The J. Paul Getty Trust Defined Contribution Retirement Plan — Form 5500 plan (The J. Paul Getty Trust)

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 J. Paul Getty Trust Defined Contribution Retirement Plan is a benefit plan reported by The J. Paul Getty Trust under EIN 95-1790021 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,011 participants and $171,316,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The J. Paul Getty Trust
EIN
95-1790021
Plan number
003
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
2,011
End-of-year plan assets
$171,316,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,011H, C20240725181626NAL0023314032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,316,676
Total liabilities (EOY)
$0
Net assets (EOY)
$171,316,676
Net assets (BOY)
$132,968,472

Income & contributions

Employer contributions
$13,806,195
Total contributions
$13,843,896
Total income / additions
$43,173,923

Expenses & distributions

Benefits paid
$4,768,475
Administrative expenses
$57,244
Total expenses
$4,825,719
Net increase / (decrease)
$38,348,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard GroupRECORDKEEPING$57,244$02023

Related Form 5500 pages