2023 Form 5500 filing — 403(B) Thrift Plan Of Jewish Federation Of Greater Long Beach & West Orange County

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 20241015124809NAL0049460832001) for 403(B) Thrift Plan Of Jewish Federation Of Greater Long Beach & West Orange County, reported by Jewish Federation Of Greater Long Beach West Orange County under EIN 95-1647830 and plan number 003. It reports 225 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)$4.2MReported net assets$4,249,219

Participants225

Provider compensation$5501 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015124809NAL0049460832001
Plan sponsor: Jewish Federation Of Greater Long Beach West Orange County
EIN: 95-1647830
Plan number: 003
Location: Long Beach, CA
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)$4.2M total assets

Net assets$4.2MLiabilities$0

Money in vs. money out

Total income / additions$713.4K

Total expenses$344.2K

Benefits paid / distributions$343.6K

Contributions

Employer$86.9K

Participant$115.4K

Full reported line items

Total assets (EOY): $4,249,219
Total liabilities (EOY): $0
Net assets (EOY): $4,249,219
Employer contributions: $86,948
Participant contributions: $115,422
Total income / additions: $713,360
Benefits paid: $343,628
Administrative expenses: $550
Total expenses: $344,178
Net increase / (decrease): $369,182

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$550
RECORD KEEPER · Direct $550 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015124809NAL0049460832001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Jewish Federation Of Greater Long Beach & West Orange County, reported by Jewish Federation Of Greater Long Beach West Orange County (EIN 95-1647830).
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).