2023 Form 5500 filing — Jewish Family Service Of Los Angeles 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 20241014133910NAL0044685472001) for Jewish Family Service Of Los Angeles 401 (K) Plan, reported by Jewish Family Service Of Los Angeles under EIN 95-1691013 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133910NAL0044685472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Family Service Of Los Angeles
- EIN
- 95-1691013
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,643,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,643,498
- Employer contributions
- $567,998
- Participant contributions
- $615,097
- Total income / additions
- $2,569,077
- Benefits paid
- $1,212,616
- Administrative expenses
- $90,207
- Total expenses
- $1,303,374
- Net increase / (decrease)
- $1,265,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,386 | $0 |
| Zephyr Investment Management | ADVISOR | $35,821 | not reported in the loaded dataset |