Plan5500

Jewish National Fund 403(B) Erisa Tax Sheltered Annuity Plan — Form 5500 plan (Jewish National Fund, 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 National Fund 403(B) Erisa Tax Sheltered Annuity Plan is a benefit plan reported by Jewish National Fund, Inc. under EIN 13-1659627 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $38,737,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jewish National Fund, Inc.
EIN
13-1659627
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
295
End-of-year plan assets
$38,737,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241014113627NAL0014852419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,737,815
Total liabilities (EOY)
$0
Net assets (EOY)
$38,737,815
Net assets (BOY)
$31,466,329

Income & contributions

Employer contributions
$1,974,823
Participant contributions
$1,664,311
Total contributions
$3,669,395
Total income / additions
$8,766,011

Expenses & distributions

Benefits paid
$1,366,626
Administrative expenses
$127,899
Total expenses
$1,494,525
Net increase / (decrease)
$7,271,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsNONE$47,065not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$45,541$02023
Commonwealth Financial NetworkNONE$33,613not reported in the loaded dataset2023

Related Form 5500 pages