401k Plan data: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	003

THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE J. PAUL GETTY TRUST has sponsored the creation of one or more 401k plans.

Company Name: THE J. PAUL GETTY TRUST

Employer identification number (EIN): 951790021

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 NANCY GIBSON NANCY GIBSON 2019-07-25
003 2017-01-01 NANCY AXTELL NANCY AXTELL 2018-07-19
003 2016-01-01 NANCY AXTELL NANCY AXTELL 2017-07-24
003 2015-01-01 NANCY AXTELL NANCY AXTELL 2016-07-22
003 2014-01-01 NANCY AXTELL NANCY AXTELL 2015-07-21
003 2013-01-01 PATRICIA WOODWORTH PATRICIA WOODWORTH 2014-07-17
003 2012-01-01 ELIZABETH DILL PATRICIA WOODWORTH 2013-07-29
003 2011-01-01 ELIZABETH DILL PATRICIA WOODWORTH 2012-07-30
003 2010-01-01 CAROL SNELL PATRICIA WOODWORTH 2011-07-26
003 2009-01-01 MARIANNE RUSK PATRICIA WOODWORTH 2010-07-22
003 2009-01-01 MARIANNE RUSK PATRICIA WOODWORTH 2010-07-26
003 2007-01-01 CAROL SNELL MARIANNE RUSK 2010-04-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	NANCY GIBSON	NANCY GIBSON	2019-07-25
003	2017-01-01	NANCY AXTELL	NANCY AXTELL	2018-07-19
003	2016-01-01	NANCY AXTELL	NANCY AXTELL	2017-07-24
003	2015-01-01	NANCY AXTELL	NANCY AXTELL	2016-07-22
003	2014-01-01	NANCY AXTELL	NANCY AXTELL	2015-07-21
003	2013-01-01	PATRICIA WOODWORTH	PATRICIA WOODWORTH	2014-07-17
003	2012-01-01	ELIZABETH DILL	PATRICIA WOODWORTH	2013-07-29
003	2011-01-01	ELIZABETH DILL	PATRICIA WOODWORTH	2012-07-30
003	2010-01-01	CAROL SNELL	PATRICIA WOODWORTH	2011-07-26
003	2009-01-01	MARIANNE RUSK	PATRICIA WOODWORTH	2010-07-22
003	2009-01-01	MARIANNE RUSK	PATRICIA WOODWORTH	2010-07-26
003	2007-01-01	CAROL SNELL	MARIANNE RUSK	2010-04-13

Plan Statistics for THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,011
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,474
Number of retired or separated participants receiving benefits 2023-01-01 46
Number of other retired or separated participants entitled to future benefits 2023-01-01 538
Total of all active and inactive participants 2023-01-01 2,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 15
Total participants 2023-01-01 2,073
Number of participants with account balances 2023-01-01 2,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 63
2022: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,906
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,403
Number of retired or separated participants receiving benefits 2022-01-01 46
Number of other retired or separated participants entitled to future benefits 2022-01-01 550
Total of all active and inactive participants 2022-01-01 1,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 12
Total participants 2022-01-01 2,011
Number of participants with account balances 2022-01-01 1,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 69
2021: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,863
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,357
Number of retired or separated participants receiving benefits 2021-01-01 36
Number of other retired or separated participants entitled to future benefits 2021-01-01 504
Total of all active and inactive participants 2021-01-01 1,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 9
Total participants 2021-01-01 1,906
Number of participants with account balances 2021-01-01 1,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 50
2020: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,940
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,394
Number of retired or separated participants receiving benefits 2020-01-01 32
Number of other retired or separated participants entitled to future benefits 2020-01-01 428
Total of all active and inactive participants 2020-01-01 1,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 9
Total participants 2020-01-01 1,863
Number of participants with account balances 2020-01-01 1,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 49
2019: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,959
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,431
Number of retired or separated participants receiving benefits 2019-01-01 32
Number of other retired or separated participants entitled to future benefits 2019-01-01 472
Total of all active and inactive participants 2019-01-01 1,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 1,940
Number of participants with account balances 2019-01-01 1,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 98
2018: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,825
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,394
Number of retired or separated participants receiving benefits 2018-01-01 26
Number of other retired or separated participants entitled to future benefits 2018-01-01 533
Total of all active and inactive participants 2018-01-01 1,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 6
Total participants 2018-01-01 1,959
Number of participants with account balances 2018-01-01 1,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 135
2017: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,670
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,410
Number of retired or separated participants receiving benefits 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 390
Total of all active and inactive participants 2017-01-01 1,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 1,825
Number of participants with account balances 2017-01-01 1,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 87
2016: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,580
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,376
Number of retired or separated participants receiving benefits 2016-01-01 15
Number of other retired or separated participants entitled to future benefits 2016-01-01 376
Total of all active and inactive participants 2016-01-01 1,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 1,770
Number of participants with account balances 2016-01-01 1,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 82
2015: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,611
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,371
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 334
Total of all active and inactive participants 2015-01-01 1,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 1,719
Number of participants with account balances 2015-01-01 1,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 55
2014: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,486
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,393
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 407
Total of all active and inactive participants 2014-01-01 1,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,811
Number of participants with account balances 2014-01-01 1,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 50
2013: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,379
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,323
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 336
Total of all active and inactive participants 2013-01-01 1,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,667
Number of participants with account balances 2013-01-01 1,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 72
2012: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,329
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,110
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 261
Total of all active and inactive participants 2012-01-01 1,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,379
Number of participants with account balances 2012-01-01 1,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 66
2011: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,302
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,099
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 229
