2023 Form 5500 filing — Jewish Family And Children'S Services Of Minneapolis 401(K) Profit Sharing 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 20240815094123NAL0022077616001) for Jewish Family And Children'S Services Of Minneapolis 401(K) Profit Sharing Plan, reported by Jewish Family And Children'S Service Of Minneapolis under EIN 41-0693860 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,641,015

Participants202

Provider compensation$6761 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240815094123NAL0022077616001
Plan sponsor: Jewish Family And Children'S Service Of Minneapolis
EIN: 41-0693860
Plan number: 002
Location: Golden Valley, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.6M total assets

Net assets$6.6MLiabilities$0

Money in vs. money out

Total income / additions$1.6M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$193.5K

Participant$386.2K

Full reported line items

Total assets (EOY): $6,641,015
Total liabilities (EOY): $0
Net assets (EOY): $6,641,015
Employer contributions: $193,485
Participant contributions: $386,166
Total income / additions: $1,586,406
Benefits paid: $1,118,290
Administrative expenses: $676
Total expenses: $1,118,966
Net increase / (decrease): $467,440

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mutual Of America Investment Corp$676
RECORD KEEPER · Direct $676 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815094123NAL0022077616001 cover?: It is the 2023 Form 5500 filing for Jewish Family And Children'S Services Of Minneapolis 401(K) Profit Sharing Plan, reported by Jewish Family And Children'S Service Of Minneapolis (EIN 41-0693860).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).