2023 Form 5500 filing — The Gordon School 403(B) Retirement 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 20240918122758NAL0002571315001) for The Gordon School 403(B) Retirement Plan, reported by The Gordon School under EIN 05-0258876 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918122758NAL0002571315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Gordon School
- EIN
- 05-0258876
- Plan number
- 001
- Location
- East Providence, RI
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,357,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,357,338
- Employer contributions
- $259,946
- Participant contributions
- $416,706
- Total income / additions
- $3,711,819
- Benefits paid
- $2,084,517
- Administrative expenses
- $45,497
- Total expenses
- $2,130,014
- Net increase / (decrease)
- $1,581,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $19,065 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $16,877 | $0 |
| Caron & Bletzer, Pllc | ACCOUNTING | $7,780 | not reported in the loaded dataset |