2023 Form 5500 filing — Kimbell Art Museum 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 20240729125537NAL0012522739001) for Kimbell Art Museum Retirement Plan, reported by Kimbell Art Foundation Kimbell Art Museum under EIN 75-6036226 and plan number 001. It reports 270 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)$25.6MReported net assets$25,564,329
Participants270
Provider compensation$28.8K2 Schedule C row(s)$28,791
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729125537NAL0012522739001
Plan sponsor
Kimbell Art Foundation Kimbell Art Museum
EIN
75-6036226
Plan number
001
Location
Fort Worth, TX
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)$25.6M total assets
Net assets$25.6MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$444.9K
Participant$620K
Full reported line items
Total assets (EOY)
$25,564,329
Total liabilities (EOY)
$0
Net assets (EOY)
$25,564,329
Employer contributions
$444,894
Participant contributions
$619,966
Total income / additions
$4,072,501
Benefits paid
$1,339,057
Administrative expenses
$23,221
Total expenses
$1,362,278
Net increase / (decrease)
$2,710,223
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $22.8K · Indirect $0
  2. 2
    INVESTMENT MANAGER · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729125537NAL0012522739001 cover?
It is the 2023 Form 5500 filing for Kimbell Art Museum Retirement Plan, reported by Kimbell Art Foundation Kimbell Art Museum (EIN 75-6036226).
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