Gill St. Bernard'S Dc Retirement Plan — Form 5500 plan (Gill St. Bernard'S 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, Gill St. Bernard'S Dc Retirement Plan is a benefit plan reported by Gill St. Bernard'S School under EIN 22-1964930 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $44,069,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gill St. Bernard'S School
- EIN
- 22-1964930
- Plan number
- 001
- Plan type
- 2
- Location
- Gladstone, NJ
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $44,069,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241015142032NAL0029948993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,069,750
- Net assets (EOY)
- $44,069,750
- Net assets (BOY)
- $37,576,732
Income & contributions
- Employer contributions
- $700,445
- Participant contributions
- $1,067,728
- Total contributions
- $2,056,358
- Total income / additions
- $7,371,132
Expenses & distributions
- Benefits paid
- $819,791
- Administrative expenses
- $45,195
- Total expenses
- $878,114
- Net increase / (decrease)
- $6,493,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa (Teachers Ins. & Ann. Assoc.) | not reported in the loaded dataset | $25,420 | $0 | 2023 |
| Stifel | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset | 2023 |
| American Funds | not reported in the loaded dataset | $0 | $0 | 2023 |
| Cref (Tiaa-Cref Inv. Mgmt. LLC) | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gill St. Bernard'S School
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Gladstone, NJ
- Tiaa (Teachers Ins. & Ann. Assoc.) — Schedule C compensation
- Stifel — Schedule C compensation
- American Funds — Schedule C compensation
- Cref (Tiaa-Cref Inv. Mgmt. LLC) — Schedule C compensation