2023 Form 5500 filing — Jfs 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703140327NAL0007348161001) for Jfs 401(K) Plan, reported by Jewish Family Service Of Colorado, Inc. under EIN 84-0402701 and plan number 004. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703140327NAL0007348161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Family Service Of Colorado, Inc.
- EIN
- 84-0402701
- Plan number
- 004
- Location
- Denver, CO
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,795,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,795,218
- Employer contributions
- $274,013
- Participant contributions
- $488,867
- Total income / additions
- $2,092,824
- Benefits paid
- $673,393
- Administrative expenses
- $13,318
- Total expenses
- $686,711
- Net increase / (decrease)
- $1,406,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $31,432 | not reported in the loaded dataset |
| First Western Trust Bank | NONE | $11,608 | not reported in the loaded dataset |