2023 Form 5500 filing — Kennedy Wilson 401(K) 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 20240917163512NAL0005726512001) for Kennedy Wilson 401(K) Plan, reported by Kennedy-Wilson Holdings, Inc. under EIN 26-0508760 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917163512NAL0005726512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennedy-Wilson Holdings, Inc.
- EIN
- 26-0508760
- Plan number
- 001
- Location
- Beverly Hills, CA
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,784,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,784,999
- Employer contributions
- $619,930
- Participant contributions
- $2,019,673
- Total income / additions
- $7,174,248
- Benefits paid
- $1,136,066
- Administrative expenses
- $71,141
- Total expenses
- $1,207,207
- Net increase / (decrease)
- $5,967,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,567 | $0 |
| Morgan Stanley Global Banking Opera | NONE | $25,000 | not reported in the loaded dataset |
| Sikich Llp | NONE | $14,500 | not reported in the loaded dataset |