2023 Form 5500 filing — Kpcb Associates Deferred Savings 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 20240927175034NAL0001240627001) for Kpcb Associates Deferred Savings Plan, reported by Kleiner Perkins Caufield & Byers, LLC under EIN 13-4290384 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927175034NAL0001240627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kleiner Perkins Caufield & Byers, LLC
- EIN
- 13-4290384
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,518,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,518,566
- Employer contributions
- $190,959
- Participant contributions
- $870,257
- Total income / additions
- $5,260,597
- Benefits paid
- $2,378,928
- Administrative expenses
- $45,802
- Total expenses
- $2,424,730
- Net increase / (decrease)
- $2,835,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $45,287 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $25,342 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $101 | $0 |