Tax Deferred Annuity Plan — Form 5500 plan (Jewish Child Care Association Of New York)
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, Tax Deferred Annuity Plan is a benefit plan reported by Jewish Child Care Association Of New York under EIN 13-1624060 and plan number 003. The latest loaded filing year is 2023. The filing reports 331 participants and $13,932,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Child Care Association Of New York
- EIN
- 13-1624060
- Plan number
- 003
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $13,932,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241015224743NAL0015494355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,932,479
- Net assets (EOY)
- $13,932,479
- Net assets (BOY)
- $12,248,477
Income & contributions
- Participant contributions
- $909,497
- Total contributions
- $1,139,748
- Total income / additions
- $3,078,624
Expenses & distributions
- Benefits paid
- $1,377,729
- Administrative expenses
- $16,893
- Total expenses
- $1,394,622
- Net increase / (decrease)
- $1,684,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company Of Ame | RECORDKEEPER | $18,000 | $0 | 2023 |
| Rbc Wealth Mgmt | INVESTMENT ADVISOR | $18,000 | not reported in the loaded dataset | 2023 |