Kipp Bay Area Schools 401(K) Plan — Form 5500 plan (Kipp Bay Area Schools)
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, Kipp Bay Area Schools 401(K) Plan is a benefit plan reported by Kipp Bay Area Schools under EIN 20-5010766 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,350 participants and $53,175,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kipp Bay Area Schools
- EIN
- 20-5010766
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 1,350
- End-of-year plan assets
- $53,175,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,350 | H, C | 20250523115727NAL0003426305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,175,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,175,284
- Net assets (BOY)
- $42,055,237
Income & contributions
- Employer contributions
- $2,710,551
- Participant contributions
- $4,731,492
- Total contributions
- $7,709,391
- Total income / additions
- $15,373,780
Expenses & distributions
- Benefits paid
- $3,996,206
- Administrative expenses
- $213,631
- Total expenses
- $4,253,733
- Net increase / (decrease)
- $11,120,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $111,482 | $0 | 2023 |
| Carlson Quinn And Associates | TPA | $56,500 | not reported in the loaded dataset | 2023 |
| Silicon Valley Accountancy Corp. | AUDITOR | $18,900 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kipp Bay Area Schools
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Carlson Quinn And Associates — Schedule C compensation
- Silicon Valley Accountancy Corp. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation