The Jf&Cs Partnership 403(B) Plan — Form 5500 plan (Jewish Family & Childrens Service)
Plain-English plan 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, The Jf&Cs Partnership 403(B) Plan is a benefit plan reported by Jewish Family & Childrens Service under EIN 04-2104356 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $13,002,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Family & Childrens Service
- EIN
- 04-2104356
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $13,002,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241015204447NAL0015388099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,002,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,002,986
- Net assets (BOY)
- $11,191,116
Income & contributions
- Employer contributions
- $149,367
- Participant contributions
- $1,100,666
- Total contributions
- $1,274,674
- Total income / additions
- $2,738,073
Expenses & distributions
- Benefits paid
- $798,247
- Administrative expenses
- $118,682
- Total expenses
- $926,203
- Net increase / (decrease)
- $1,811,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $85,086 | $0 | 2023 |
| Marsh Mclennan Agency | INVESTMENT ADVISOR | $17,646 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $15,950 | not reported in the loaded dataset | 2023 |