2023 Form 5500 filing — 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co

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 20240905120612NAL0034934064001) for 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co, reported by Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach under EIN 59-1520581 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)$6.9MReported net assets$6,936,748

Participants202

Provider compensation$6742 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240905120612NAL0034934064001
Plan sponsor: Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach
EIN: 59-1520581
Plan number: 002
Location: West Palm Beach, FL
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)$6.9M total assets

Net assets$6.9MLiabilities$0

Money in vs. money out

Total income / additions$1.3M

Total expenses$1M

Benefits paid / distributions$1M

Contributions

Employer$0

Participant$274.3K

Full reported line items

Total assets (EOY): $6,936,748
Total liabilities (EOY): $0
Net assets (EOY): $6,936,748
Employer contributions: $0
Participant contributions: $274,307
Total income / additions: $1,321,979
Benefits paid: $1,025,754
Administrative expenses: $701
Total expenses: $1,026,455
Net increase / (decrease): $295,524

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$462
RECORDKEEPER · Direct $462 · Indirect $0
2
Lincoln National Corporation$212
SERVICE PROVIDER · Direct $212 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905120612NAL0034934064001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co, reported by Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach (EIN 59-1520581).
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).