Gateway School Defined Contribution Retirement Plan — Form 5500 plan (Gateway School Of New York)
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, Gateway School Defined Contribution Retirement Plan is a benefit plan reported by Gateway School Of New York under EIN 13-2572597 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $16,205,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gateway School Of New York
- EIN
- 13-2572597
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $16,205,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240717094045NAL0002400323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,205,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,205,866
- Net assets (BOY)
- $14,077,327
Income & contributions
- Employer contributions
- $250,323
- Participant contributions
- $427,330
- Total contributions
- $726,703
- Total income / additions
- $3,051,625
Expenses & distributions
- Benefits paid
- $918,939
- Administrative expenses
- $4,147
- Total expenses
- $923,086
- Net increase / (decrease)
- $2,128,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Well And Good LLC | ADVISOR | $3,250 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $972 | $0 | 2023 |