2023 Form 5500 filing — Jewish Adoption & Foster Care Options 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 20241015152142NAL0050148464001) for Jewish Adoption & Foster Care Options 403(B) Retirement Plan, reported by Jewish Adoption & Foster Care Optio S under EIN 20-0898587 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152142NAL0050148464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Adoption & Foster Care Optio S
- EIN
- 20-0898587
- Plan number
- 001
- Location
- Sunrise, FL
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,975,710
- Total liabilities (EOY)
- $6,927
- Net assets (EOY)
- $4,968,783
- Employer contributions
- $58,489
- Participant contributions
- $413,452
- Total income / additions
- $1,184,907
- Benefits paid
- $85,789
- Administrative expenses
- $21,037
- Total expenses
- $113,753
- Net increase / (decrease)
- $1,071,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPING | $21,037 | $0 |
| Buckman Advisory Group LLC | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |