2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Jewish Family & Children'S Service Of The Suncoast, Inc.

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 20250501074100NAL0002936593001) for 403(B) Thrift Plan For Employees Of Jewish Family & Children'S Service Of The Suncoast, Inc., reported by Jewish Family & Children'S Service Of The Suncoast, Inc. under EIN 59-2693318 and plan number 002. It reports 191 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)$3.8MReported net assets$3,804,397

Participants191

Provider compensation$5891 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250501074100NAL0002936593001
Plan sponsor: Jewish Family & Children'S Service Of The Suncoast, Inc.
EIN: 59-2693318
Plan number: 002
Location: Sarasota, FL
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)$3.8M total assets

Net assets$3.8MLiabilities$0

Money in vs. money out

Total income / additions$854K

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$44.5K

Participant$175.3K

Full reported line items

Total assets (EOY): $3,804,397
Total liabilities (EOY): $0
Net assets (EOY): $3,804,397
Employer contributions: $44,474
Participant contributions: $175,337
Total income / additions: $853,954
Benefits paid: $1,592,419
Administrative expenses: $589
Total expenses: $1,593,008
Net increase / (decrease): -$739,054

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$589
RECORD KEEPER · Direct $589 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501074100NAL0002936593001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Jewish Family & Children'S Service Of The Suncoast, Inc., reported by Jewish Family & Children'S Service Of The Suncoast, Inc. (EIN 59-2693318).
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).