2023 Form 5500 filing — Kids Are First 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 20241029204839NAL0005321425001) for Kids Are First 401(K) Plan, reported by Kids Are First, Inc. under EIN 27-4661034 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029204839NAL0005321425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kids Are First, Inc.
- EIN
- 27-4661034
- Plan number
- 001
- Location
- Carrizo Springs, TX
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,039,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,039,546
- Employer contributions
- $114,967
- Participant contributions
- $170,045
- Total income / additions
- $560,552
- Benefits paid
- $70,903
- Administrative expenses
- $19,853
- Total expenses
- $90,756
- Net increase / (decrease)
- $469,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps | REGISTERED INVESTMENT AD | $6,068 | not reported in the loaded dataset |
| Merrill Lynch - Fas | REGISTERED INVESTMENT AD | $2,601 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $1,587 |