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. Paul Getty Trust Employee Investment Plan is a benefit plan reported by The J. Paul Getty Trust under EIN 95-1790021 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,031 participants and $234,741,175 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,741,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,741,175
- Net assets (BOY)
- $191,417,816
Income & contributions
- Participant contributions
- $12,284,990
- Total contributions
- $13,132,073
- Total income / additions
- $54,078,764
Expenses & distributions
- Benefits paid
- $10,676,715
- Administrative expenses
- $78,690
- Total expenses
- $10,755,405
- Net increase / (decrease)
- $43,323,359