Shefa School 403(B) Plan — Form 5500 plan (Shefa School)
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, Shefa School 403(B) Plan is a benefit plan reported by Shefa School under EIN 47-2048496 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $6,659,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shefa School
- EIN
- 47-2048496
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $6,659,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20250320075813NAL0006536913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,659,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,659,212
- Net assets (BOY)
- $4,924,813
Income & contributions
- Employer contributions
- $412,124
- Participant contributions
- $719,406
- Total contributions
- $1,134,360
- Total income / additions
- $2,046,318
Expenses & distributions
- Benefits paid
- $306,359
- Administrative expenses
- $5,560
- Total expenses
- $311,919
- Net increase / (decrease)
- $1,734,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary | RECORDKEEPER | $5,560 | $0 | 2023 |