2023 Form 5500 filing — Jewish Family Service Of Dallas 403(B) Savings 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 20241014065145NAL0052606034001) for Jewish Family Service Of Dallas 403(B) Savings Plan, reported by Jewish Family Service Of Dallas, Inc. under EIN 75-1992728 and plan number 003. It reports 124 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)$5.6MReported net assets$5,635,574
Participants124
Provider compensation$6.1K2 Schedule C row(s)$6,126
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014065145NAL0052606034001
Plan sponsor
Jewish Family Service Of Dallas, Inc.
EIN
75-1992728
Plan number
003
Location
Dallas, TX
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$490.6K
Benefits paid / distributions$484.5K
Contributions
Employer$88.4K
Participant$398.1K
Full reported line items
Total assets (EOY)
$5,635,574
Total liabilities (EOY)
$0
Net assets (EOY)
$5,635,574
Employer contributions
$88,398
Participant contributions
$398,101
Total income / additions
$1,198,161
Benefits paid
$484,504
Administrative expenses
$6,127
Total expenses
$490,631
Net increase / (decrease)
$707,530
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $6.1K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014065145NAL0052606034001 cover?
It is the 2023 Form 5500 filing for Jewish Family Service Of Dallas 403(B) Savings Plan, reported by Jewish Family Service Of Dallas, Inc. (EIN 75-1992728).
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