Jewish Family & Children'S Service Retirement Plan — Form 5500 plan (Jewish Family & Children'S Service, 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 Family & Children'S Service Retirement Plan is a benefit plan reported by Jewish Family & Children'S Service, Inc. under EIN 86-0096781 and plan number 003. The latest loaded filing year is 2023. The filing reports 662 participants and $13,923,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jewish Family & Children'S Service, Inc.
EIN
86-0096781
Plan number
003
Plan type
3
Location
Phoenix, AZ
Latest filing year
2023
Participants
662
End-of-year plan assets
$13,923,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023662H, C20250414202915NAL0002341729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,923,314
Total liabilities (EOY)
$0
Net assets (EOY)
$13,923,314
Net assets (BOY)
$12,556,093

Income & contributions

Employer contributions
$392,680
Participant contributions
$713,039
Total contributions
$1,127,876
Total income / additions
$2,804,626

Expenses & distributions

Benefits paid
$1,339,725
Administrative expenses
$97,550
Total expenses
$1,437,436
Net increase / (decrease)
$1,367,190

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$1,362$33,1092023
AscensusTHIRD PARTY ADMINISTRATO$0$9,9852023

Related Form 5500 pages