Jewish Adoption & Foster Care Options 403(B) Retirement Plan — Form 5500 plan (Jewish Adoption & Foster Care Optio S)
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, Jewish Adoption & Foster Care Options 403(B) Retirement Plan is a benefit plan reported by Jewish Adoption & Foster Care Optio S under EIN 20-0898587 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $4,975,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Adoption & Foster Care Optio S
- EIN
- 20-0898587
- Plan number
- 001
- Plan type
- 2
- Location
- Sunrise, FL
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $4,975,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241015152142NAL0050148464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,975,710
- Total liabilities (EOY)
- $6,927
- Net assets (EOY)
- $4,968,783
- Net assets (BOY)
- $3,897,629
Income & contributions
- Employer contributions
- $58,489
- Participant contributions
- $413,452
- Total contributions
- $491,188
- Total income / additions
- $1,184,907
Expenses & distributions
- Benefits paid
- $85,789
- Administrative expenses
- $21,037
- Total expenses
- $113,753
- Net increase / (decrease)
- $1,071,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPING | $21,037 | $0 | 2023 |
| Buckman Advisory Group LLC | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |