2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of The Josselyn Center, Nfp
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 20241011140827NAL0012574163001) for 403(B) Thrift Plan For Employees Of The Josselyn Center, Nfp, reported by The Josselyn Center, Nfp under EIN 36-2217996 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140827NAL0012574163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Josselyn Center, Nfp
- EIN
- 36-2217996
- Plan number
- 001
- Location
- Northfield, IL
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,800,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,800,400
- Employer contributions
- $335,404
- Participant contributions
- $325,570
- Total income / additions
- $1,133,819
- Benefits paid
- $20,428
- Administrative expenses
- $1,171
- Total expenses
- $21,599
- Net increase / (decrease)
- $1,112,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $1,171 | $0 |