2023 Form 5500 filing — Jewish Social Service Agency 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 20241015105216NAL0057083330001) for Jewish Social Service Agency 403(B) Plan, reported by Jewish Social Service Agency under EIN 53-0196598 and plan number 001. It reports 512 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)$14.3MReported net assets$14,294,058
Participants512
Provider compensation$79.2K2 Schedule C row(s)$79,191
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015105216NAL0057083330001
Plan sponsor
Jewish Social Service Agency
EIN
53-0196598
Plan number
001
Location
Rockville, MD
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)$14.3M total assets
Net assets$14.3MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$174.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$14,294,058
Total liabilities (EOY)
$0
Net assets (EOY)
$14,294,058
Employer contributions
$174,835
Participant contributions
$1,190,844
Total income / additions
$3,580,589
Benefits paid
$1,471,272
Administrative expenses
$52,344
Total expenses
$1,523,616
Net increase / (decrease)
$2,056,973
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $48.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $31K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015105216NAL0057083330001 cover?
It is the 2023 Form 5500 filing for Jewish Social Service Agency 403(B) Plan, reported by Jewish Social Service Agency (EIN 53-0196598).
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