2023 Form 5500 filing — The J. David Gladstone Institutes 403(B) Tda 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 20241009185035NAL0018943585001) for The J. David Gladstone Institutes 403(B) Tda Plan, reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 003. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009185035NAL0018943585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The J. David Gladstone Institutes
- EIN
- 23-7203666
- Plan number
- 003
- Location
- San Francisco, CA
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,725,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,725,650
- Participant contributions
- $3,112,627
- Total income / additions
- $11,678,727
- Benefits paid
- $1,579,287
- Administrative expenses
- $48,831
- Total expenses
- $1,628,118
- Net increase / (decrease)
- $10,050,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $31,664 | $0 |
| Cliftonlarsonallen Llp | NONE | $9,450 | not reported in the loaded dataset |
| Fidelity Inv Inst. Ops Co., Inc. | NONE | $2,562 | $0 |