Joseph Kushner Hebrew Academy 403(B) Dc Plan — Form 5500 plan (Joseph Kushner Hebrew Academy)
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, Joseph Kushner Hebrew Academy 403(B) Dc Plan is a benefit plan reported by Joseph Kushner Hebrew Academy under EIN 22-1520392 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $22,707,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph Kushner Hebrew Academy
- EIN
- 22-1520392
- Plan number
- 001
- Plan type
- 2
- Location
- Livingston, NJ
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $22,707,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20240826111756NAL0015672944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,707,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,707,936
- Net assets (BOY)
- $18,895,429
Income & contributions
- Employer contributions
- $147,428
- Participant contributions
- $539,356
- Total contributions
- $687,486
- Total income / additions
- $4,194,728
Expenses & distributions
- Benefits paid
- $348,892
- Administrative expenses
- $33,329
- Total expenses
- $382,221
- Net increase / (decrease)
- $3,812,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $11,547 | $0 | 2023 |
| Caron & Bletzer, Pllc | NONE | $11,200 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $10,509 | not reported in the loaded dataset | 2023 |