2023 Form 5500 filing — Porter-Gaud 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 20240815135410NAL0013131409001) for Porter-Gaud School Defined Contribution Retirement Plan, reported by Porter-Gaud School under EIN 57-0342032 and plan number 001. It reports 629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815135410NAL0013131409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porter-Gaud School
- EIN
- 57-0342032
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,075,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,075,431
- Employer contributions
- $1,723,417
- Participant contributions
- $929,043
- Total income / additions
- $9,319,357
- Benefits paid
- $2,885,706
- Administrative expenses
- $57,509
- Total expenses
- $2,943,215
- Net increase / (decrease)
- $6,376,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $39,387 | $0 |
| Lagare Bailey & Hinske, LLC | AUDITOR | $8,200 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $5,854 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services L | ADVISOR | $4,140 | not reported in the loaded dataset |