2023 Form 5500 filing — Kipp Capital Region Public Schools 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 20250414094558NAL0000700451001) for Kipp Capital Region Public Schools 403(B) Plan, reported by Kipp Capital Region Public Schools under EIN 20-1347748 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414094558NAL0000700451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kipp Capital Region Public Schools
- EIN
- 20-1347748
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,985,120
- Total liabilities (EOY)
- $5,178
- Net assets (EOY)
- $10,979,942
- Employer contributions
- $932,703
- Participant contributions
- $1,151,102
- Total income / additions
- $3,422,936
- Benefits paid
- $558,768
- Administrative expenses
- $38,599
- Total expenses
- $597,367
- Net increase / (decrease)
- $2,825,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT ADVISORY | $27,076 | $0 |
| Ascensus LLC | OTHER FEES | $13,117 | $4 |
| The Angell Pension Group | THIRD PARTY ADMIN | $1,597 | $0 |