2023 Form 5500 filing — The W.K. Kellogg Foundation Savings 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 20250502181100NAL0010242258001) for The W.K. Kellogg Foundation Savings Plan, reported by The W.K. Kellogg Foundation under EIN 38-1359264 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250502181100NAL0010242258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The W.K. Kellogg Foundation
- EIN
- 38-1359264
- Plan number
- 001
- Location
- Battle Creek, MI
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,631,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,631,647
- Employer contributions
- $4,539,753
- Participant contributions
- $2,866,040
- Total income / additions
- $23,512,317
- Benefits paid
- $7,792,615
- Administrative expenses
- $3,500
- Total expenses
- $7,796,115
- Net increase / (decrease)
- $15,716,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $5,020 | $0 |