The Emery Weiner School Tax 403(B) Plan — Form 5500 plan (The Emery Weiner Center For Jewish Education)
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, The Emery Weiner School Tax 403(B) Plan is a benefit plan reported by The Emery Weiner Center For Jewish Education under EIN 74-1990541 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $11,322,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Emery Weiner Center For Jewish Education
- EIN
- 74-1990541
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $11,322,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241001104005NAL0003199811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,322,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,322,184
- Net assets (BOY)
- $9,685,318
Income & contributions
- Employer contributions
- $237,908
- Participant contributions
- $638,861
- Total contributions
- $942,789
- Total income / additions
- $2,935,765
Expenses & distributions
- Benefits paid
- $1,224,844
- Administrative expenses
- $74,055
- Total expenses
- $1,298,899
- Net increase / (decrease)
- $1,636,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,054 | $0 | 2023 |
| B. Riley Wealth Advisors, Inc. | INVESTMENT ADVISORY | $0 | $20,930 | 2023 |
| B Riley Wealth Management Inc | INVESTMENT ADVISORY | $0 | $19,215 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Emery Weiner Center For Jewish Education
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- B. Riley Wealth Advisors, Inc. — Schedule C compensation
- B Riley Wealth Management Inc — Schedule C compensation