Total of all active and inactive participants 2011-01-01 1,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,329
Number of participants with account balances 2011-01-01 1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 69
2010: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,310
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,331
Number of retired or separated participants receiving benefits 2010-01-01 13
Number of other retired or separated participants entitled to future benefits 2010-01-01 277
Total of all active and inactive participants 2010-01-01 1,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 1,623
Number of participants with account balances 2010-01-01 1,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 41
2009: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,822
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,347
Number of retired or separated participants receiving benefits 2009-01-01 14
Number of other retired or separated participants entitled to future benefits 2009-01-01 329
Total of all active and inactive participants 2009-01-01 1,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,691
Number of participants with account balances 2009-01-01 1,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 41
2007: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 2,210
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 1,139
Number of retired or separated participants receiving benefits 2007-01-01 9
Number of other retired or separated participants entitled to future benefits 2007-01-01 302
Total of all active and inactive participants 2007-01-01 1,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 1,450
Number of participants with account balances 2007-01-01 1,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 41

Measure	Date	Value
2023: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,011
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,474
Number of retired or separated participants receiving benefits	2023-01-01	46
Number of other retired or separated participants entitled to future benefits	2023-01-01	538
Total of all active and inactive participants	2023-01-01	2,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	15
Total participants	2023-01-01	2,073
Number of participants with account balances	2023-01-01	2,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	63
2022: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,906
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,403
Number of retired or separated participants receiving benefits	2022-01-01	46
Number of other retired or separated participants entitled to future benefits	2022-01-01	550
Total of all active and inactive participants	2022-01-01	1,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	12
Total participants	2022-01-01	2,011
Number of participants with account balances	2022-01-01	1,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	69
2021: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,863
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,357
Number of retired or separated participants receiving benefits	2021-01-01	36
Number of other retired or separated participants entitled to future benefits	2021-01-01	504
Total of all active and inactive participants	2021-01-01	1,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	9
Total participants	2021-01-01	1,906
Number of participants with account balances	2021-01-01	1,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	50
2020: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,940
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,394
Number of retired or separated participants receiving benefits	2020-01-01	32
Number of other retired or separated participants entitled to future benefits	2020-01-01	428
Total of all active and inactive participants	2020-01-01	1,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	9
Total participants	2020-01-01	1,863
Number of participants with account balances	2020-01-01	1,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	49
2019: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,959
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,431
Number of retired or separated participants receiving benefits	2019-01-01	32
Number of other retired or separated participants entitled to future benefits	2019-01-01	472
Total of all active and inactive participants	2019-01-01	1,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	1,940
Number of participants with account balances	2019-01-01	1,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	98
2018: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,825
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,394
Number of retired or separated participants receiving benefits	2018-01-01	26
Number of other retired or separated participants entitled to future benefits	2018-01-01	533
Total of all active and inactive participants	2018-01-01	1,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	6
Total participants	2018-01-01	1,959
Number of participants with account balances	2018-01-01	1,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	135
2017: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,670
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,410
Number of retired or separated participants receiving benefits	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	390
Total of all active and inactive participants	2017-01-01	1,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	1,825
Number of participants with account balances	2017-01-01	1,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	87
2016: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,580
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,376
Number of retired or separated participants receiving benefits	2016-01-01	15
Number of other retired or separated participants entitled to future benefits	2016-01-01	376
Total of all active and inactive participants	2016-01-01	1,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	1,770
Number of participants with account balances	2016-01-01	1,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	82
2015: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,611
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,371
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	334
Total of all active and inactive participants	2015-01-01	1,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	1,719
Number of participants with account balances	2015-01-01	1,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	55
2014: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,486
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,393
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	407
Total of all active and inactive participants	2014-01-01	1,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,811
Number of participants with account balances	2014-01-01	1,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	50
2013: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,379
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,323
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	336
Total of all active and inactive participants	2013-01-01	1,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,667
Number of participants with account balances	2013-01-01	1,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	72
2012: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,329
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,110
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	261
Total of all active and inactive participants	2012-01-01	1,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,379
Number of participants with account balances	2012-01-01	1,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	66
2011: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,302
