2023 Form 5500 filing — The Henry J. Kaiser Family 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 20241014141209NAL0044823984005) for The Henry J. Kaiser Family Foundation 401(K) Plan, reported by The Henry J. Kaiser Family Foundation under EIN 94-6064808 and plan number 003. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141209NAL0044823984005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Henry J. Kaiser Family Foundation
- EIN
- 94-6064808
- Plan number
- 003
- Location
- San Francisco, CA
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,922,090
- Net assets (EOY)
- $95,922,090
- Employer contributions
- $5,131,880
- Participant contributions
- $1,651,555
- Total income / additions
- $23,513,549
- Benefits paid
- $6,278,583
- Administrative expenses
- $3,966
- Total expenses
- $6,282,549
- Net increase / (decrease)
- $17,231,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Ops | RECORDKEEPER | $1,086 | $0 |