National Kidney Foundation Retirement Savings Plan — Form 5500 plan (National Kidney Foundation, Inc.)

Plain-English plan 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, National Kidney Foundation Retirement Savings Plan is a benefit plan reported by National Kidney Foundation, Inc. under EIN 13-1673104 and plan number 003. The latest loaded filing year is 2023. The filing reports 287 participants and $31,490,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Kidney Foundation, Inc.
EIN
13-1673104
Plan number
003
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
287
End-of-year plan assets
$31,490,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20241015094932NAL0014343043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,490,467
Total liabilities (EOY)
$0
Net assets (EOY)
$31,490,467
Net assets (BOY)
$26,102,596

Income & contributions

Employer contributions
$600,535
Participant contributions
$1,480,709
Total contributions
$2,873,012
Total income / additions
$7,428,910

Expenses & distributions

Benefits paid
$1,913,435
Administrative expenses
$127,604
Total expenses
$2,041,039
Net increase / (decrease)
$5,387,871

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Focused Wealth ManagementNONE$77,124not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$51,037$02023

Related Form 5500 pages