2023 Form 5500 filing — Jewish Federation Of Spbc, Inc. 401(K) 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 20241014062853NAL0012935219001) for Jewish Federation Of Spbc, Inc. 401(K) Plan, reported by Jewish Federation Of South Palm Beach County, Inc. under EIN 59-1945109 and plan number 001. It reports 978 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014062853NAL0012935219001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jewish Federation Of South Palm Beach County, Inc.
- EIN
- 59-1945109
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 978
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,374,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,374,563
- Employer contributions
- $467,366
- Participant contributions
- $1,532,696
- Total income / additions
- $5,971,719
- Benefits paid
- $2,248,107
- Administrative expenses
- $80,200
- Total expenses
- $2,328,307
- Net increase / (decrease)
- $3,643,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $52,366 | not reported in the loaded dataset |
| Perigon Wealth Management, LLC | N/A | $17,500 | not reported in the loaded dataset |
| Fidelity Personal Trust Company | N/A | $10,334 | not reported in the loaded dataset |