2023 Form 5500 filing — Give Kids The World, Inc. 403(B) 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 20241011162218NAL0022319633001) for Give Kids The World, Inc. 403(B) Plan, reported by Give Kids The World, Inc. under EIN 59-2654440 and plan number 002. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162218NAL0022319633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Give Kids The World, Inc.
- EIN
- 59-2654440
- Plan number
- 002
- Location
- Kissimmee, FL
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,246,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,246,539
- Employer contributions
- $181,873
- Participant contributions
- $354,880
- Total income / additions
- $1,328,897
- Benefits paid
- $344,405
- Administrative expenses
- $14,386
- Total expenses
- $358,791
- Net increase / (decrease)
- $970,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $13,847 | $0 |
| Retirement Solutions Specialists | TPA | $0 | $1,517 |
| Morningstar | INVESTMENT ADVISORY | $0 | $669 |
| Fidelity Investments Institutional | RECORDKEEPER | $300 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY | $238 | not reported in the loaded dataset |