403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation
Youngstown Area Jewish Federation, Youngstown OH. Employer ID 340714442, plan number 002. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation, Youngstown Area Jewish Federation
- Today403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation still files. Mutual of America Investment Corp keeps the records. That is where to ask.
Records are kept by Mutual of America Investment Corp, per the 2024 filing.
Left in 2021? You may be owed employer money
- In plan year 2021, 84 people (26% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2013 | 189 | 14 | Filing |
| 2014 | 203 | 16 | Filing |
| 2015 | 179 | 24 | Filing |
| 2016 | 195 | 32 | Filing |
| 2017 | 286 | 30 | Filing |
| 2018 | 294 | 45 | Filing |
| 2019 | 382 | 67 | Filing |
| 2020 | 415 | 85 | Filing |
| 2021 | 392 | 102 | Filing |
| 2022 | 565 | 197 | Filing |
| 2023 | 527 | 98 | Filing |
| 2024 | 421 | 96 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.