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,099
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	229
Total of all active and inactive participants	2011-01-01	1,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,329
Number of participants with account balances	2011-01-01	1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	69
2010: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,310
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,331
Number of retired or separated participants receiving benefits	2010-01-01	13
Number of other retired or separated participants entitled to future benefits	2010-01-01	277
Total of all active and inactive participants	2010-01-01	1,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	1,623
Number of participants with account balances	2010-01-01	1,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	41
2009: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,822
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,347
Number of retired or separated participants receiving benefits	2009-01-01	14
Number of other retired or separated participants entitled to future benefits	2009-01-01	329
Total of all active and inactive participants	2009-01-01	1,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,691
Number of participants with account balances	2009-01-01	1,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	41
2007: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	2,210
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	1,139
Number of retired or separated participants receiving benefits	2007-01-01	9
Number of other retired or separated participants entitled to future benefits	2007-01-01	302
Total of all active and inactive participants	2007-01-01	1,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	1,450
Number of participants with account balances	2007-01-01	1,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	41

Financial Data on THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$43,173,923
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$4,825,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,768,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$13,843,896
Value of total assets at end of year	2023-12-31	$171,316,676
Value of total assets at beginning of year	2023-12-31	$132,968,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$57,244
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$4,062,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$4,062,325
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$37,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$38,348,204
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$171,316,676
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$132,968,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$165,508,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$127,289,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$5,737,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$5,608,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$5,608,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$25,267,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$13,806,195
Employer contributions (assets) at end of year	2023-12-31	$70,820
Employer contributions (assets) at beginning of year	2023-12-31	$70,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,768,475
Contract administrator fees	2023-12-31	$4,650
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	VASQUEZ & COMPANY LLP
Accountancy firm EIN	2023-12-31	330700332
2022 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-19,768,439
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$8,100,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$8,047,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,716,884
Value of total assets at end of year	2022-12-31	$132,968,472
Value of total assets at beginning of year	2022-12-31	$160,837,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,798
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,100,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,100,499
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-27,869,156
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$132,968,472
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$160,837,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$48,448
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$127,289,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$156,168,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,608,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$4,623,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$4,623,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-35,585,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$11,701,039
Employer contributions (assets) at end of year	2022-12-31	$70,839
Employer contributions (assets) at beginning of year	2022-12-31	$44,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,047,919
Contract administrator fees	2022-12-31	$4,350
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2022-12-31	330700332
2021 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$30,958,327
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,419,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,371,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,316,306
Value of total assets at end of year	2021-12-31	$160,837,628
Value of total assets at beginning of year	2021-12-31	$135,299,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$48,369
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,185,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,185,674
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$23,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$25,538,347
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$160,837,628
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$135,299,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$45,219
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$156,168,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$129,618,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$4,623,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$5,627,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$5,627,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$15,456,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$10,292,706
Employer contributions (assets) at end of year	2021-12-31	$44,988
Employer contributions (assets) at beginning of year	2021-12-31	$52,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,371,611
Contract administrator fees	2021-12-31	$3,150
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2021-12-31	330700332
2020 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$33,577,654
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,570,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,535,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,729,653
Value of total assets at end of year	2020-12-31	$135,299,281
Value of total assets at beginning of year	2020-12-31	$105,292,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,877
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,458,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,458,112
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,133
Administrative expenses (other) incurred	2020-12-31	$1,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$30,006,886
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$135,299,281
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$105,292,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$30,616
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$129,618,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$101,806,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$5,627,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,453,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,453,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$20,389,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$10,691,520
Employer contributions (assets) at end of year	2020-12-31	$52,862
Employer contributions (assets) at beginning of year	2020-12-31	$32,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,535,891
Contract administrator fees	2020-12-31	$2,500
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2020-12-31	330700332
2019 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$29,180,214
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,855,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,826,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,792,643
Value of total assets at end of year	2019-12-31	$105,292,395
Value of total assets at beginning of year	2019-12-31	$78,967,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,636
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,592,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,592,671
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$26,325,108
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$105,292,395
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,967,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$25,311
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$101,806,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$75,606,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,453,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,323,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,323,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$16,794,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$9,792,643
Employer contributions (assets) at end of year	2019-12-31	$32,902
Employer contributions (assets) at beginning of year	2019-12-31	$36,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,826,470
Contract administrator fees	2019-12-31	$3,325
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2019-12-31	330700332
2018 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$5,298,271
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,396,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,376,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,548,976
Value of total assets at end of year	2018-12-31	$78,967,287
Value of total assets at beginning of year	2018-12-31	$77,065,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,543
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,653,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,653,145
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,901,583
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$78,967,287
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$77,065,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$20,043
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$75,606,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$74,386,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,323,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,647,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,647,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,903,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$9,548,976
Employer contributions (assets) at end of year	2018-12-31	$36,507
Employer contributions (assets) at beginning of year	2018-12-31	$30,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,376,145
Contract administrator fees	2018-12-31	$500
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2018-12-31	330700332
2017 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$20,591,783
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,981,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,963,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,862,129
Value of total assets at end of year	2017-12-31	$77,065,704
Value of total assets at beginning of year	2017-12-31	$58,455,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,180
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,872,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,872,993
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$18,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,610,480
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$77,065,704
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$58,455,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$74,386,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$53,746,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,647,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,754,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,754,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,856,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$8,862,129
Employer contributions (assets) at end of year	2017-12-31	$30,867
Employer contributions (assets) at beginning of year	2017-12-31	$1,954,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,963,123
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2017-12-31	330700332
2016 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$8,692,743
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,537,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,526,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,675,993
Value of total assets at end of year	2016-12-31	$58,455,224
Value of total assets at beginning of year	2016-12-31	$51,300,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,763
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,319,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,319,375
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$11,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,154,854
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$58,455,224
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$51,300,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$53,746,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$47,031,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,754,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,654,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,654,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,697,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$4,675,993
Employer contributions (assets) at end of year	2016-12-31	$1,954,538
Employer contributions (assets) at beginning of year	2016-12-31	$1,614,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,526,126
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2016-12-31	330700332
2015 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,673,622
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,513,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,503,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,442,733
Value of total assets at end of year	2015-12-31	$51,300,370
Value of total assets at beginning of year	2015-12-31	$48,140,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,636
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,740,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,740,219
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$9,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,160,115
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$51,300,370
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$48,140,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$47,031,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$44,747,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,654,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,177,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,177,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,509,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,442,733
Employer contributions (assets) at end of year	2015-12-31	$1,614,122
Employer contributions (assets) at beginning of year	2015-12-31	$1,215,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,503,871
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2015-12-31	330700332
2014 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,548,493
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,518,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,518,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,836,237
Value of total assets at end of year	2014-12-31	$48,140,255
Value of total assets at beginning of year	2014-12-31	$42,110,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,408,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,408,267
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$3,363
Other income not declared elsewhere	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$6,029,866
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$48,140,255
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$42,110,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$44,747,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$38,469,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,177,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,695,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,695,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,303,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,836,237
Employer contributions (assets) at end of year	2014-12-31	$1,215,663
Employer contributions (assets) at beginning of year	2014-12-31	$945,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,515,264
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2014-12-31	330700332
2013 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$11,338,023
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$832,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$832,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,511,978
Value of total assets at end of year	2013-12-31	$42,110,389
Value of total assets at beginning of year	2013-12-31	$31,604,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,366,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,366,932
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$34,139
Other income not declared elsewhere	2013-12-31	$1,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$10,505,449
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$42,110,389
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$31,604,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$38,469,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$28,591,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,695,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,252,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,252,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,457,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,511,978
Employer contributions (assets) at end of year	2013-12-31	$945,403
Employer contributions (assets) at beginning of year	2013-12-31	$761,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$798,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2013-12-31	330700332
2012 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$6,777,633
Total of all expenses incurred	2012-12-31	$1,312,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,312,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,149,702
Value of total assets at end of year	2012-12-31	$31,604,940
Value of total assets at beginning of year	2012-12-31	$26,139,347
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$758,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$758,136
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$420
Other income not declared elsewhere	2012-12-31	$7,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,465,593
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$31,604,940
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$26,139,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$28,591,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$23,574,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,252,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,057,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,057,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,862,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,149,702
Employer contributions (assets) at end of year	2012-12-31	$761,137
Employer contributions (assets) at beginning of year	2012-12-31	$507,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,311,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2012-12-31	330700332
2011 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$2,268,056
Total of all expenses incurred	2011-12-31	$1,094,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,094,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,554,426
Value of total assets at end of year	2011-12-31	$26,139,347
Value of total assets at beginning of year	2011-12-31	$24,965,488
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$759,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$759,408
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$723
Other income not declared elsewhere	2011-12-31	$1,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,173,859
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$26,139,347
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,965,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$23,574,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,651,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,057,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,108,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,108,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,047,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,553,460
Employer contributions (assets) at end of year	2011-12-31	$507,503
Employer contributions (assets) at beginning of year	2011-12-31	$206,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,093,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2011-12-31	330700332
2010 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,644,585
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,869,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,869,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,427,576
Value of total assets at end of year	2010-12-31	$24,965,488
Value of total assets at beginning of year	2010-12-31	$21,190,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$1,551
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$277,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$277,934
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$15,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,775,026
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,965,488
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$21,190,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$22,651,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,241,391
Income. Interest from loans (other than to participants)	2010-12-31	$1,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,108,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,949,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,949,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,937,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,411,799
Employer contributions (assets) at end of year	2010-12-31	$206,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,869,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	VASQUEZ & COMPANY, LLP
Accountancy firm EIN	2010-12-31	330700332
2009 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2007 : THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

2023: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE J. PAUL GETTY TRUST
Employer identification number (EIN):	951790021
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions