Plan5500

403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co — Form 5500 plan (Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach)

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 Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co is a benefit plan reported by Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach under EIN 59-1520581 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $6,936,748 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,936,748
Participants202Covered participants reported
Assets / participant$34.3KComputed: assets ÷ participants$34,340 (computed)
Provider compensation$6742 Schedule C provider row(s)
Plan sponsor
Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach
EIN
59-1520581
Plan number
002
Plan type
2
Location
West Palm Beach, FL
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
    202 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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$0
Participant$274.3K
Full reported line items

Net assets

Total assets (EOY)
$6,936,748
Total liabilities (EOY)
$0
Net assets (EOY)
$6,936,748
Net assets (BOY)
$6,641,224

Income & contributions

Employer contributions
$0
Participant contributions
$274,307
Total contributions
$382,978
Total income / additions
$1,321,979

Expenses & distributions

Benefits paid
$1,025,754
Administrative expenses
$701
Total expenses
$1,026,455
Net increase / (decrease)
$295,524
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 0%Participant 100%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income78%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$462
    RECORDKEEPER · Direct $462 · Indirect $0
  2. 2
    Lincoln National Corporation$212
    SERVICE PROVIDER · Direct $212 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co?
403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co is reported as sponsored by Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach (EIN 59-1520581, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co is 2023.
How many participants does 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co report?
403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co reports 202 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co?
403(B) Thrift Plan Of Ferd And Gladys Alpert Jewish Family Childrens Service Of Palm Beach Co reports $6,936,748 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