2023 Form 5500 filing — Tax Deferred 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 20241015224743NAL0015494355001) for Tax Deferred Annuity Plan, reported by Jewish Child Care Association Of New York under EIN 13-1624060 and plan number 003. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224743NAL0015494355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Child Care Association Of New York
- EIN
- 13-1624060
- Plan number
- 003
- Location
- Brooklyn, NY
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,932,479
- Net assets (EOY)
- $13,932,479
- Participant contributions
- $909,497
- Total income / additions
- $3,078,624
- Benefits paid
- $1,377,729
- Administrative expenses
- $16,893
- Total expenses
- $1,394,622
- Net increase / (decrease)
- $1,684,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company Of Ame | RECORDKEEPER | $18,000 | $0 |
| Rbc Wealth Mgmt | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset |