2023 Form 5500 filing — Jewish Board Of Family And Children'S Services 403b 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 20241015130749NAL0028520833001) for Jewish Board Of Family And Children'S Services 403b Plan, reported by Jewish Board Of Family & Children'S Services under EIN 13-5564937 and plan number 001. It reports 2,576 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)$29.7MReported net assets$29,719,120
Participants2.6K2,576
Provider compensation$128.5K2 Schedule C row(s)$128,470
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015130749NAL0028520833001
Plan sponsor
Jewish Board Of Family & Children'S Services
EIN
13-5564937
Plan number
001
Location
New York, NY
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)$29.7M total assets
Net assets$29.7MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
EmployerNot reported
Participant$2.6M
Full reported line items
Total assets (EOY)
$29,719,120
Total liabilities (EOY)
$0
Net assets (EOY)
$29,719,120
Participant contributions
$2,647,116
Total income / additions
$7,035,196
Benefits paid
$4,351,288
Administrative expenses
$128,470
Total expenses
$4,479,758
Net increase / (decrease)
$2,555,438
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $128.5K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015130749NAL0028520833001 cover?
It is the 2023 Form 5500 filing for Jewish Board Of Family And Children'S Services 403b Plan, reported by Jewish Board Of Family & Children'S Services (EIN 13-5564937).
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