2023 Form 5500 filing — The Emery Weiner School Tax 403(B) 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 20241001104005NAL0003199811001) for The Emery Weiner School Tax 403(B) Plan, reported by The Emery Weiner Center For Jewish Education under EIN 74-1990541 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001104005NAL0003199811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Emery Weiner Center For Jewish Education
- EIN
- 74-1990541
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,322,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,322,184
- Employer contributions
- $237,908
- Participant contributions
- $638,861
- Total income / additions
- $2,935,765
- Benefits paid
- $1,224,844
- Administrative expenses
- $74,055
- Total expenses
- $1,298,899
- Net increase / (decrease)
- $1,636,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,054 | $0 |
| B. Riley Wealth Advisors, Inc. | INVESTMENT ADVISORY | $0 | $20,930 |
| B Riley Wealth Management Inc | INVESTMENT ADVISORY | $0 | $19,215 |