Kipp Foundation 401(K) Plan — Form 5500 plan (Kipp 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, Kipp Foundation 401(K) Plan is a benefit plan reported by Kipp Foundation under EIN 94-3362724 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $32,435,349 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$32.4MPlan net assets, end of year$32,435,349
Participants398Covered participants reported
Assets / participant$81.5KComputed: assets ÷ participants$81,496 (computed)
Provider compensation$29.9K3 Schedule C provider row(s)$29,862
- Plan sponsor
- Kipp Foundation
- EIN
- 94-3362724
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241004165223NAL0019965760001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$32.4M total assets
Net assets$32.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $32,435,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,435,349
- Net assets (BOY)
- $27,964,936
Income & contributions
- Employer contributions
- $1,044,427
- Participant contributions
- $2,005,684
- Total contributions
- $3,077,723
- Total income / additions
- $7,418,312
Expenses & distributions
- Benefits paid
- $2,897,658
- Administrative expenses
- $24,861
- Total expenses
- $2,947,899
- Net increase / (decrease)
- $4,470,413
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT MANAGEMENT | $20,780 | not reported in the loaded dataset | 2023 |
| Carson Quinn And Associates | TPA | $0 | $5,000 | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $4,082 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kipp Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Sageview Advisory Group, LLC — Schedule C compensation
- Carson Quinn And Associates — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation