The J. David Gladstone Institutes Money Purchase Pension Plan — Form 5500 plan (The J. David Gladstone Institutes)
Plain-English plan 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, The J. David Gladstone Institutes Money Purchase Pension Plan is a benefit plan reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 001. The latest loaded filing year is 2023. The filing reports 857 participants and $92,427,800 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$92.4MPlan net assets, end of year$92,427,800
Participants857Covered participants reported
Assets / participant$107.9KComputed: assets ÷ participants$107,850 (computed)
Provider compensation$53.2K2 Schedule C provider row(s)$53,193
- Plan sponsor
- The J. David Gladstone Institutes
- EIN
- 23-7203666
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 857 | H, C | 20241009184841NAL0032147424001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$92.4M total assets
Net assets$92.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $92,427,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,427,800
- Net assets (BOY)
- $77,287,444
Income & contributions
- Employer contributions
- $4,320,059
- Total contributions
- $4,320,059
- Total income / additions
- $17,177,922
Expenses & distributions
- Benefits paid
- $1,976,248
- Administrative expenses
- $61,318
- Total expenses
- $2,037,566
- Net increase / (decrease)
- $15,140,356
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $42,168 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $11,025 | not reported in the loaded dataset | 2023 |