Plan5500

North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan — Form 5500 plan (North Jersey Elks)

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, North Jersey Elks Developmental Disabilities Agency Employees' Retirement Plan is a benefit plan reported by North Jersey Elks under EIN 22-2675421 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $12,322,549 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.3MPlan net assets, end of year$12,322,549
Participants329Covered participants reported
Assets / participant$37.5KComputed: assets ÷ participants$37,455 (computed)
Provider compensation$50.1K1 Schedule C provider row(s)$50,132
Plan sponsor
North Jersey Elks
EIN
22-2675421
Plan number
001
Plan type
2
Location
Clifton, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023329H, C20250414080519NAL0002846320001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.2M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$12,322,549
Total liabilities (EOY)
$0
Net assets (EOY)
$12,322,549
Net assets (BOY)
$12,439,988

Income & contributions

Employer contributions
$1,156,550
Participant contributions
$0
Total contributions
$1,156,550
Total income / additions
$1,803,604

Expenses & distributions

Benefits paid
$1,864,804
Administrative expenses
$56,239
Total expenses
$1,921,043
Net increase / (decrease)
-$117,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$50,132$02023

Related Form 5500 pages