2023 Form 5500 filing — The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees
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 20241007144810NAL0026460032001) for The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees, reported by Graham Holdings Company under EIN 53-0182885 and plan number 023. It reports 3,933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144810NAL0026460032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graham Holdings Company
- EIN
- 53-0182885
- Plan number
- 023
- Location
- Arlington, VA
- Participants
- 3,933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $310,002,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $310,002,741
- Employer contributions
- $1,271,107
- Participant contributions
- $12,183,186
- Total income / additions
- $64,773,429
- Benefits paid
- $17,340,085
- Administrative expenses
- $234,546
- Total expenses
- $17,575,848
- Net increase / (decrease)
- $47,197,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $134,337 | $0 |
| Vanguard Advisers Inc. | NONE | $100,208 | not reported in the loaded dataset |