Jewish Home Family 401(K) Plan — Form 5500 plan (Jewish Home Family, 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 Home Family 401(K) Plan is a benefit plan reported by Jewish Home Family, Inc. under EIN 26-0493240 and plan number 001. The latest loaded filing year is 2023. The filing reports 721 participants and $17,785,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Home Family, Inc.
- EIN
- 26-0493240
- Plan number
- 001
- Plan type
- 2
- Location
- Rockleigh, NJ
- Latest filing year
- 2023
- Participants
- 721
- End-of-year plan assets
- $17,785,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 721 | H, C | 20240829093612NAL0013363601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,785,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,785,440
- Net assets (BOY)
- $15,418,790
Income & contributions
- Employer contributions
- $115,090
- Participant contributions
- $1,415,161
- Total contributions
- $1,827,803
- Total income / additions
- $3,706,967
Expenses & distributions
- Benefits paid
- $1,264,100
- Administrative expenses
- $72,335
- Total expenses
- $1,340,317
- Net increase / (decrease)
- $2,366,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $40,963 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $26,256 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,116 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish Home Family, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rockleigh, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation