2023 Form 5500 filing — Tax Deferred Annuity Plan Of The Jewish Association For Services For The Aged
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 20250306110750NAL0010254033001) for Tax Deferred Annuity Plan Of The Jewish Association For Services For The Aged, reported by The Jewish Association For Services For The Aged under EIN 13-2620896 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306110750NAL0010254033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Jewish Association For Services For The Aged
- EIN
- 13-2620896
- Plan number
- 001
- Location
- New York, NY
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,001,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,001,822
- Employer contributions
- $0
- Participant contributions
- $675,804
- Total income / additions
- $2,705,588
- Benefits paid
- $796,875
- Administrative expenses
- $1,945
- Total expenses
- $798,820
- Net increase / (decrease)
- $1,906,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Financial Life Insurance | RECORD KEEPER | $0 | $2,559 |
| Mutual Of America Investment Corp | RECORD KEEPER | $1,714 | $0 |