2023 Form 5500 filing — Ajc 403(B) Retirement 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 20241015113825NAL0047609920001) for Ajc 403(B) Retirement Plan, reported by American Jewish Committee under EIN 13-5563393 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$8,001,261
Participants263
Provider compensation$18.6K1 Schedule C row(s)$18,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113825NAL0047609920001
Plan sponsor
American Jewish Committee
EIN
13-5563393
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$515.2K
Benefits paid / distributions$496.7K
Contributions
Employer$766.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,001,261
Total liabilities (EOY)
$0
Net assets (EOY)
$8,001,261
Employer contributions
$766,150
Total income / additions
$2,022,979
Benefits paid
$496,699
Administrative expenses
$18,550
Total expenses
$515,249
Net increase / (decrease)
$1,507,730

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,550$0

Related Form 5500 pages