2023 Form 5500 filing — Jewish Federation Of Metropolitan Detroit 403(B) 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 20240930112601NAL0005475489001) for Jewish Federation Of Metropolitan Detroit 403(B) Plan, reported by Jewish Federation Of Metropolitan Detroit under EIN 38-1359214 and plan number 001. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930112601NAL0005475489001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jewish Federation Of Metropolitan Detroit
- EIN
- 38-1359214
- Plan number
- 001
- Location
- Bloomfield Hills, MI
- Participants
- 903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,802,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,802,370
- Employer contributions
- $1,554
- Participant contributions
- $2,054,633
- Total income / additions
- $6,163,082
- Benefits paid
- $1,280,573
- Administrative expenses
- $74,741
- Total expenses
- $1,355,314
- Net increase / (decrease)
- $4,807,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | FINANCIAL ADVISOR | $48,454 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER | $25,027 | $0 |