2023 Form 5500 filing — American Jewish University Dc 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 20240830134519NAL0026956688001) for American Jewish University Dc Retirement Plan, reported by American Jewish University under EIN 95-1684064 and plan number 001. It reports 377 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)$20.3MReported net assets$20,308,669
Participants377
Provider compensation$2K1 Schedule C row(s)$2,003
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830134519NAL0026956688001
Plan sponsor
American Jewish University
EIN
95-1684064
Plan number
001
Location
Los Angeles, CA
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)$20.3M total assets
Net assets$20.3MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$548.7K
Benefits paid / distributions$542.7K
Contributions
Employer$291.4K
Participant$439.6K
Full reported line items
Total assets (EOY)
$20,308,669
Total liabilities (EOY)
$0
Net assets (EOY)
$20,308,669
Employer contributions
$291,419
Participant contributions
$439,630
Total income / additions
$3,656,980
Benefits paid
$542,692
Administrative expenses
$5,972
Total expenses
$548,664
Net increase / (decrease)
$3,108,316
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$2K
    NONE · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830134519NAL0026956688001 cover?
It is the 2023 Form 5500 filing for American Jewish University Dc Retirement Plan, reported by American Jewish University (EIN 95-1684064).
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).

Related Form 5500 pages