Golden Gate University Retirement Plan — Form 5500 plan (Golden Gate University)
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, Golden Gate University Retirement Plan is a benefit plan reported by Golden Gate University under EIN 94-1585735 and plan number 002. The latest loaded filing year is 2023. The filing reports 734 participants and $84,767,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Gate University
- EIN
- 94-1585735
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 734
- End-of-year plan assets
- $84,767,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 734 | H, C | 20241011111036NAL0012407395002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,767,507
- Net assets (EOY)
- $84,767,507
- Net assets (BOY)
- $81,936,152
Income & contributions
- Employer contributions
- $1,270,523
- Participant contributions
- $2,155,120
- Total contributions
- $3,552,080
- Total income / additions
- $15,444,218
Expenses & distributions
- Benefits paid
- $12,457,106
- Administrative expenses
- $155,757
- Total expenses
- $12,612,863
- Net increase / (decrease)
- $2,831,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Multnomah Group, Inc | CONSULTANT | $69,556 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $64,827 | $0 | 2023 |
| Moss Adams Llp | AUDITOR | $20,600 | not reported in the loaded dataset | 2023 |
| The Prudential Ins Co Of America | RECORD KEEPER | $630 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden Gate University
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Multnomah Group, Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- The Prudential Ins Co Of America — Schedule C compensation
- National Financial Services — Schedule C compensation