Kansas State University Foundation Defined Contribution Retirement Plan — Form 5500 plan (Kansas State University 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, Kansas State University Foundation Defined Contribution Retirement Plan is a benefit plan reported by Kansas State University Foundation under EIN 48-0667209 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $33,746,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kansas State University Foundation
- EIN
- 48-0667209
- Plan number
- 001
- Plan type
- 2
- Location
- Manhattan, KS
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $33,746,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240916113656NAL0002672336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,746,046
- Net assets (EOY)
- $33,746,046
- Net assets (BOY)
- $30,572,053
Income & contributions
- Employer contributions
- $1,402,201
- Participant contributions
- $1,406,401
- Total contributions
- $2,843,453
- Total income / additions
- $7,641,208
Expenses & distributions
- Benefits paid
- $4,391,645
- Administrative expenses
- $75,570
- Total expenses
- $4,467,215
- Net increase / (decrease)
- $3,173,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And | NONE | $47,346 | $0 | 2023 |
| Prime Capital Investment Advisors | NONE | $27,752 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | NONE | $471 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kansas State University Foundation
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Manhattan, KS
- Tiaa - Teachers Insurance And — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation