Plan5500

Gulf Coast Jfcs 403(B) Plan — Form 5500 plan (Gulf Coast Jewish Family And Community Services, 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, Gulf Coast Jfcs 403(B) Plan is a benefit plan reported by Gulf Coast Jewish Family And Community Services, Inc. under EIN 59-1229354 and plan number 003. The latest loaded filing year is 2023. The filing reports 642 participants and $7,260,340 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,260,340
Participants642Covered participants reported
Assets / participant$11.3KComputed: assets ÷ participants$11,309 (computed)
Provider compensation$12.6K2 Schedule C provider row(s)$12,600
Plan sponsor
Gulf Coast Jewish Family And Community Services, Inc.
EIN
59-1229354
Plan number
003
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    642 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$979K
Benefits paid / distributions$966.4K
Contributions
Employer$119K
Participant$653.1K
Full reported line items

Net assets

Total assets (EOY)
$7,260,340
Total liabilities (EOY)
$0
Net assets (EOY)
$7,260,340
Net assets (BOY)
$6,415,053

Income & contributions

Employer contributions
$118,950
Participant contributions
$653,092
Total contributions
$879,573
Total income / additions
$1,824,327

Expenses & distributions

Benefits paid
$966,440
Administrative expenses
$12,600
Total expenses
$979,040
Net increase / (decrease)
$845,287
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$11.3K
    CONTRACT ADMINISTRATOR · Direct $11.3K · Indirect $0
  2. 2
    Mutual Of America$1.3K
    RECORDKEEPER · Direct $1.3K

What to inspect next

Frequently asked questions

Who sponsors the Gulf Coast Jfcs 403(B) Plan?
Gulf Coast Jfcs 403(B) Plan is reported as sponsored by Gulf Coast Jewish Family And Community Services, Inc. (EIN 59-1229354, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Gulf Coast Jfcs 403(B) Plan?
The latest Form 5500 filing year loaded for Gulf Coast Jfcs 403(B) Plan is 2023.
How many participants does Gulf Coast Jfcs 403(B) Plan report?
Gulf Coast Jfcs 403(B) Plan reports 642 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Gulf Coast Jfcs 403(B) Plan?
Gulf Coast Jfcs 403(B) Plan reports $7,260,340 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages