2023 Form 5500 filing — The J. Paul Getty Trust Employee Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725181547NAL0015098849001) for The J. Paul Getty Trust Employee Investment Plan, reported by The J. Paul Getty Trust under EIN 95-1790021 and plan number 002. It reports 2,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725181547NAL0015098849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The J. Paul Getty Trust
- EIN
- 95-1790021
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 2,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,741,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,741,175
- Participant contributions
- $12,284,990
- Total income / additions
- $54,078,764
- Benefits paid
- $10,676,715
- Administrative expenses
- $78,690
- Total expenses
- $10,755,405
- Net increase / (decrease)
- $43,323,359
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPING | $78,690 | $0 |