2023 Form 5500 filing — Gould Academy 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 20240730160010NAL0020430017004) for Gould Academy Retirement Plan, reported by Gould Academy under EIN 01-0211509 and plan number 002. It reports 183 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)$16MReported net assets$15,956,992
Participants183
Provider compensation$18K1 Schedule C row(s)$17,956
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730160010NAL0020430017004
Plan sponsor
Gould Academy
EIN
01-0211509
Plan number
002
Location
Bethel, ME
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)$16M total assets
Net assets$16MLiabilities
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$287.1K
Participant$419.5K
Full reported line items
Total assets (EOY)
$15,956,992
Net assets (EOY)
$15,956,992
Employer contributions
$287,052
Participant contributions
$419,478
Total income / additions
$2,869,408
Benefits paid
$1,202,585
Administrative expenses
$20,455
Total expenses
$1,223,040
Net increase / (decrease)
$1,646,368
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$18K
    SERVICE PROVIDER · Direct $18K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730160010NAL0020430017004 cover?
It is the 2023 Form 5500 filing for Gould Academy Retirement Plan, reported by Gould Academy (EIN 01-0211509).
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