2023 Form 5500 filing — American Jewish World Service 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 20241011123938NAL0021872753004) for American Jewish World Service 403(B) Plan, reported by American Jewish World Service, Inc. under EIN 22-2584370 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123938NAL0021872753004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Jewish World Service, Inc.
- EIN
- 22-2584370
- Plan number
- 002
- Location
- New York, NY
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,208,860
- Net assets (EOY)
- $18,208,860
- Employer contributions
- $427,305
- Participant contributions
- $943,857
- Total income / additions
- $4,126,012
- Benefits paid
- $820,867
- Administrative expenses
- $93,141
- Total expenses
- $914,008
- Net increase / (decrease)
- $3,212,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $83,564 | $7,052 |
| Triad Advisors, LLC | BROKER | not reported in the loaded dataset | $49,374 |
| Intac Actuarial Services, Inc. | THIRD PARTY ADMINISTRATOR | $9,649 | not reported in the loaded dataset |