Masonic Charity Foundation Of New Jersey 403(B) Savings Plan — Form 5500 plan (Masonic Charity Foundation Of 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, Masonic Charity Foundation Of New Jersey 403(B) Savings Plan is a benefit plan reported by Masonic Charity Foundation Of New Jersey under EIN 21-0634536 and plan number 002. The latest loaded filing year is 2023. The filing reports 596 participants and $15,633,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masonic Charity Foundation Of New Jersey
- EIN
- 21-0634536
- Plan number
- 002
- Plan type
- 2
- Location
- Burlington, NJ
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $15,633,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20240930130506NAL0005702321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,633,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,633,197
- Net assets (BOY)
- $13,282,905
Income & contributions
- Employer contributions
- $282,319
- Participant contributions
- $886,621
- Total contributions
- $1,336,107
- Total income / additions
- $3,216,428
Expenses & distributions
- Benefits paid
- $812,629
- Administrative expenses
- $48,271
- Total expenses
- $866,136
- Net increase / (decrease)
- $2,350,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $48,272 | $0 | 2023 |