2023 Form 5500 filing — The Joyce Foundation Employees Pension 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 20240828123708NAL0012149249001) for The Joyce Foundation Employees Pension Plan, reported by The Joyce Foundation under EIN 36-6079185 and plan number 002. It reports 50 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,646,898
Participants50
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828123708NAL0012149249001
Plan sponsor
The Joyce Foundation
EIN
36-6079185
Plan number
002
Location
Chicago, IL
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$677.5K
Benefits paid / distributions$677.5K
Contributions
Employer$732.5K
Participant$0
Full reported line items
Total assets (EOY)
$7,646,898
Total liabilities (EOY)
$0
Net assets (EOY)
$7,646,898
Employer contributions
$732,455
Participant contributions
$0
Total income / additions
$1,942,229
Benefits paid
$677,479
Administrative expenses
$0
Total expenses
$677,479
Net increase / (decrease)
$1,264,750

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828123708NAL0012149249001 cover?
It is the 2023 Form 5500 filing for The Joyce Foundation Employees Pension Plan, reported by The Joyce Foundation (EIN 36-6079185).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages