Plan5500

Jfs 401(K) Plan — Form 5500 plan (Jewish Family Service Of Colorado, 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, Jfs 401(K) Plan is a benefit plan reported by Jewish Family Service Of Colorado, Inc. under EIN 84-0402701 and plan number 004. The latest loaded filing year is 2023. The filing reports 264 participants and $7,795,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jewish Family Service Of Colorado, Inc.
EIN
84-0402701
Plan number
004
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
264
End-of-year plan assets
$7,795,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20240703140327NAL0007348161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,795,218
Total liabilities (EOY)
$0
Net assets (EOY)
$7,795,218
Net assets (BOY)
$6,389,105

Income & contributions

Employer contributions
$274,013
Participant contributions
$488,867
Total contributions
$1,017,292
Total income / additions
$2,092,824

Expenses & distributions

Benefits paid
$673,393
Administrative expenses
$13,318
Total expenses
$686,711
Net increase / (decrease)
$1,406,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$31,432not reported in the loaded dataset2023
First Western Trust BankNONE$11,608not reported in the loaded dataset2023

Related Form 5500 pages