2023 Form 5500 filing — The Gregory 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 20240930151754NAL0011507906001) for The Gregory School 403(B) Retirement Plan, reported by The Gregory School under EIN 86-0374130 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930151754NAL0011507906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Gregory School
- EIN
- 86-0374130
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,870,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,870,082
- Employer contributions
- $212,932
- Participant contributions
- $450,620
- Total income / additions
- $2,067,704
- Benefits paid
- $500,683
- Administrative expenses
- $19,108
- Total expenses
- $519,791
- Net increase / (decrease)
- $1,547,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellspring Financial Partners | NONE | $10,776 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $8,332 | $0 |