Jewish Federation Of Southern Jersey-Hmo — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jewish Federation Of Southern Jersey-Hmo (EIN 21-0634489) is a plan sponsor located in Cherry Hill, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
21-0634489
Location
Cherry Hill, NJ
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jewish Federation Of Southern Jersey-Hmo

  • 3 loaded plans hold $17.6M in reported assets.
  • The largest, Jewish Federation Of Southern New Jersey 403(B) Plan, holds 55% of this company's reported plan assets.
  • Plans cover 2,473 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.6MSummed across loaded plans$17,604,667
Total reported assets$17.6M$17,604,667
Total reported participants2.5K2,473
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$17.6M total assets
Net assets$17.6MLiabilities
Contributions & income
Employer contributions$467.4K
Participant contributions$1.5M
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Jewish Federation Of Southern New Jersey 403(B) Plan
Participants per plan824Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #003 · 1,645 participants · 2023
  2. 2
    Plan #002 · 541 participants · 2023
  3. 3
    Plan #503 · 287 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jewish Federation Of Southern Jersey-Hmo. Open one for its full reported snapshot.

  1. 2023
    Jewish Federation Of Southern New Jersey Hmo Contract287 participants · 2No schedules
    View filing →
  2. 2023
    Jewish Federation Of Southern New Jersey 403(B) Plan1,645 participants · 2Sch HSch C
    View filing →
  3. 2023
    Jewish Federation Of Southern New Jersey 401(K) Plan541 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jewish Federation Of Southern Jersey-Hmo report on Form 5500?
Jewish Federation Of Southern Jersey-Hmo (EIN 21-0634489) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jewish Federation Of Southern Jersey-Hmo?
The Employer Identification Number (EIN) reported for Jewish Federation Of Southern Jersey-Hmo is 21-0634489.
What is the latest Form 5500 filing year for Jewish Federation Of Southern Jersey-Hmo?
The latest loaded Form 5500 filing year for Jewish Federation Of Southern Jersey-Hmo is 2023.

Related Form 5500 pages