2023 Form 5500 filing — Sholom Community Alliance 403b 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 20241009123911NAL0031161536001) for Sholom Community Alliance 403b Plan, reported by Sholom Community Alliance under EIN 41-1837022 and plan number 001. It reports 790 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)$12MReported net assets$12,028,970
Participants790
Provider compensation$53.4K2 Schedule C row(s)$53,448
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009123911NAL0031161536001
Plan sponsor
Sholom Community Alliance
EIN
41-1837022
Plan number
001
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$278.3K
Participant$984K
Full reported line items
Total assets (EOY)
$12,028,970
Total liabilities (EOY)
$0
Net assets (EOY)
$12,028,970
Employer contributions
$278,343
Participant contributions
$984,033
Total income / additions
$3,024,734
Benefits paid
$2,460,779
Administrative expenses
$53,443
Total expenses
$2,502,644
Net increase / (decrease)
$522,090
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $31.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $21.6K · Indirect $5

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009123911NAL0031161536001 cover?
It is the 2023 Form 5500 filing for Sholom Community Alliance 403b Plan, reported by Sholom Community Alliance (EIN 41-1837022).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages