Tax Deferred Annuity Plan Of The Jewish Association For Services For The Aged — Form 5500 plan (The Jewish Association For Services For The Aged)
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, Tax Deferred Annuity Plan Of The Jewish Association For Services For The Aged is a benefit plan reported by The Jewish Association For Services For The Aged under EIN 13-2620896 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $15,001,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jewish Association For Services For The Aged
- EIN
- 13-2620896
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $15,001,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20250306110750NAL0010254033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,001,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,001,822
- Net assets (BOY)
- $13,095,054
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $675,804
- Total contributions
- $702,610
- Total income / additions
- $2,705,588
Expenses & distributions
- Benefits paid
- $796,875
- Administrative expenses
- $1,945
- Total expenses
- $798,820
- Net increase / (decrease)
- $1,906,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Financial Life Insurance | RECORD KEEPER | $0 | $2,559 | 2023 |
| Mutual Of America Investment Corp | RECORD KEEPER | $1,714 | $0 | 2023 |