Original filing (PDF)20240926162300NAL0000517123001

CONGREGATION KOL EMET

Name: CONGREGATION KOL EMET — CONGREGATION KOL EMET 403(B) PLAN, Form 5500 (2023)
Creator: CONGREGATION KOL EMET

Form 5500-SF

FILING_RECEIVED

CONGREGATION KOL EMET 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONGREGATION KOL EMET.

Plan sponsor

Name

CONGREGATION KOL EMET

EIN

22-2596919

Address

1360 OXFORD VALLEY RD · YARDLEY, PA · 190674531

Phone

(215) 493-8522

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

NATIONAL CONFERENCE ON SOVIET JEWRY

NCSJ TAX SHELTERED ANNUITY PLAN

$375K · 1 participants

PRIVATE EDUCATION EMPLOYERS' TRUST

PRIVATE EDUCATION EMPLOYERS' TRUST WELFARE BENEFIT PLAN

$375K · 987 participants

BRADENTON AREA ECONOMIC DEVELOPMENT CORPORATION

SPTCO MEP 401K FOR BRADENTON AREA ECONOMIC DEVELOPMENT CORP

$375K · 4 participants

FOUNDATION FOR WOMEN AND GIRLS WITH BLOOD DISORDERS, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF FOUNDATION FOR WOMEN AND GIRLS WITH BLOOD DISORDERS, INC.

$375K · 4 participants