Jewish Family Service 403b Tax Deferred Annuity Plan — Form 5500 plan (Jewish Family Service Of Tidewater, 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, Jewish Family Service 403b Tax Deferred Annuity Plan is a benefit plan reported by Jewish Family Service Of Tidewater, Inc. under EIN 54-0854002 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $5,049,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Family Service Of Tidewater, Inc.
- EIN
- 54-0854002
- Plan number
- 001
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $5,049,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240812134610NAL0009398753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,049,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,049,972
- Net assets (BOY)
- $5,768,866
Income & contributions
- Employer contributions
- $677
- Participant contributions
- $167,132
- Total contributions
- $175,992
- Total income / additions
- $955,250
Expenses & distributions
- Benefits paid
- $1,631,657
- Administrative expenses
- $41,991
- Total expenses
- $1,674,144
- Net increase / (decrease)
- -$718,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bam Advisor Services, LLC | INVESTMENT ADVISOR | $20,726 | $0 | 2023 |
| Alerus Financial | CUSTODIAN/ RECORDKEEPER | $13,598 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish Family Service Of Tidewater, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Virginia Beach, VA
- Bam Advisor Services, LLC — Schedule C compensation
- Alerus Financial — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation