2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Lawrence Family Jewish Community Center Of San Diego County

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 20241011115639NAL0010886979001) for 403(B) Thrift Plan For Employees Of Lawrence Family Jewish Community Center Of San Diego County, reported by Lawrence Family Jewish Community Of San Diego County under EIN 95-1985444 and plan number 005. It reports 336 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)$7.5MReported net assets$7,517,359

Participants336

Provider compensation$9741 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011115639NAL0010886979001
Plan sponsor: Lawrence Family Jewish Community Of San Diego County
EIN: 95-1985444
Plan number: 005
Location: La Jolla, 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)$7.5M total assets

Net assets$7.5MLiabilities$0

Money in vs. money out

Total income / additions$1.5M

Total expenses$369.8K

Benefits paid / distributions$368.8K

Contributions

Employer$90.6K

Participant$325.6K

Full reported line items

Total assets (EOY): $7,517,359
Total liabilities (EOY): $0
Net assets (EOY): $7,517,359
Employer contributions: $90,630
Participant contributions: $325,554
Total income / additions: $1,482,117
Benefits paid: $368,801
Administrative expenses: $974
Total expenses: $369,775
Net increase / (decrease): $1,112,342

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$974
RECORD KEEPER · Direct $974 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011115639NAL0010886979001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Lawrence Family Jewish Community Center Of San Diego County, reported by Lawrence Family Jewish Community Of San Diego County (EIN 95-1985444).
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).