Jewish Federation Of Southern New Jersey 401(K) Plan — Form 5500 plan (Jewish Federation Of Southern New Jersey)

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 Federation Of Southern New Jersey 401(K) Plan is a benefit plan reported by Jewish Federation Of Southern New Jersey under EIN 21-0634489 and plan number 002. The latest loaded filing year is 2023. The filing reports 541 participants and $7,920,956 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,920,956
Participants541Covered participants reported
Assets / participant$14.6KComputed: assets ÷ participants$14,641 (computed)
Provider compensation$54.4K2 Schedule C provider row(s)$54,449
Plan sponsor
Jewish Federation Of Southern New Jersey
EIN
21-0634489
Plan number
002
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    541 participants · 2Sch HSch C
    View filing →
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)$7.9M total assets
Net assets$7.9MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$7,920,956
Net assets (EOY)
$7,920,956
Net assets (BOY)
$7,661,962

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,618,307

Expenses & distributions

Benefits paid
$1,308,943
Administrative expenses
$50,370
Total expenses
$1,359,313
Net increase / (decrease)
$258,994
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 assets17%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $47.6K · Indirect $0
  2. 2
    THIRD PARTY ADMINISTRATOR · Direct $6.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Jewish Federation Of Southern New Jersey 401(K) Plan?
Jewish Federation Of Southern New Jersey 401(K) Plan is reported as sponsored by Jewish Federation Of Southern New Jersey (EIN 21-0634489, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Jewish Federation Of Southern New Jersey 401(K) Plan?
The latest Form 5500 filing year loaded for Jewish Federation Of Southern New Jersey 401(K) Plan is 2023.
How many participants does Jewish Federation Of Southern New Jersey 401(K) Plan report?
Jewish Federation Of Southern New Jersey 401(K) Plan reports 541 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Jewish Federation Of Southern New Jersey 401(K) Plan?
Jewish Federation Of Southern New Jersey 401(K) Plan reports $7,920,956 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages