North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan — Form 5500 plan (North Jersey Elks)
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, North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan is a benefit plan reported by North Jersey Elks under EIN 22-2675421 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $12,322,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Jersey Elks
- EIN
- 22-2675421
- Plan number
- 001
- Plan type
- 2
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $12,322,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20250414080519NAL0002846320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,322,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,322,549
- Net assets (BOY)
- $12,439,988
Income & contributions
- Employer contributions
- $1,156,550
- Participant contributions
- $0
- Total contributions
- $1,156,550
- Total income / additions
- $1,803,604
Expenses & distributions
- Benefits paid
- $1,864,804
- Administrative expenses
- $56,239
- Total expenses
- $1,921,043
- Net increase / (decrease)
- -$117,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $50,132 | $0 | 2023 |