Jewish Family Service Of Los Angeles 401 (K) Plan — Form 5500 plan (Jewish Family Service Of 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 Family Service Of Los Angeles 401 (K) Plan is a benefit plan reported by Jewish Family Service Of Los Angeles under EIN 95-1691013 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $9,643,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Family Service Of Los Angeles
- EIN
- 95-1691013
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $9,643,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241014133910NAL0044685472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,643,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,643,498
- Net assets (BOY)
- $8,377,795
Income & contributions
- Employer contributions
- $567,998
- Participant contributions
- $615,097
- Total contributions
- $1,183,095
- Total income / additions
- $2,569,077
Expenses & distributions
- Benefits paid
- $1,212,616
- Administrative expenses
- $90,207
- Total expenses
- $1,303,374
- Net increase / (decrease)
- $1,265,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,386 | $0 | 2023 |
| Zephyr Investment Management | ADVISOR | $35,821 | not reported in the loaded dataset | 2023 |