Oshman Family Jewish Community Center 403(B) Plan — Form 5500 plan (Oshman Family Jewish Community Center)
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, Oshman Family Jewish Community Center 403(B) Plan is a benefit plan reported by Oshman Family Jewish Community Center under EIN 77-0185734 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $10,570,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oshman Family Jewish Community Center
- EIN
- 77-0185734
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $10,570,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241014122213NAL0014912883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,570,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,570,346
- Net assets (BOY)
- $8,062,612
Income & contributions
- Employer contributions
- $226,919
- Participant contributions
- $877,800
- Total contributions
- $1,112,944
- Total income / additions
- $2,689,221
Expenses & distributions
- Benefits paid
- $130,715
- Administrative expenses
- $50,772
- Total expenses
- $181,487
- Net increase / (decrease)
- $2,507,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Primark Benefits | CONTRACT AND RECORD KEEP | $41,838 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $8,934 | $0 | 2023 |