Plan5500

Jcc On The Palisades 403(B) Retirement Plan — Form 5500 plan (Kaplen Jewish Community Center On The Palisades)

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, Jcc On The Palisades 403(B) Retirement Plan is a benefit plan reported by Kaplen Jewish Community Center On The Palisades under EIN 22-1487220 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $9,467,591 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.5MPlan net assets, end of year$9,467,591
Participants186Covered participants reported
Assets / participant$50.9KComputed: assets ÷ participants$50,901 (computed)
Provider compensation$46.1K4 Schedule C provider row(s)$46,105
Plan sponsor
Kaplen Jewish Community Center On The Palisades
EIN
22-1487220
Plan number
001
Plan type
2
Location
Tenafly, NJ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    186 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)$9.5M total assets
Net assets$9.5MLiabilities—
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$190.5K
Participant$355.4K
Full reported line items

Net assets

Total assets (EOY)
$9,467,591
Net assets (EOY)
$9,467,591
Net assets (BOY)
$8,515,627

Income & contributions

Employer contributions
$190,497
Participant contributions
$355,371
Total contributions
$545,868
Total income / additions
$2,132,783

Expenses & distributions

Benefits paid
$1,116,352
Administrative expenses
$41,060
Total expenses
$1,180,819
Net increase / (decrease)
$951,964
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.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Nfp Retirement Inc$16.8K
    BROKER DEALER · Direct $16.8K
  2. 2
    American United Life Insurance$10.7K
    RECORDKEEPER · Direct $1.3K · Indirect $9.4K
  3. 3
    Adp, Inc$9.8K
    RECORDKEEPER · Direct $9.8K · Indirect $0
  4. 4
    401k Advisors Inc$8.8K
    INVESTMENT/FINANCIAL ADVI · Direct $8.8K · Indirect $0

Related Form 5500 pages