide Info Indicator
No

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,153,726$171,924 change

Balance Sheet

Beginning and end of plan year.

Total assets$981,802$1,153,726Increase +$171,924 (17.51%)
Net assets$981,802$1,153,726Increase +$171,924 (17.51%)

Contributions

Employer contributions$67,050
Participant contributions$65,656
Other contributions$30,221

Income & Expenses

Total income$289,717
Total expenses$117,793
Net income$171,924
Source fields
Schedule I source fields
Schedule I Plan Year Begin Date
2013-01-01
Schedule I Tax Period
2013-12-31
Schedule I Plan Num
001
Schedule I EIN
74-1152607
Small plan total assets at beginning of year
$981,802
Small plan net assets at beginning of year
$981,802
Small plan total assets at end of year
$1,153,726
Small plan net assets at end of year
$1,153,726
Small plan employer contributions
$67,050
Small plan participant contributions
$65,656
Small Oth Contribution Rcvd Amount
$30,221
Small Other Income Amount
$126,790
Small plan total income
$289,717
Small plan total benefit distributions
$116,500
Small Admin Srvc Providers Amount
$1,293
Small plan total expenses
$117,793
Small plan net income or loss
$171,924
Small Joint Venture End of year Indicator
No
Small Employer Prop End of year Indicator
No
Small Inv Real Estate End of year Indicator
No
Small Employer Sec End of year Indicator
No
Small Mortg Participants End of year Indicator
No
Small Oth Lns Participants End of year Indicator
No
Small Personal Prop End of year Indicator
No
Small Fail Transm Contribution Indicator
No
Small plan participant loans in default
No
Small plan leases in default
No
Small plan nonexempt transactions with parties in interest
No
Small plan fidelity bond in place
No
Small plan loss discovered during year
No
Small plan assets with undetermined value
No
Small plan non-cash contributions reported
No
Small 20 Percent Sngl Investment Indicator
No
Small plan all plan assets distributed
No
Small plan waived annual IQPA report
Yes
Small plan failed to provide benefits when due
No
Small plan blackout period occurred
No
Small plan resolution to terminate plan adopted
No

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN74-1625348

Transfers

Asset/liability transferNo
Liabilities in multiple plansNo
Distributed property value$0
Schedule R source fields
Payor 74-1625348
Schedule R Plan Year Begin Date
2013-01-01
Schedule R Tax Period
2013-12-31
Schedule R Plan number
001
Schedule R EIN
74-1152607
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
74-1625348
Pension Elec Satisfy Code 412 Indicator
3
Asset or liability transfer
No
Liability shared by multiple plans
No
Pension Stock Percent
0.0

Filing received by DOL Oct 02, 2014