2023 Form 5500 filing — Shefa School 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 20250320075813NAL0006536913001) for Shefa School 403(B) Plan, reported by Shefa School under EIN 47-2048496 and plan number 002. It reports 153 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)$6.7MReported net assets$6,659,212
Participants153
Provider compensation$5.6K1 Schedule C row(s)$5,560
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250320075813NAL0006536913001
- Plan sponsor
- Shefa School
- EIN
- 47-2048496
- 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)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,659,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,659,212
- Employer contributions
- $412,124
- Participant contributions
- $719,406
- Total income / additions
- $2,046,318
- Benefits paid
- $306,359
- Administrative expenses
- $5,560
- Total expenses
- $311,919
- Net increase / (decrease)
- $1,734,399
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Fiduciary | RECORDKEEPER | $5,560 | $0 |