2023 Form 5500 filing — The J. David Gladstone Institutes Money Purchase Pension 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 20241009184841NAL0032147424001) for The J. David Gladstone Institutes Money Purchase Pension Plan, reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 001. It reports 857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$92.4MReported net assets$92,427,800
Participants857
Provider compensation$53.2K2 Schedule C row(s)$53,193
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009184841NAL0032147424001
- Plan sponsor
- The J. David Gladstone Institutes
- EIN
- 23-7203666
- Plan number
- 001
- Location
- San Francisco, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$92.4M total assets
Net assets$92.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $92,427,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,427,800
- Employer contributions
- $4,320,059
- Total income / additions
- $17,177,922
- Benefits paid
- $1,976,248
- Administrative expenses
- $61,318
- Total expenses
- $2,037,566
- Net increase / (decrease)
- $15,140,356
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $42,168 | $0 |
| Cliftonlarsonallen Llp | NONE | $11,025 | not reported in the loaded dataset |