Jewish Vocational Services 403(B) Plan — Form 5500 plan (Jewish Vocational And Career Counseling 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 Vocational Services 403(B) Plan is a benefit plan reported by Jewish Vocational And Career Counseling Services under EIN 94-2213100 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $6,414,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Vocational And Career Counseling Services
- EIN
- 94-2213100
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $6,414,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241119125633NAL0001683107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,414,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,414,459
- Net assets (BOY)
- $4,798,373
Income & contributions
- Employer contributions
- $367,885
- Participant contributions
- $444,405
- Total contributions
- $816,649
- Total income / additions
- $1,747,777
Expenses & distributions
- Benefits paid
- $100,615
- Administrative expenses
- $31,076
- Total expenses
- $131,691
- Net increase / (decrease)
- $1,616,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Primark Benefits | CONTRACT AND RECORD KEEP | $19,312 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $11,764 | $0 | 2023 |