2023 Form 5500 filing — J127 Education Foundation 403(B) 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 20241007131953NAL0027512352001) for J127 Education Foundation 403(B) Thrift Plan, reported by J127 Education Foundation under EIN 54-1371815 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131953NAL0027512352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J127 Education Foundation
- EIN
- 54-1371815
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,600,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,600,360
- Employer contributions
- $54,838
- Participant contributions
- $393,706
- Total income / additions
- $1,286,476
- Benefits paid
- $165,692
- Administrative expenses
- $28,169
- Total expenses
- $193,861
- Net increase / (decrease)
- $1,092,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates | SERVICE PROVIDER | $15,916 | $0 |
| Ascensus LLC | RECORD KEEPER | $10,618 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $1,600 | $0 |
| Atlantic Pension Services | PLAN ADMINISTRATOR | $650 | not reported in the loaded dataset |