2023 Form 5500 filing — The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan And Trust
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 20241009184733NAL0019811425001) for The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan And Trust, reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 002. It reports 208 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)$1.7MReported net assets$1,691,204
Participants208
Provider compensation$1.1K1 Schedule C row(s)$1,110
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009184733NAL0019811425001
- Plan sponsor
- The J. David Gladstone Institutes
- EIN
- 23-7203666
- Plan number
- 002
- Location
- San Francisco, CA
- Received date
- not reported in the loaded dataset
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,691,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,691,204
- Employer contributions
- $127,500
- Total income / additions
- $380,589
- Benefits paid
- $115,070
- Administrative expenses
- $1,110
- Total expenses
- $116,180
- Net increase / (decrease)
- $264,409
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $1,110 | $0 |