2023 Form 5500 filing — Jewish Family And Children'S Service Tax Deferred Pension 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 20241015133914NAL0016509667001) for Jewish Family And Children'S Service Tax Deferred Pension Plan, reported by Jewish Family And Childrens Service Of Philadelphia, Inc. under EIN 23-1352026 and plan number 001. It reports 174 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)$9MReported net assets$8,981,868
Participants174
Provider compensation$67.5K3 Schedule C row(s)$67,526
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015133914NAL0016509667001
Plan sponsor
Jewish Family And Childrens Service Of Philadelphia, Inc.
EIN
23-1352026
Plan number
001
Location
Bala Cynwyd, PA
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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$497.2K
Benefits paid / distributions$432.5K
Contributions
Employer$225.5K
Participant$432.8K
Full reported line items
Total assets (EOY)
$8,981,868
Total liabilities (EOY)
$0
Net assets (EOY)
$8,981,868
Employer contributions
$225,484
Participant contributions
$432,775
Total income / additions
$1,839,356
Benefits paid
$432,509
Administrative expenses
$64,691
Total expenses
$497,200
Net increase / (decrease)
$1,342,156
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMIN · Direct $38.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $28.7K
  3. 3
    CONTRACT ADMIN · Direct $410 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133914NAL0016509667001 cover?
It is the 2023 Form 5500 filing for Jewish Family And Children'S Service Tax Deferred Pension Plan, reported by Jewish Family And Childrens Service Of Philadelphia, Inc. (EIN 23-1352026).
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