2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Evelyn Rubenstein Jewish Community Center Of Houston, Texas

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 20250203163145NAL0007150673001) for 403(B) Thrift Plan For Employees Of Evelyn Rubenstein Jewish Community Center Of Houston, Texas, reported by Evelyn Rubenstein Jewish Commu under EIN 74-1198298 and plan number 003. It reports 430 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)$11.1MReported net assets$11,095,529
Participants430
Provider compensation$2.1K1 Schedule C row(s)$2,105
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250203163145NAL0007150673001
Plan sponsor
Evelyn Rubenstein Jewish Commu
EIN
74-1198298
Plan number
003
Location
Houston, TX
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$727K
Benefits paid / distributions$724.9K
Contributions
Employer$138.3K
Participant$339K
Full reported line items
Total assets (EOY)
$11,095,529
Total liabilities (EOY)
$0
Net assets (EOY)
$11,095,529
Employer contributions
$138,251
Participant contributions
$338,978
Total income / additions
$2,159,308
Benefits paid
$724,889
Administrative expenses
$2,105
Total expenses
$726,994
Net increase / (decrease)
$1,432,314
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $2.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203163145NAL0007150673001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Evelyn Rubenstein Jewish Community Center Of Houston, Texas, reported by Evelyn Rubenstein Jewish Commu (EIN 74-1198298).
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