403(B) Plan For Employees Of Jri — Form 5500 plan (Justice Resource Institute, Inc.)
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, 403(B) Plan For Employees Of Jri is a benefit plan reported by Justice Resource Institute, Inc. under EIN 04-2526357 and plan number 003. The latest loaded filing year is 2023. The filing reports 170 participants and $12,458,736 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.5MPlan net assets, end of year$12,458,736
Participants170Covered participants reported
Assets / participant$73.3KComputed: assets ÷ participants$73,287 (computed)
Provider compensation$20.1K1 Schedule C provider row(s)$20,069
- Plan sponsor
- Justice Resource Institute, Inc.
- EIN
- 04-2526357
- Plan number
- 003
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240926113041NAL0000582017001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.5M total assets
Net assets$12.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $12,458,736
- Net assets (EOY)
- $12,458,736
- Net assets (BOY)
- $11,313,954
Income & contributions
- Participant contributions
- $495,532
- Total contributions
- $495,532
- Total income / additions
- $2,487,335
Expenses & distributions
- Benefits paid
- $1,322,321
- Administrative expenses
- $20,232
- Total expenses
- $1,342,553
- Net increase / (decrease)
- $1,144,782
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $20,069 | not reported in the loaded dataset | 2023 |