2023 Form 5500 filing — La Jewish Home For The Aging 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 20250404162700NAL0007035779001) for La Jewish Home For The Aging Retirement Plan, reported by Los Angeles Jewish Home For The Aging under EIN 95-3510024 and plan number 002. It reports 1,658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250404162700NAL0007035779001
Filing year
2023
Form type
2
Plan sponsor
Los Angeles Jewish Home For The Aging
EIN
95-3510024
Plan number
002
Location
Reseda, CA
Participants
1,658
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$53,965,137
Total liabilities (EOY)
$0
Net assets (EOY)
$53,965,137
Employer contributions
$1,202,826
Participant contributions
$3,086,587
Total income / additions
$10,014,341
Benefits paid
$5,339,029
Administrative expenses
$29,837
Total expenses
$5,368,866
Net increase / (decrease)
$4,645,475
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Charles Schwab BankSERVICE PROVIDER$24,733not reported in the loaded dataset
Lincoln National CorporationSERVICE PROVIDER$6,938$0

Related Form 5500 pages