2023 Form 5500 filing — The Kennedy Center, Inc. 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240313150153NAL0019876419001) for The Kennedy Center, Inc. 403(B) Retirement Plan, reported by The Kennedy Center, Inc. under EIN 06-0709295 and plan number 002. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240313150153NAL0019876419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Kennedy Center, Inc.
- EIN
- 06-0709295
- Plan number
- 002
- Location
- Trumbull, CT
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,049,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,049,435
- Participant contributions
- $110,594
- Total income / additions
- $324,702
- Benefits paid
- $39,385
- Administrative expenses
- $124
- Total expenses
- $39,509
- Net increase / (decrease)
- $285,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Company | TRUSTEE | $9,961 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $7,995 | not reported in the loaded dataset |
| Newport Group, Inc | RECORDKEEPER | $6,268 | $0 |
| Newport Group, Inc | RECORDKEEPER | $5,838 | $0 |
| Newport Trust Company | TRUSTEE | $5,251 | not reported in the loaded dataset |