Jewish Community Federation 403(B) Plan — Form 5500 plan (Jewish Community Federation Of San Francisco, The Peninsula, Marin And)
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 Community Federation 403(B) Plan is a benefit plan reported by Jewish Community Federation Of San Francisco, The Peninsula, Marin And under EIN 94-1156533 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $13,228,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Community Federation Of San Francisco, The Peninsula, Marin And
- EIN
- 94-1156533
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $13,228,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241015150451NAL0030093921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,228,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,228,690
- Net assets (BOY)
- $11,163,565
Income & contributions
- Employer contributions
- $345,807
- Participant contributions
- $781,547
- Total contributions
- $1,127,354
- Total income / additions
- $3,097,935
Expenses & distributions
- Benefits paid
- $972,436
- Administrative expenses
- $60,374
- Total expenses
- $1,032,810
- Net increase / (decrease)
- $2,065,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Primark Benefits | CONTRACT AND RECORD | $43,883 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $11,488 | $0 | 2023 |
| Charles Schwab | DIRECTED TRUSTEE/CUST | $5,003 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish Community Federation Of San Francisco, The Peninsula, Marin And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Primark Benefits — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Charles Schwab — Schedule C compensation