2023 Form 5500 filing — Kansas City Southern 401(K) And Profit Sharing 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 20241010131120NAL0011491043001) for Kansas City Southern 401(K) And Profit Sharing Plan, reported by Kansas City Southern under EIN 44-0663509 and plan number 005. It reports 1,823 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)$181.1MReported net assets$181,144,637
Participants1.8K1,823
Provider compensation$151.9K2 Schedule C row(s)$151,925
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010131120NAL0011491043001
Plan sponsor
Kansas City Southern
EIN
44-0663509
Plan number
005
Location
Kansas City, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$181.1M total assets
Net assets$181.1MLiabilities$0
Money in vs. money out
Total income / additions$46.4M
Total expenses$34.6M
Benefits paid / distributions$34.5M
Contributions
Employer$5.4M
Participant$10.2M
Full reported line items
Total assets (EOY)
$181,144,637
Total liabilities (EOY)
$0
Net assets (EOY)
$181,144,637
Employer contributions
$5,419,043
Participant contributions
$10,163,675
Total income / additions
$46,398,735
Benefits paid
$34,476,848
Administrative expenses
$151,571
Total expenses
$34,628,419
Net increase / (decrease)
$11,770,316
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $93.3K · Indirect $0
  2. 2
    ADVISOR · Direct $58.6K

Related Form 5500 pages