Plan5500

403b Thrift Plan Of Marcus Jewish Community Center Of Atlanta, Inc. — Form 5500 plan (Marcus Jewish Community Center Of Atlanta)

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, 403b Thrift Plan Of Marcus Jewish Community Center Of Atlanta, Inc. is a benefit plan reported by Marcus Jewish Community Center Of Atlanta under EIN 58-0566126 and plan number 003. The latest loaded filing year is 2023. The filing reports 235 participants and $11,418,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marcus Jewish Community Center Of Atlanta
EIN
58-0566126
Plan number
003
Plan type
2
Location
Dunwoody, GA
Latest filing year
2023
Participants
235
End-of-year plan assets
$11,418,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241015113654NAL0055797842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,418,896
Total liabilities (EOY)
$0
Net assets (EOY)
$11,418,896
Net assets (BOY)
$9,855,690

Income & contributions

Employer contributions
$107,473
Participant contributions
$595,822
Total contributions
$710,412
Total income / additions
$2,440,529

Expenses & distributions

Benefits paid
$846,280
Administrative expenses
$31,043
Total expenses
$877,323
Net increase / (decrease)
$1,563,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Servicesnot reported in the loaded dataset$20,481not reported in the loaded dataset2023
Mutual Of America Life Insurance Conot reported in the loaded dataset$818not reported in the loaded dataset2023
Tiaa10519not reported in the loaded dataset$02023

Related Form 5500 pages