2023 Form 5500 filing — Jewish Family & Children'S Service 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 20250414202915NAL0002341729001) for Jewish Family & Children'S Service Retirement Plan, reported by Jewish Family & Children'S Service, Inc. under EIN 86-0096781 and plan number 003. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414202915NAL0002341729001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jewish Family & Children'S Service, Inc.
- EIN
- 86-0096781
- Plan number
- 003
- Location
- Phoenix, AZ
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,923,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,923,314
- Employer contributions
- $392,680
- Participant contributions
- $713,039
- Total income / additions
- $2,804,626
- Benefits paid
- $1,339,725
- Administrative expenses
- $97,550
- Total expenses
- $1,437,436
- Net increase / (decrease)
- $1,367,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $1,362 | $33,109 |
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $9,985 |