2023 Form 5500 filing — Kipp Foundation 401(K) 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 20241004165223NAL0019965760001) for Kipp Foundation 401(K) Plan, reported by Kipp Foundation under EIN 94-3362724 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$32.4MReported net assets$32,435,349
Participants398
Provider compensation$29.9K3 Schedule C row(s)$29,862
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004165223NAL0019965760001
- Plan sponsor
- Kipp Foundation
- EIN
- 94-3362724
- Plan number
- 001
- Location
- San Francisco, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$32.4M total assets
Net assets$32.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,435,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,435,349
- Employer contributions
- $1,044,427
- Participant contributions
- $2,005,684
- Total income / additions
- $7,418,312
- Benefits paid
- $2,897,658
- Administrative expenses
- $24,861
- Total expenses
- $2,947,899
- Net increase / (decrease)
- $4,470,413
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT MANAGEMENT | $20,780 | not reported in the loaded dataset |
| Carson Quinn And Associates | TPA | $0 | $5,000 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $4,082 | $0 |