Porter-Gaud School Defined Contribution Retirement Plan — Form 5500 plan (Porter-Gaud 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, Porter-Gaud School Defined Contribution Retirement Plan is a benefit plan reported by Porter-Gaud School under EIN 57-0342032 and plan number 001. The latest loaded filing year is 2023. The filing reports 629 participants and $51,075,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Porter-Gaud School
- EIN
- 57-0342032
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 629
- End-of-year plan assets
- $51,075,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 629 | H, C | 20240815135410NAL0013131409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,075,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,075,431
- Net assets (BOY)
- $44,699,289
Income & contributions
- Employer contributions
- $1,723,417
- Participant contributions
- $929,043
- Total contributions
- $2,683,210
- Total income / additions
- $9,319,357
Expenses & distributions
- Benefits paid
- $2,885,706
- Administrative expenses
- $57,509
- Total expenses
- $2,943,215
- Net increase / (decrease)
- $6,376,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $39,387 | $0 | 2023 |
| Lagare Bailey & Hinske, LLC | AUDITOR | $8,200 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $5,854 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services L | ADVISOR | $4,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Porter-Gaud School
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Tiaa — Schedule C compensation
- Lagare Bailey & Hinske, LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Cbiz Investment Advisory Services L — Schedule C compensation