2023 Form 5500 filing — Catlin Gabel School Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621183018NAL0003483505001) for Catlin Gabel School Retirement Plan, reported by Catlin Gabel School under EIN 93-0386804 and plan number 002. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.3MReported net assets$49,347,451
Participants479
Provider compensation$61.8K1 Schedule C row(s)$61,770
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240621183018NAL0003483505001
Plan sponsor
Catlin Gabel School
EIN
93-0386804
Plan number
002
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.3M total assets
Net assets$49.3MLiabilities
Money in vs. money out
Total income / additions$9.5M
Total expenses$3.7M
Benefits paid / distributions$3.5M
Contributions
Employer$950.9K
Participant$1.6M
Full reported line items
Total assets (EOY)
$49,347,451
Net assets (EOY)
$49,347,451
Employer contributions
$950,859
Participant contributions
$1,634,864
Total income / additions
$9,456,605
Benefits paid
$3,525,356
Administrative expenses
$194,307
Total expenses
$3,719,663
Net increase / (decrease)
$5,736,942
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $61.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240621183018NAL0003483505001 cover?
It is the 2023 Form 5500 filing for Catlin Gabel School Retirement Plan, reported by Catlin Gabel School (EIN 93-0386804).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages