2023 Form 5500 filing — Jessica & Friends Retirement 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 20241002092207NAL0014657360001) for Jessica & Friends Retirement Plan, reported by Jessica & Friends Community under EIN 23-2991619 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1MReported net assets$1,035,561
Participants132
Provider compensation$2K2 Schedule C row(s)$2,039
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002092207NAL0014657360001
- Plan sponsor
- Jessica & Friends Community
- EIN
- 23-2991619
- Plan number
- 001
- Location
- York, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1M total assets
Net assets$1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,035,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,035,561
- Employer contributions
- $83,527
- Participant contributions
- $190,719
- Total income / additions
- $424,011
- Benefits paid
- $145,733
- Administrative expenses
- $2,039
- Total expenses
- $147,772
- Net increase / (decrease)
- $276,239
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,039 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |