The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan And Trust — 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 Post-Doctoral Profit Sharing Plan And Trust is a benefit plan reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $1,691,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The J. David Gladstone Institutes
- EIN
- 23-7203666
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241009184733NAL0019811425001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,691,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,691,204
- Net assets (BOY)
- $1,426,795
Income & contributions
- Employer contributions
- $127,500
- Total contributions
- $127,500
- Total income / additions
- $380,589
Expenses & distributions
- Benefits paid
- $115,070
- Administrative expenses
- $1,110
- Total expenses
- $116,180
- Net increase / (decrease)
- $264,409
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $1,110 | $0 | 2023 |