Plan5500

Tampa Jcc/Federation, Inc. 401k — Form 5500 plan (Tampa Jcc/Federation, 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, Tampa Jcc/Federation, Inc. 401k is a benefit plan reported by Tampa Jcc/Federation, Inc. under EIN 23-7182057 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $1,223,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tampa Jcc/Federation, Inc.
EIN
23-7182057
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
214
End-of-year plan assets
$1,223,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241021084117NAL0003143346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,223,966
Total liabilities (EOY)
$0
Net assets (EOY)
$1,223,966
Net assets (BOY)
$975,654

Income & contributions

Participant contributions
$137,519
Total contributions
$137,519
Total income / additions
$296,919

Expenses & distributions

Benefits paid
$41,057
Administrative expenses
$7,517
Total expenses
$48,607
Net increase / (decrease)
$248,312

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jaffe Tilchin Investment PartnersINVESTMENT/FINANCIAL ADVI$5,191$02023
Adp, Inc.RECORD KEEPER$2,325$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages