Gilman School Defined Contribution Retirement Plan — Form 5500 plan (Gilman 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, Gilman School Defined Contribution Retirement Plan is a benefit plan reported by Gilman School under EIN 52-0591604 and plan number 001. The latest loaded filing year is 2023. The filing reports 626 participants and $96,842,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gilman School
- EIN
- 52-0591604
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 626
- End-of-year plan assets
- $96,842,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 626 | H, C | 20240829132047NAL0013127617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,842,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,842,047
- Net assets (BOY)
- $86,829,087
Income & contributions
- Employer contributions
- $1,558,913
- Participant contributions
- $2,328,682
- Total contributions
- $3,897,714
- Total income / additions
- $17,110,700
Expenses & distributions
- Benefits paid
- $6,974,824
- Administrative expenses
- $119,430
- Total expenses
- $7,097,740
- Net increase / (decrease)
- $10,012,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $79,897 | $0 | 2023 |
| Rocaton Investment Advisors, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Sb & Company, LLC | NONE | $8,925 | not reported in the loaded dataset | 2023 |