The W.K. Kellogg Foundation Savings Plan — Form 5500 plan (The W.K. Kellogg Foundation)
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, The W.K. Kellogg Foundation Savings Plan is a benefit plan reported by The W.K. Kellogg Foundation under EIN 38-1359264 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $100,631,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The W.K. Kellogg Foundation
- EIN
- 38-1359264
- Plan number
- 001
- Plan type
- 2
- Location
- Battle Creek, MI
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $100,631,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20250502181100NAL0010242258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,631,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,631,647
- Net assets (BOY)
- $84,915,445
Income & contributions
- Employer contributions
- $4,539,753
- Participant contributions
- $2,866,040
- Total contributions
- $7,955,648
- Total income / additions
- $23,512,317
Expenses & distributions
- Benefits paid
- $7,792,615
- Administrative expenses
- $3,500
- Total expenses
- $7,796,115
- Net increase / (decrease)
- $15,716,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $5,020 | $0 | 2023 |