The Gregory School 403(B) Retirement Plan — Form 5500 plan (The Gregory 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 Gregory School 403(B) Retirement Plan is a benefit plan reported by The Gregory School under EIN 86-0374130 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $9,870,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Gregory School
- EIN
- 86-0374130
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $9,870,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240930151754NAL0011507906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,870,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,870,082
- Net assets (BOY)
- $8,322,169
Income & contributions
- Employer contributions
- $212,932
- Participant contributions
- $450,620
- Total contributions
- $676,305
- Total income / additions
- $2,067,704
Expenses & distributions
- Benefits paid
- $500,683
- Administrative expenses
- $19,108
- Total expenses
- $519,791
- Net increase / (decrease)
- $1,547,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellspring Financial Partners | NONE | $10,776 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $8,332 | $0 | 2023 |