2023 Form 5500 filing — The Kennedy Center, Inc. 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240313150938NAL0019881955001) for The Kennedy Center, Inc. 403(B) Retirement Plan, reported by The Kennedy Center, Inc. under EIN 06-0709295 and plan number 002. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,049,435
Participants797
Provider compensation$35.3K5 Schedule C row(s)$35,313
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240313150938NAL0019881955001
Plan sponsor
The Kennedy Center, Inc.
EIN
06-0709295
Plan number
002
Location
Trumbull, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$324.7K
Total expenses$39.5K
Benefits paid / distributions$39.4K
Contributions
EmployerNot reported
Participant$110.6K
Full reported line items
Total assets (EOY)
$1,049,435
Total liabilities (EOY)
$0
Net assets (EOY)
$1,049,435
Participant contributions
$110,594
Total income / additions
$324,702
Benefits paid
$39,385
Administrative expenses
$124
Total expenses
$39,509
Net increase / (decrease)
$285,193
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TRUSTEE · Direct $10K
  2. 2
    TRUSTEE · Direct $8K
  3. 3
    RECORDKEEPER · Direct $6.3K · Indirect $0
  4. 4
    RECORDKEEPER · Direct $5.8K · Indirect $0
  5. 5
    TRUSTEE · Direct $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240313150938NAL0019881955001 cover?
It is the 2023 Form 5500 filing for The Kennedy Center, Inc. 403(B) Retirement Plan, reported by The Kennedy Center, Inc. (EIN 06-0709295).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages