La Jewish Home For The Aging Retirement Plan — Form 5500 plan (Los Angeles Jewish Home For The Aging)

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, La Jewish Home For The Aging Retirement Plan is a benefit plan reported by Los Angeles Jewish Home For The Aging under EIN 95-3510024 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,658 participants and $53,965,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Los Angeles Jewish Home For The Aging
EIN
95-3510024
Plan number
002
Plan type
2
Location
Reseda, CA
Latest filing year
2023
Participants
1,658
End-of-year plan assets
$53,965,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,658H, C20250404162700NAL0007035779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,965,137
Total liabilities (EOY)
$0
Net assets (EOY)
$53,965,137
Net assets (BOY)
$49,319,662

Income & contributions

Employer contributions
$1,202,826
Participant contributions
$3,086,587
Total contributions
$4,705,824
Total income / additions
$10,014,341

Expenses & distributions

Benefits paid
$5,339,029
Administrative expenses
$29,837
Total expenses
$5,368,866
Net increase / (decrease)
$4,645,475

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab BankSERVICE PROVIDER$24,733not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$6,938$02023

Related Form 5500 pages