Combined Jewish Philanthropies Of Greater Boston, Inc. 403(B) Retirement Plan — Form 5500 plan (Combined Jewish Philanthropies Of Greater Boston, Inc.)
Plain-English plan 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, Combined Jewish Philanthropies Of Greater Boston, Inc. 403(B) Retirement Plan is a benefit plan reported by Combined Jewish Philanthropies Of Greater Boston, Inc. under EIN 04-2103559 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $29,134,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Combined Jewish Philanthropies Of Greater Boston, Inc.
- EIN
- 04-2103559
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $29,134,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240724083738NAL0007295411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,134,128
- Net assets (EOY)
- $29,134,128
- Net assets (BOY)
- $24,526,087
Income & contributions
- Employer contributions
- $614,210
- Participant contributions
- $1,471,569
- Total contributions
- $2,174,895
- Total income / additions
- $6,640,322
Expenses & distributions
- Benefits paid
- $1,935,462
- Administrative expenses
- $83,648
- Total expenses
- $2,032,281
- Net increase / (decrease)
- $4,608,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $35,217 | $0 | 2023 |
| Summit Financial Corporation | TPA | $22,766 | not reported in the loaded dataset | 2023 |
| Rpw Solutions, LLC. | TPA, FIDUCIARY ADVISOR | $15,706 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $13,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Combined Jewish Philanthropies Of Greater Boston, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Summit Financial Corporation — Schedule C compensation
- Rpw Solutions, LLC. — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation