2023 Form 5500 filing — The Associated Jewish Community Federation Of Baltimore 401(K) Thrift 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 20240715135629NAL0001361537005) for The Associated Jewish Community Federation Of Baltimore 401(K) Thrift Plan, reported by The Associated Jewish Community Federation Of Baltimore under EIN 52-0607957 and plan number 334. It reports 981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715135629NAL0001361537005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Associated Jewish Community Federation Of Baltimore
- EIN
- 52-0607957
- Plan number
- 334
- Location
- Baltimore, MD
- Participants
- 981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,597,422
- Net assets (EOY)
- $57,597,422
- Employer contributions
- $1,439,109
- Participant contributions
- $3,038,312
- Total income / additions
- $13,100,781
- Benefits paid
- $6,911,634
- Administrative expenses
- $123,981
- Total expenses
- $7,036,947
- Net increase / (decrease)
- $6,063,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $70,417 | $0 |
| Bolton Partners | INVESTMENT ADVISORY | $31,664 | not reported in the loaded dataset |
| Ellin & Tucker, Charted | AUDITOR | $18,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |