Bishop Gadsden Savings & Retirement Plan — Form 5500 plan (Bishop Gadsden Episcopal Ret Community)
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, Bishop Gadsden Savings & Retirement Plan is a benefit plan reported by Bishop Gadsden Episcopal Ret Community under EIN 57-0337132 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $11,322,238 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.3MPlan net assets, end of year$11,322,238
Participants533Covered participants reported
Assets / participant$21.2KComputed: assets ÷ participants$21,242 (computed)
Provider compensation$20.3K1 Schedule C provider row(s)$20,307
- Plan sponsor
- Bishop Gadsden Episcopal Ret Community
- EIN
- 57-0337132
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20241007094730NAL0007457795001 |
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)$11.3M total assets
Net assets$11.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,322,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,322,238
- Net assets (BOY)
- $8,413,113
Income & contributions
- Employer contributions
- $692,917
- Participant contributions
- $1,180,279
- Total contributions
- $1,967,372
- Total income / additions
- $3,625,568
Expenses & distributions
- Benefits paid
- $696,093
- Administrative expenses
- $20,350
- Total expenses
- $716,443
- Net increase / (decrease)
- $2,909,125
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $20,307 | $0 | 2023 |