2023 Form 5500 filing — Gill St. Bernard'S Dc 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 20241015142032NAL0029948993001) for Gill St. Bernard'S Dc Retirement Plan, reported by Gill St. Bernard'S School under EIN 22-1964930 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142032NAL0029948993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gill St. Bernard'S School
- EIN
- 22-1964930
- Plan number
- 001
- Location
- Gladstone, NJ
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,069,750
- Net assets (EOY)
- $44,069,750
- Employer contributions
- $700,445
- Participant contributions
- $1,067,728
- Total income / additions
- $7,371,132
- Benefits paid
- $819,791
- Administrative expenses
- $45,195
- Total expenses
- $878,114
- Net increase / (decrease)
- $6,493,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa (Teachers Ins. & Ann. Assoc.) | not reported in the loaded dataset | $25,420 | $0 |
| Stifel | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| American Funds | not reported in the loaded dataset | $0 | $0 |
| Cref (Tiaa-Cref Inv. Mgmt. LLC) | not reported in the loaded dataset | $0 | $0 |