2023 Form 5500 filing — The Jf&Cs Partnership 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 20241015204447NAL0015388099001) for The Jf&Cs Partnership 403(B) Plan, reported by Jewish Family & Childrens Service under EIN 04-2104356 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204447NAL0015388099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jewish Family & Childrens Service
- EIN
- 04-2104356
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,002,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,002,986
- Employer contributions
- $149,367
- Participant contributions
- $1,100,666
- Total income / additions
- $2,738,073
- Benefits paid
- $798,247
- Administrative expenses
- $118,682
- Total expenses
- $926,203
- Net increase / (decrease)
- $1,811,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $85,086 | $0 |
| Marsh Mclennan Agency | INVESTMENT ADVISOR | $17,646 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $15,950 | not reported in the loaded dataset |