2023 Form 5500 filing — Jobs For The Future, Inc. 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 20241011121426NAL0043620578001) for Jobs For The Future, Inc. Retirement Plan, reported by Jobs For The Future, Inc. under EIN 06-1164568 and plan number 001. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011121426NAL0043620578001
Filing year
2023
Form type
2
Plan sponsor
Jobs For The Future, Inc.
EIN
06-1164568
Plan number
001
Location
Boston, MA
Participants
628
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$40,758,366
Total liabilities (EOY)
$0
Net assets (EOY)
$40,758,366
Employer contributions
$2,309,024
Participant contributions
$2,692,795
Total income / additions
$10,950,737
Benefits paid
$3,625,220
Administrative expenses
$12,293
Total expenses
$3,637,513
Net increase / (decrease)
$7,313,224
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyNONE$52,760$0
First National CorporationNONE$26,598not reported in the loaded dataset
Cbiz Mhm LLCNONE$0$9,955

Related Form 5500 pages