The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees — Form 5500 plan (Graham Holdings Company)

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 Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees is a benefit plan reported by Graham Holdings Company under EIN 53-0182885 and plan number 023. The latest loaded filing year is 2023. The filing reports 3,933 participants and $310,002,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graham Holdings Company
EIN
53-0182885
Plan number
023
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
3,933
End-of-year plan assets
$310,002,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,933H, C20241007144810NAL0026460032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$310,002,741
Total liabilities (EOY)
$0
Net assets (EOY)
$310,002,741
Net assets (BOY)
$262,805,160

Income & contributions

Employer contributions
$1,271,107
Participant contributions
$12,183,186
Total contributions
$14,709,399
Total income / additions
$64,773,429

Expenses & distributions

Benefits paid
$17,340,085
Administrative expenses
$234,546
Total expenses
$17,575,848
Net increase / (decrease)
$47,197,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$134,337$02023
Vanguard Advisers Inc.NONE$100,208not reported in the loaded dataset2023

Related Form 5500 pages