The Associated Jewish Community Federation Of Baltimore 401(K) Thrift Plan — Form 5500 plan (The Associated Jewish Community Federation Of Baltimore)
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, The Associated Jewish Community Federation Of Baltimore 401(K) Thrift Plan is a benefit plan reported by The Associated Jewish Community Federation Of Baltimore under EIN 52-0607957 and plan number 334. The latest loaded filing year is 2023. The filing reports 981 participants and $57,597,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Associated Jewish Community Federation Of Baltimore
- EIN
- 52-0607957
- Plan number
- 334
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 981
- End-of-year plan assets
- $57,597,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 981 | H, C | 20240715135629NAL0001361537005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,597,422
- Net assets (EOY)
- $57,597,422
- Net assets (BOY)
- $51,533,523
Income & contributions
- Employer contributions
- $1,439,109
- Participant contributions
- $3,038,312
- Total contributions
- $4,708,031
- Total income / additions
- $13,100,781
Expenses & distributions
- Benefits paid
- $6,911,634
- Administrative expenses
- $123,981
- Total expenses
- $7,036,947
- Net increase / (decrease)
- $6,063,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $70,417 | $0 | 2023 |
| Bolton Partners | INVESTMENT ADVISORY | $31,664 | not reported in the loaded dataset | 2023 |
| Ellin & Tucker, Charted | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Associated Jewish Community Federation Of Baltimore
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Ellin & Tucker, Charted — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation