2023 Form 5500 filing — Golden Gate University 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 20241011111036NAL0012407395002) for Golden Gate University Retirement Plan, reported by Golden Gate University under EIN 94-1585735 and plan number 002. It reports 734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111036NAL0012407395002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden Gate University
- EIN
- 94-1585735
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,767,507
- Net assets (EOY)
- $84,767,507
- Employer contributions
- $1,270,523
- Participant contributions
- $2,155,120
- Total income / additions
- $15,444,218
- Benefits paid
- $12,457,106
- Administrative expenses
- $155,757
- Total expenses
- $12,612,863
- Net increase / (decrease)
- $2,831,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multnomah Group, Inc | CONSULTANT | $69,556 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $64,827 | $0 |
| Moss Adams Llp | AUDITOR | $20,600 | not reported in the loaded dataset |
| The Prudential Ins Co Of America | RECORD KEEPER | $630 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |