J127 Education Foundation 403(B) Thrift Plan — Form 5500 plan (J127 Education Foundation)
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, J127 Education Foundation 403(B) Thrift Plan is a benefit plan reported by J127 Education Foundation under EIN 54-1371815 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $5,600,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J127 Education Foundation
- EIN
- 54-1371815
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $5,600,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20241007131953NAL0027512352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,600,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,600,360
- Net assets (BOY)
- $4,507,745
Income & contributions
- Employer contributions
- $54,838
- Participant contributions
- $393,706
- Total contributions
- $477,991
- Total income / additions
- $1,286,476
Expenses & distributions
- Benefits paid
- $165,692
- Administrative expenses
- $28,169
- Total expenses
- $193,861
- Net increase / (decrease)
- $1,092,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James And Associates | SERVICE PROVIDER | $15,916 | $0 | 2023 |
| Ascensus LLC | RECORD KEEPER | $10,618 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $1,600 | $0 | 2023 |
| Atlantic Pension Services | PLAN ADMINISTRATOR | $650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J127 Education Foundation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Raymond James And Associates — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Atlantic Pension Services — Schedule C compensation