Jewish Federation Council Of Greater Los Angeles Defined Contribution Plan — Form 5500 plan (Jewish Federation Council Of Greater Los Angeles)

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 Federation Council Of Greater Los Angeles Defined Contribution Plan is a benefit plan reported by Jewish Federation Council Of Greater Los Angeles under EIN 95-1643388 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $4,740,442 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,740,442
Participants151Covered participants reported
Assets / participant$31.4KComputed: assets ÷ participants$31,394 (computed)
Provider compensation$28.5K2 Schedule C provider row(s)$28,455
Plan sponsor
Jewish Federation Council Of Greater Los Angeles
EIN
95-1643388
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241216185503NAL0002763552001
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)$4.7M total assets
Net assets$4.7MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$265.8K
Benefits paid / distributions$237.8K
Contributions
Employer$444.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,740,442
Net assets (EOY)
$4,740,442
Net assets (BOY)
$3,879,050

Income & contributions

Employer contributions
$444,341
Total contributions
$444,341
Total income / additions
$1,127,228

Expenses & distributions

Benefits paid
$237,758
Administrative expenses
$28,078
Total expenses
$265,836
Net increase / (decrease)
$861,392
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmeNONE$25,113$02023
Empower Advisory Group, LLCNONE$3,342not reported in the loaded dataset2023

Related Form 5500 pages