2023 Form 5500 filing — Jewish Family And Children'S Services 403(B) 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 20241011162607NAL0022327905001) for Jewish Family And Children'S Services 403(B) Plan, reported by Jewish Family And Children'S Services under EIN 94-1156528 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162607NAL0022327905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Family And Children'S Services
- EIN
- 94-1156528
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,925,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,925,834
- Employer contributions
- $1,090,872
- Participant contributions
- $1,737,449
- Total income / additions
- $7,199,730
- Benefits paid
- $1,842,918
- Administrative expenses
- $92,254
- Total expenses
- $1,936,106
- Net increase / (decrease)
- $5,263,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Primark Benefits | 3RD PARTY ADMIN | $56,019 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISOR | $24,442 | $0 |
| Charles Schwab | TRUST CUSTODIAN | $11,792 | $0 |