2023 Form 5500 filing — Jewish Family Service 401(K) 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 20241010143759NAL0041195186002) for Jewish Family Service 401(K) Retirement Plan, reported by Jewish Family Service under EIN 91-0565537 and plan number 002. It reports 202 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)$8.1MReported net assets$8,061,409
Participants202
Provider compensation$6.5K3 Schedule C row(s)$6,513
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010143759NAL0041195186002
Plan sponsor
Jewish Family Service
EIN
91-0565537
Plan number
002
Location
Seattle, WA
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$313.7K
Benefits paid / distributions$307.5K
Contributions
Employer$403K
Participant$586.3K
Full reported line items
Total assets (EOY)
$8,061,409
Total liabilities (EOY)
$0
Net assets (EOY)
$8,061,409
Employer contributions
$403,002
Participant contributions
$586,274
Total income / additions
$2,147,387
Benefits paid
$307,457
Administrative expenses
$6,238
Total expenses
$313,695
Net increase / (decrease)
$1,833,692
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $4K · Indirect $0
  2. 2
    NONE · Direct $1.9K · Indirect $650
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010143759NAL0041195186002 cover?
It is the 2023 Form 5500 filing for Jewish Family Service 401(K) Retirement Plan, reported by Jewish Family Service (EIN 91-0565537).
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