Kipp Of Jacksonville 403(B) Plan — Form 5500 plan (Kipp Of Jacksonville)
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 Of Jacksonville 403(B) Plan is a benefit plan reported by Kipp Of Jacksonville under EIN 26-4046741 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $1,727,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kipp Of Jacksonville
- EIN
- 26-4046741
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $1,727,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241014085014NAL0014663859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,727,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,727,809
- Net assets (BOY)
- $1,432,293
Income & contributions
- Employer contributions
- $80,139
- Participant contributions
- $221,411
- Total contributions
- $308,031
- Total income / additions
- $573,091
Expenses & distributions
- Benefits paid
- $260,687
- Administrative expenses
- $14,545
- Total expenses
- $277,575
- Net increase / (decrease)
- $295,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,558 | $0 | 2023 |
| Triad Advisors Inc | OTHER SERVICES | $0 | $7,212 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |