Gladstone Institutes Retirement Healthcare Savings Program — 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, Gladstone Institutes Retirement Healthcare Savings Program is a benefit plan reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 502. The latest loaded filing year is 2023. The filing reports 131 participants and $201,909 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
- 502
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H | 20241011150009NAL0011067459001 |
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)
- $201,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,909
- Net assets (BOY)
- $91,582
Income & contributions
- Employer contributions
- $98,612
- Total contributions
- $98,612
- Total income / additions
- $112,280
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,953
- Total expenses
- $1,953
- Net increase / (decrease)
- $110,327
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)
No Schedule C service provider compensation is loaded for this plan yet.