Plan5500

American Jewish World Service 403(B) Plan — Form 5500 plan (American Jewish World Service, Inc.)

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, American Jewish World Service 403(B) Plan is a benefit plan reported by American Jewish World Service, Inc. under EIN 22-2584370 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $18,208,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Jewish World Service, Inc.
EIN
22-2584370
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
232
End-of-year plan assets
$18,208,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241011123938NAL0021872753004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,208,860
Net assets (EOY)
$18,208,860
Net assets (BOY)
$14,996,856

Income & contributions

Employer contributions
$427,305
Participant contributions
$943,857
Total contributions
$1,601,124
Total income / additions
$4,126,012

Expenses & distributions

Benefits paid
$820,867
Administrative expenses
$93,141
Total expenses
$914,008
Net increase / (decrease)
$3,212,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$83,564$7,0522023
Triad Advisors, LLCBROKERnot reported in the loaded dataset$49,3742023
Intac Actuarial Services, Inc.THIRD PARTY ADMINISTRATOR$9,649not reported in the loaded dataset2023

Related Form 5500 pages