Judson 403(B) Plan — Form 5500 plan (Judson)
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, Judson 403(B) Plan is a benefit plan reported by Judson under EIN 34-0714539 and plan number 002. The latest loaded filing year is 2023. The filing reports 629 participants and $9,605,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Judson
- EIN
- 34-0714539
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 629
- End-of-year plan assets
- $9,605,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 629 | H, C | 20241001135154NAL0004075171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,605,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,605,332
- Net assets (BOY)
- $8,376,272
Income & contributions
- Employer contributions
- $261,100
- Participant contributions
- $945,919
- Total contributions
- $1,213,751
- Total income / additions
- $2,405,009
Expenses & distributions
- Benefits paid
- $1,126,335
- Administrative expenses
- $49,614
- Total expenses
- $1,175,949
- Net increase / (decrease)
- $1,229,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $27,955 | $0 | 2023 |
| Morgan Stanley Wealth Management | ADVISOR | $21,659 | not reported in the loaded dataset | 2023 |