2023 Form 5500 filing — Oshman Family Jewish Community Center 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 20241014122213NAL0014912883001) for Oshman Family Jewish Community Center 403(B) Plan, reported by Oshman Family Jewish Community Center under EIN 77-0185734 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122213NAL0014912883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oshman Family Jewish Community Center
- EIN
- 77-0185734
- Plan number
- 001
- Location
- Palo Alto, CA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,570,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,570,346
- Employer contributions
- $226,919
- Participant contributions
- $877,800
- Total income / additions
- $2,689,221
- Benefits paid
- $130,715
- Administrative expenses
- $50,772
- Total expenses
- $181,487
- Net increase / (decrease)
- $2,507,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Primark Benefits | CONTRACT AND RECORD KEEP | $41,838 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $8,934 | $0 |