Jewish Federation Of Metropolitan Detroit 403(B) Plan — Form 5500 plan (Jewish Federation Of Metropolitan Detroit)
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, Jewish Federation Of Metropolitan Detroit 403(B) Plan is a benefit plan reported by Jewish Federation Of Metropolitan Detroit under EIN 38-1359214 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $27,802,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Federation Of Metropolitan Detroit
- EIN
- 38-1359214
- Plan number
- 001
- Plan type
- 3
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 903
- End-of-year plan assets
- $27,802,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 903 | H, C | 20240930112601NAL0005475489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,802,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,802,370
- Net assets (BOY)
- $22,994,602
Income & contributions
- Employer contributions
- $1,554
- Participant contributions
- $2,054,633
- Total contributions
- $2,260,999
- Total income / additions
- $6,163,082
Expenses & distributions
- Benefits paid
- $1,280,573
- Administrative expenses
- $74,741
- Total expenses
- $1,355,314
- Net increase / (decrease)
- $4,807,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | FINANCIAL ADVISOR | $48,454 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $25,027 | $0 | 2023 |