Jewish Community Centers Of Greater Boston, Inc. 403(B) Retirement Plan — Form 5500 plan (Jewish Community Centers 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, Jewish Community Centers Of Greater Boston, Inc. 403(B) Retirement Plan is a benefit plan reported by Jewish Community Centers Of Greater Boston, Inc. under EIN 04-2317972 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $7,826,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Community Centers Of Greater Boston, Inc.
- EIN
- 04-2317972
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $7,826,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20240730100146NAL0020510033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,826,182
- Net assets (EOY)
- $7,826,182
- Net assets (BOY)
- $7,077,781
Income & contributions
- Participant contributions
- $679,763
- Total contributions
- $679,763
- Total income / additions
- $1,775,658
Expenses & distributions
- Benefits paid
- $995,126
- Administrative expenses
- $32,131
- Total expenses
- $1,027,257
- Net increase / (decrease)
- $748,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,306 | $0 | 2023 |
| Summit Financial Corporation | CONTRACT ADMINISTRATOR | $8,343 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | BROKER DEALER OF ADVISOR | $7,307 | not reported in the loaded dataset | 2023 |
| Rpw Solutions, LLC. | TPA, FIDUCIARY ADVISOR | $6,181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish Community Centers Of Greater Boston, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newton, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Summit Financial Corporation — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Rpw Solutions, LLC. — Schedule C compensation