2023 Form 5500 filing — Tampa Jcc/Federation, Inc. 401k
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 20241021084117NAL0003143346001) for Tampa Jcc/Federation, Inc. 401k, reported by Tampa Jcc/Federation, Inc. under EIN 23-7182057 and plan number 001. It reports 214 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)$1.2MReported net assets$1,223,966
Participants214
Provider compensation$7.5K3 Schedule C row(s)$7,516
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241021084117NAL0003143346001
- Plan sponsor
- Tampa Jcc/Federation, Inc.
- EIN
- 23-7182057
- Plan number
- 001
- Location
- Tampa, FL
- 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)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,223,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,223,966
- Participant contributions
- $137,519
- Total income / additions
- $296,919
- Benefits paid
- $41,057
- Administrative expenses
- $7,517
- Total expenses
- $48,607
- Net increase / (decrease)
- $248,312
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jaffe Tilchin Investment Partners | INVESTMENT/FINANCIAL ADVI | $5,191 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,325 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |