2023 Form 5500 filing — Gladstone Institutes Retirement Healthcare Savings Program
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 20241011150009NAL0011067459001) for Gladstone Institutes Retirement Healthcare Savings Program, reported by The J. David Gladstone Institutes under EIN 23-7203666 and plan number 502. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$201.9KReported net assets$201,909
Participants131
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241011150009NAL0011067459001
- Plan sponsor
- The J. David Gladstone Institutes
- EIN
- 23-7203666
- Plan number
- 502
- 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)$201.9K total assets
Net assets$201.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $201,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,909
- Employer contributions
- $98,612
- Total income / additions
- $112,280
- Benefits paid
- $0
- Administrative expenses
- $1,953
- Total expenses
- $1,953
- Net increase / (decrease)
- $110,327