2023 Form 5500 filing — Gateway School Defined Contribution 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 20240717094045NAL0002400323001) for Gateway School Defined Contribution Retirement Plan, reported by Gateway School Of New York under EIN 13-2572597 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717094045NAL0002400323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gateway School Of New York
- EIN
- 13-2572597
- Plan number
- 001
- Location
- New York, NY
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,205,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,205,866
- Employer contributions
- $250,323
- Participant contributions
- $427,330
- Total income / additions
- $3,051,625
- Benefits paid
- $918,939
- Administrative expenses
- $4,147
- Total expenses
- $923,086
- Net increase / (decrease)
- $2,128,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Well And Good LLC | ADVISOR | $3,250 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $972 | $0 |