Jewish Family And Children'S Services 403(B) Plan — Form 5500 plan (Jewish Family And Children'S Services)
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 And Children'S Services 403(B) Plan is a benefit plan reported by Jewish Family And Children'S Services under EIN 94-1156528 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $29,925,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Family And Children'S Services
- EIN
- 94-1156528
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $29,925,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20241011162607NAL0022327905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,925,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,925,834
- Net assets (BOY)
- $24,662,210
Income & contributions
- Employer contributions
- $1,090,872
- Participant contributions
- $1,737,449
- Total contributions
- $3,130,844
- Total income / additions
- $7,199,730
Expenses & distributions
- Benefits paid
- $1,842,918
- Administrative expenses
- $92,254
- Total expenses
- $1,936,106
- Net increase / (decrease)
- $5,263,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Primark Benefits | 3RD PARTY ADMIN | $56,019 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $24,442 | $0 | 2023 |
| Charles Schwab | TRUST CUSTODIAN | $11,792 | $0 | 2023 |