2023 Form 5500 filing — Max Kade Foundation Inc Retirement Plan For Employees With Tiaa & Cref

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 20240625141201NAL0008198721002) for Max Kade Foundation Inc Retirement Plan For Employees With Tiaa & Cref, reported by Max Kade Foundation Inc under EIN 13-5658082 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,643,619
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240625141201NAL0008198721002
Plan sponsor
Max Kade Foundation Inc
EIN
13-5658082
Plan number
001
Location
New York, NY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities
Money in vs. money out
Total income / additions$748.6K
Total expenses$4.4K
Benefits paid / distributions$4.4K
Contributions
Employer$87.7K
Participant$29.2K
Full reported line items
Total assets (EOY)
$4,643,619
Net assets (EOY)
$4,643,619
Employer contributions
$87,677
Participant contributions
$29,226
Total income / additions
$748,603
Benefits paid
$4,426
Total expenses
$4,426
Net increase / (decrease)
$744,177

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625141201NAL0008198721002 cover?
It is the 2023 Form 5500 filing for Max Kade Foundation Inc Retirement Plan For Employees With Tiaa & Cref, reported by Max Kade Foundation Inc (EIN 13-5658082).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages