2023 Form 5500 filing — Jewish Family Service Of Los Angeles 401 (K) 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 20241014133910NAL0044685472001) for Jewish Family Service Of Los Angeles 401 (K) Plan, reported by Jewish Family Service Of Los Angeles under EIN 95-1691013 and plan number 001. It reports 259 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)$9.6MReported net assets$9,643,498
Participants259
Provider compensation$90.2K2 Schedule C row(s)$90,207
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014133910NAL0044685472001
- Plan sponsor
- Jewish Family Service Of Los Angeles
- EIN
- 95-1691013
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
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)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,643,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,643,498
- Employer contributions
- $567,998
- Participant contributions
- $615,097
- Total income / additions
- $2,569,077
- Benefits paid
- $1,212,616
- Administrative expenses
- $90,207
- Total expenses
- $1,303,374
- Net increase / (decrease)
- $1,265,703
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,386 | $0 |
| Zephyr Investment Management | ADVISOR | $35,821 | not reported in the loaded dataset |