Plan5500

Kids Are First 401(K) Plan — Form 5500 plan (Kids Are First, 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, Kids Are First 401(K) Plan is a benefit plan reported by Kids Are First, Inc. under EIN 27-4661034 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $2,039,546 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kids Are First, Inc.
EIN
27-4661034
Plan number
001
Plan type
2
Location
Carrizo Springs, TX
Latest filing year
2023
Participants
222
End-of-year plan assets
$2,039,546

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20241029204839NAL0005321425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,039,546
Total liabilities (EOY)
$0
Net assets (EOY)
$2,039,546
Net assets (BOY)
$1,569,750

Income & contributions

Employer contributions
$114,967
Participant contributions
$170,045
Total contributions
$285,012
Total income / additions
$560,552

Expenses & distributions

Benefits paid
$70,903
Administrative expenses
$19,853
Total expenses
$90,756
Net increase / (decrease)
$469,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - EpsREGISTERED INVESTMENT AD$6,068not reported in the loaded dataset2023
Merrill Lynch - FasREGISTERED INVESTMENT AD$2,601not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$0$1,5872023

Related Form 5500 pages