2023 Form 5500 filing — Masonic Charity Foundation Of New Jersey 403(B) Savings 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 20240930130506NAL0005702321001) for Masonic Charity Foundation Of New Jersey 403(B) Savings Plan, reported by Masonic Charity Foundation Of New Jersey under EIN 21-0634536 and plan number 002. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930130506NAL0005702321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masonic Charity Foundation Of New Jersey
- EIN
- 21-0634536
- Plan number
- 002
- Location
- Burlington, NJ
- Participants
- 596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,633,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,633,197
- Employer contributions
- $282,319
- Participant contributions
- $886,621
- Total income / additions
- $3,216,428
- Benefits paid
- $812,629
- Administrative expenses
- $48,271
- Total expenses
- $866,136
- Net increase / (decrease)
- $2,350,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $48,272 | $0 |