2023 Form 5500 filing — Jewish National Fund 403(B) Erisa Tax Sheltered Annuity 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 20241014113627NAL0014852419001) for Jewish National Fund 403(B) Erisa Tax Sheltered Annuity Plan, reported by Jewish National Fund, Inc. under EIN 13-1659627 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113627NAL0014852419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish National Fund, Inc.
- EIN
- 13-1659627
- Plan number
- 002
- Location
- New York, NY
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,737,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,737,815
- Employer contributions
- $1,974,823
- Participant contributions
- $1,664,311
- Total income / additions
- $8,766,011
- Benefits paid
- $1,366,626
- Administrative expenses
- $127,899
- Total expenses
- $1,494,525
- Net increase / (decrease)
- $7,271,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | NONE | $47,065 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $45,541 | $0 |
| Commonwealth Financial Network | NONE | $33,613 | not reported in the loaded dataset |