2023 Form 5500 filing — Jewish Home Of San Francisco 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 20241010174135NAL0020637313001) for Jewish Home Of San Francisco 403(B) Plan, reported by Hebrew Home For The Aged Disabled under EIN 94-0545320 and plan number 003. It reports 969 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)$22.7MReported net assets$22,654,654
Participants969
Provider compensation$27.9K1 Schedule C row(s)$27,945
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010174135NAL0020637313001
Plan sponsor
Hebrew Home For The Aged Disabled
EIN
94-0545320
Plan number
003
Location
San Francisco, 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)$22.7M total assets
Net assets$22.7MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$307K
Participant$1.3M
Full reported line items
Total assets (EOY)
$22,654,654
Total liabilities (EOY)
$0
Net assets (EOY)
$22,654,654
Employer contributions
$307,034
Participant contributions
$1,250,441
Total income / additions
$4,210,221
Benefits paid
$1,265,117
Administrative expenses
$27,945
Total expenses
$1,293,062
Net increase / (decrease)
$2,917,159
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD-KEEPER · Direct $27.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010174135NAL0020637313001 cover?
It is the 2023 Form 5500 filing for Jewish Home Of San Francisco 403(B) Plan, reported by Hebrew Home For The Aged Disabled (EIN 94-0545320).
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