2023 Form 5500 filing — Jfgi, Inc. And Affiliated Agencies 401(K) 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 20240912174035NAL0014597824001) for Jfgi, Inc. And Affiliated Agencies 401(K) Plan, reported by Jewish Federation Of Greater Indianapolis, Inc. under EIN 35-0888017 and plan number 003. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912174035NAL0014597824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Federation Of Greater Indianapolis, Inc.
- EIN
- 35-0888017
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,303,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,303,436
- Employer contributions
- $359,721
- Participant contributions
- $316,698
- Total income / additions
- $1,622,204
- Benefits paid
- $1,083,206
- Administrative expenses
- $51,116
- Total expenses
- $1,134,817
- Net increase / (decrease)
- $487,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Llp | AUDITOR | $24,675 | not reported in the loaded dataset |
| Metlife Life Insurance Company | RECORDKEEPER | $21,780 | $0 |