2023 Form 5500 filing — Jewish Family Service 403b Tax Deferred Annuity 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 20240812134610NAL0009398753001) for Jewish Family Service 403b Tax Deferred Annuity Plan, reported by Jewish Family Service Of Tidewater, Inc. under EIN 54-0854002 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812134610NAL0009398753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Family Service Of Tidewater, Inc.
- EIN
- 54-0854002
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,049,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,049,972
- Employer contributions
- $677
- Participant contributions
- $167,132
- Total income / additions
- $955,250
- Benefits paid
- $1,631,657
- Administrative expenses
- $41,991
- Total expenses
- $1,674,144
- Net increase / (decrease)
- -$718,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bam Advisor Services, LLC | INVESTMENT ADVISOR | $20,726 | $0 |
| Alerus Financial | CUSTODIAN/ RECORDKEEPER | $13,598 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | $0 |