The Kinkaid School, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Kinkaid School, Inc. (EIN 76-0295523) is a plan sponsor located in Houston, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
76-0295523
Location
Houston, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Kinkaid School, Inc.

  • 3 loaded plans hold $77M in reported assets.
  • The largest, The Kinkaid School 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,194 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$77MSummed across loaded plans$76,983,950
Total reported assets$77M$76,983,950
Total reported participants1.2K1,194
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$77M total assets
Net assets$77MLiabilities
Contributions & income
Employer contributions$1.4M
Participant contributions$2.5M
Total income / additions$13.2M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$5.3M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Kinkaid School 403(B) Plan
Participants per plan398Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 614 participants · 2023
  2. 2
    Plan #503 · 304 participants · 2023
  3. 3
    Plan #504 · 276 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Kinkaid School, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Kinkaid School, Inc. Medical Care Reimbursement Plan276 participants · 2No schedules
    View filing →
  2. 2023
    The Kinkaid School, Inc. Group Life And Ltd Insurance Plan304 participants · 2No schedules
    View filing →
  3. 2023
    The Kinkaid School 403(B) Plan614 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Kinkaid School, Inc. report on Form 5500?
The Kinkaid School, Inc. (EIN 76-0295523) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Kinkaid School, Inc.?
The Employer Identification Number (EIN) reported for The Kinkaid School, Inc. is 76-0295523.
What is the latest Form 5500 filing year for The Kinkaid School, Inc.?
The latest loaded Form 5500 filing year for The Kinkaid School, Inc. is 2023.

Related Form 5500 pages