2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc.

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 20251121131828NAL0015063634001) for 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc., reported by The William Breman Jewish Home under EIN 58-0610059 and plan number 003. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,795,785

Participants666

Provider compensation$6271 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251121131828NAL0015063634001
Plan sponsor: The William Breman Jewish Home
EIN: 58-0610059
Plan number: 003
Location: Atlanta, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets

Net assets$5.8MLiabilities$0

Money in vs. money out

Total income / additions$1.6M

Total expenses$303.3K

Benefits paid / distributions$302.5K

Contributions

Employer$166K

Participant$403.4K

Full reported line items

Total assets (EOY): $5,795,785
Total liabilities (EOY): $0
Net assets (EOY): $5,795,785
Employer contributions: $165,978
Participant contributions: $403,354
Total income / additions: $1,580,409
Benefits paid: $302,523
Administrative expenses: $785
Total expenses: $303,308
Net increase / (decrease): $1,277,101

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mutual Of America Investment Corp$627
INSURANCE CARRIER · Direct $627 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251121131828NAL0015063634001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc., reported by The William Breman Jewish Home (EIN 58-0610059).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).