2023 Form 5500 filing — Tax Deferred Annuity Plan Of Jewish Family Service Of Atlantic County

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 20241018120202NAL0034173985001) for Tax Deferred Annuity Plan Of Jewish Family Service Of Atlantic County, reported by Jewish Family Service Of Atlantic County, Inc. under EIN 22-2119902 and plan number 002. It reports 378 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$9,000,779
Participants378
Provider compensation$5961 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241018120202NAL0034173985001
Plan sponsor
Jewish Family Service Of Atlantic County, Inc.
EIN
22-2119902
Plan number
002
Location
Margate City, NJ
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
Money in vs. money out
Total income / additions$1.9M
Total expenses$247.7K
Benefits paid / distributions$247.1K
Contributions
Employer$354.4K
Participant$221.4K
Full reported line items
Total assets (EOY)
$9,000,779
Net assets (EOY)
$9,000,779
Employer contributions
$354,358
Participant contributions
$221,356
Total income / additions
$1,871,139
Benefits paid
$247,091
Administrative expenses
$635
Total expenses
$247,726
Net increase / (decrease)
$1,623,413
Schedule C

Reported service provider compensation

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

  1. 1
    INSURANCE CARRIER · Direct $596

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241018120202NAL0034173985001 cover?
It is the 2023 Form 5500 filing for Tax Deferred Annuity Plan Of Jewish Family Service Of Atlantic County, reported by Jewish Family Service Of Atlantic County, Inc. (EIN 22-2119902).
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