2023 Form 5500 filing — Jewish Community Centers Of Greater Boston, Inc. 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730100146NAL0020510033001) for Jewish Community Centers Of Greater Boston, Inc. 403(B) Retirement Plan, reported by Jewish Community Centers Of Greater Boston, Inc. under EIN 04-2317972 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730100146NAL0020510033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Community Centers Of Greater Boston, Inc.
- EIN
- 04-2317972
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,826,182
- Net assets (EOY)
- $7,826,182
- Participant contributions
- $679,763
- Total income / additions
- $1,775,658
- Benefits paid
- $995,126
- Administrative expenses
- $32,131
- Total expenses
- $1,027,257
- Net increase / (decrease)
- $748,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,306 | $0 |
| Summit Financial Corporation | CONTRACT ADMINISTRATOR | $8,343 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | BROKER DEALER OF ADVISOR | $7,307 | not reported in the loaded dataset |
| Rpw Solutions, LLC. | TPA, FIDUCIARY ADVISOR | $6,181 | not reported in the loaded dataset |