The J. David Gladstone Institutes 403(B) Tda 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 403(B) Tda Plan is a benefit plan reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 003. The latest loaded filing year is 2023. The filing reports 971 participants and $53,725,650 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
- 003
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 971
- End-of-year plan assets
- $53,725,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 971 | H, C | 20241009185035NAL0018943585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,725,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,725,650
- Net assets (BOY)
- $43,675,041
Income & contributions
- Participant contributions
- $3,112,627
- Total contributions
- $3,509,728
- Total income / additions
- $11,678,727
Expenses & distributions
- Benefits paid
- $1,579,287
- Administrative expenses
- $48,831
- Total expenses
- $1,628,118
- Net increase / (decrease)
- $10,050,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $31,664 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $9,450 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst. Ops Co., Inc. | NONE | $2,562 | $0 | 2023 |