2023 Form 5500 filing — 403b Thrift Plan Of Marcus Jewish Community Center Of Atlanta, Inc.
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 20241015113654NAL0055797842001) for 403b Thrift Plan Of Marcus Jewish Community Center Of Atlanta, Inc., reported by Marcus Jewish Community Center Of Atlanta under EIN 58-0566126 and plan number 003. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113654NAL0055797842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marcus Jewish Community Center Of Atlanta
- EIN
- 58-0566126
- Plan number
- 003
- Location
- Dunwoody, GA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,418,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,418,896
- Employer contributions
- $107,473
- Participant contributions
- $595,822
- Total income / additions
- $2,440,529
- Benefits paid
- $846,280
- Administrative expenses
- $31,043
- Total expenses
- $877,323
- Net increase / (decrease)
- $1,563,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | not reported in the loaded dataset | $20,481 | not reported in the loaded dataset |
| Mutual Of America Life Insurance Co | not reported in the loaded dataset | $818 | not reported in the loaded dataset |
| Tiaa | 10519 | not reported in the loaded dataset | $0 |