2023 Form 5500 filing — The Jewish Federations Of North America 403(B) Dc 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 20241016080855NAL0017621363001) for The Jewish Federations Of North America 403(B) Dc Plan, reported by The Jewish Federations Of North America under EIN 13-1624240 and plan number 002. It reports 243 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)$22.8MReported net assets$22,763,539
Participants243
Provider compensation$6.2K1 Schedule C row(s)$6,187
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241016080855NAL0017621363001
Plan sponsor
The Jewish Federations Of North America
EIN
13-1624240
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
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)$22.8M total assets
Net assets$22.8MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$632.8K
Participant$1.4M
Full reported line items
Total assets (EOY)
$22,763,539
Total liabilities (EOY)
$0
Net assets (EOY)
$22,763,539
Employer contributions
$632,770
Participant contributions
$1,364,408
Total income / additions
$5,224,460
Benefits paid
$1,627,097
Administrative expenses
$5,987
Total expenses
$1,633,084
Net increase / (decrease)
$3,591,376
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$6.2K
    INSURANCE SERVICES · Direct $6.2K · Indirect $0

Related Form 5500 pages