The Gordon School 403(B) Retirement Plan — Form 5500 plan (The Gordon School)
Plain-English plan 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, The Gordon School 403(B) Retirement Plan is a benefit plan reported by The Gordon School under EIN 05-0258876 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $21,357,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Gordon School
- EIN
- 05-0258876
- Plan number
- 001
- Plan type
- 2
- Location
- East Providence, RI
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $21,357,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20240918122758NAL0002571315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,357,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,357,338
- Net assets (BOY)
- $19,775,533
Income & contributions
- Employer contributions
- $259,946
- Participant contributions
- $416,706
- Total contributions
- $685,632
- Total income / additions
- $3,711,819
Expenses & distributions
- Benefits paid
- $2,084,517
- Administrative expenses
- $45,497
- Total expenses
- $2,130,014
- Net increase / (decrease)
- $1,581,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $19,065 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $16,877 | $0 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTING | $7,780 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Gordon School
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in East Providence, RI
- Commonwealth Financial Network — Schedule C compensation
- Tiaa - Teachers Insurance And Annui — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation