2023 Form 5500 filing — Jewish Vocational Services 403(B) 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 20241119125633NAL0001683107001) for Jewish Vocational Services 403(B) Plan, reported by Jewish Vocational And Career Counseling Services under EIN 94-2213100 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119125633NAL0001683107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Vocational And Career Counseling Services
- EIN
- 94-2213100
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,414,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,414,459
- Employer contributions
- $367,885
- Participant contributions
- $444,405
- Total income / additions
- $1,747,777
- Benefits paid
- $100,615
- Administrative expenses
- $31,076
- Total expenses
- $131,691
- Net increase / (decrease)
- $1,616,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Primark Benefits | CONTRACT AND RECORD KEEP | $19,312 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $11,764 | $0 |