Jewish Federation Of Spbc, Inc. 401(K) Plan — Form 5500 plan (Jewish Federation Of South Palm Beach County, Inc.)
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, Jewish Federation Of Spbc, Inc. 401(K) Plan is a benefit plan reported by Jewish Federation Of South Palm Beach County, Inc. under EIN 59-1945109 and plan number 001. The latest loaded filing year is 2023. The filing reports 978 participants and $22,374,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Federation Of South Palm Beach County, Inc.
- EIN
- 59-1945109
- Plan number
- 001
- Plan type
- 3
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 978
- End-of-year plan assets
- $22,374,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 978 | H, C | 20241014062853NAL0012935219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,374,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,374,563
- Net assets (BOY)
- $18,731,151
Income & contributions
- Employer contributions
- $467,366
- Participant contributions
- $1,532,696
- Total contributions
- $2,467,155
- Total income / additions
- $5,971,719
Expenses & distributions
- Benefits paid
- $2,248,107
- Administrative expenses
- $80,200
- Total expenses
- $2,328,307
- Net increase / (decrease)
- $3,643,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $52,366 | not reported in the loaded dataset | 2023 |
| Perigon Wealth Management, LLC | N/A | $17,500 | not reported in the loaded dataset | 2023 |
| Fidelity Personal Trust Company | N/A | $10,334 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish Federation Of South Palm Beach County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Sentinel Benefits Group, LLC — Schedule C compensation
- Perigon Wealth Management, LLC — Schedule C compensation
- Fidelity Personal Trust Company — Schedule C compensation