2023 Form 5500 filing — Kansas State University Foundation Defined Contribution 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 20240916113656NAL0002672336001) for Kansas State University Foundation Defined Contribution Retirement Plan, reported by Kansas State University Foundation under EIN 48-0667209 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916113656NAL0002672336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kansas State University Foundation
- EIN
- 48-0667209
- Plan number
- 001
- Location
- Manhattan, KS
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,746,046
- Net assets (EOY)
- $33,746,046
- Employer contributions
- $1,402,201
- Participant contributions
- $1,406,401
- Total income / additions
- $7,641,208
- Benefits paid
- $4,391,645
- Administrative expenses
- $75,570
- Total expenses
- $4,467,215
- Net increase / (decrease)
- $3,173,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And | NONE | $47,346 | $0 |
| Prime Capital Investment Advisors | NONE | $27,752 | not reported in the loaded dataset |
| Lincoln National Corporation | NONE | $471 | $0 |