Filings through Oct 24, 2026.

Retirement plan

The New Jerusalem Foundation 401(k) Profit Sharing Plan

Name: THE NEW JERUSALEM FOUNDATION - THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: THE NEW JERUSALEM FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NEW JERUSALEM FOUNDATION 401(K) PROFIT SHARING PLAN, THE NEW JERUSALEM FOUNDATION

The New Jerusalem FoundationEIN 20-7370119Plan #001PY 2025

1538 BRIGHTON GLEN RD. - SAN MARCOS, CA 92078858-776-9559LinkedIn1-10 employeesreligious institutions

Prospect flagsLow returnsHigh assets / participantLow employer contribution

Top hat statement on fileNQDC

Filed November 28, 2017

Plan administrator

The New Jerusalem Foundation

San Diego State: CA Zip Code: 92130

Email Phone

Street address, email and phone are on Pro, free for 7 days.

Plans declared (1)

The New Jerusalem Foundation 457 Deferred Compensation Plan3 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$1.9M

+13.6% from 2024

Total participants

0.0% from 2024

Average account balance

$635,048

+13.6% from 2024

Annual return

9.93%

-5.66 pp from 2024

Benchmarks

See 62,234 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort62,234 peers

Snapshot2025

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Analytics

See the 9-year trajectory with Pro.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Oct 24, 2026.

Retirement plan

The New Jerusalem Foundation 401(k) Profit Sharing Plan

The New Jerusalem FoundationEIN 20-7370119Plan #001PY 2025

1538 BRIGHTON GLEN RD. - SAN MARCOS, CA 92078858-776-9559LinkedIn1-10 employeesreligious institutions

Prospect flagsLow returnsHigh assets / participantLow employer contribution

People on file2 contacts

NZ
Nan Zhou
Filing signerFiling signer
#001
PY 2025
+1 more — auditor, admin, prior signers, …

5500 filings9 filings · 2017–2025

20255500-SF401(k)Latest

5500 PDF

Top hat statement on fileNQDC

Filed November 28, 2017

Plan administrator

The New Jerusalem Foundation

San Diego State: CA Zip Code: 92130

Email Phone

Street address, email and phone are on Pro, free for 7 days.

Plans declared (1)

The New Jerusalem Foundation 457 Deferred Compensation Plan3 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$1.9M

+13.6% from 2024

Total participants

0.0% from 2024

Average account balance

$635,048

+13.6% from 2024

Annual return

9.93%

-5.66 pp from 2024

Benchmarks

See 62,234 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort62,234 peers

Snapshot2025

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 9-year trajectory with Pro.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

The New Jerusalem Foundation 401(k) Profit Sharing Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

The New Jerusalem Foundation 401(k) Profit Sharing Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion