Plan5500

403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. — Form 5500 plan (The William Breman Jewish Home)

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, 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. is a benefit plan reported by The William Breman Jewish Home under EIN 58-0610059 and plan number 003. The latest loaded filing year is 2023. The filing reports 666 participants and $5,795,785 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.8MPlan net assets, end of year$5,795,785
Participants666Covered participants reported
Assets / participant$8.7KComputed: assets ÷ participants$8,702 (computed)
Provider compensation$6271 Schedule C provider row(s)
Plan sponsor
The William Breman Jewish Home
EIN
58-0610059
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    666 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$303.3K
Benefits paid / distributions$302.5K
Contributions
Employer$166K
Participant$403.4K
Full reported line items

Net assets

Total assets (EOY)
$5,795,785
Total liabilities (EOY)
$0
Net assets (EOY)
$5,795,785
Net assets (BOY)
$4,518,684

Income & contributions

Employer contributions
$165,978
Participant contributions
$403,354
Total contributions
$785,090
Total income / additions
$1,580,409

Expenses & distributions

Benefits paid
$302,523
Administrative expenses
$785
Total expenses
$303,308
Net increase / (decrease)
$1,277,101
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Investment Corp$627
    INSURANCE CARRIER · Direct $627 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc.?
403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. is reported as sponsored by The William Breman Jewish Home (EIN 58-0610059, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc.?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. is 2023.
How many participants does 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. report?
403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. reports 666 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc.?
403(B) Thrift Plan For Employees Of The William Breman Jewish Home, Inc. reports $5,795,785 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages