2023 Form 5500 filing — Jewish Community Federation 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 20241015150451NAL0030093921001) for Jewish Community Federation 403(B) Plan, reported by Jewish Community Federation Of San Francisco, The Peninsula, Marin And under EIN 94-1156533 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150451NAL0030093921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Community Federation Of San Francisco, The Peninsula, Marin And
- EIN
- 94-1156533
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,228,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,228,690
- Employer contributions
- $345,807
- Participant contributions
- $781,547
- Total income / additions
- $3,097,935
- Benefits paid
- $972,436
- Administrative expenses
- $60,374
- Total expenses
- $1,032,810
- Net increase / (decrease)
- $2,065,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Primark Benefits | CONTRACT AND RECORD | $43,883 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $11,488 | $0 |
| Charles Schwab | DIRECTED TRUSTEE/CUST | $5,003 | $0 |