Jfgi, Inc. And Affiliated Agencies 401(K) Plan — Form 5500 plan (Jewish Federation Of Greater Indianapolis, 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, Jfgi, Inc. And Affiliated Agencies 401(K) Plan is a benefit plan reported by Jewish Federation Of Greater Indianapolis, Inc. under EIN 35-0888017 and plan number 003. The latest loaded filing year is 2023. The filing reports 251 participants and $6,303,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jewish Federation Of Greater Indianapolis, Inc.
EIN
35-0888017
Plan number
003
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
251
End-of-year plan assets
$6,303,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20240912174035NAL0014597824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,303,436
Total liabilities (EOY)
$0
Net assets (EOY)
$6,303,436
Net assets (BOY)
$5,816,049

Income & contributions

Employer contributions
$359,721
Participant contributions
$316,698
Total contributions
$676,419
Total income / additions
$1,622,204

Expenses & distributions

Benefits paid
$1,083,206
Administrative expenses
$51,116
Total expenses
$1,134,817
Net increase / (decrease)
$487,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis LlpAUDITOR$24,675not reported in the loaded dataset2023
Metlife Life Insurance CompanyRECORDKEEPER$21,780$02023

Related Form 5500 pages