2023 Form 5500 filing — 403(B) Thrift Plan Of Jewish Association On Aging And Affiliated Programs

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 20250415091555NAL0001405811001) for 403(B) Thrift Plan Of Jewish Association On Aging And Affiliated Programs, reported by Jewish Association On Aging And Affiliated Programs under EIN 25-1720606 and plan number 001. It reports 253 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)$8.3MReported net assets$8,329,016
Participants253
Provider compensation$1.7K1 Schedule C row(s)$1,665
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415091555NAL0001405811001
Plan sponsor
Jewish Association On Aging And Affiliated Programs
EIN
25-1720606
Plan number
001
Location
Pittsburgh, PA
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$67.3K
Participant$228.8K
Full reported line items
Total assets (EOY)
$8,329,016
Total liabilities (EOY)
$0
Net assets (EOY)
$8,329,016
Employer contributions
$67,272
Participant contributions
$228,794
Total income / additions
$1,488,380
Benefits paid
$1,918,830
Administrative expenses
$702
Total expenses
$1,919,532
Net increase / (decrease)
-$431,152
Schedule C

Reported service provider compensation

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

  1. 1
    INSURANCE CARRIER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415091555NAL0001405811001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Jewish Association On Aging And Affiliated Programs, reported by Jewish Association On Aging And Affiliated Programs (EIN 25-1720606).
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