2023 Form 5500 filing — Kids2 Retirement Salary Savings 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 20240924152401NAL0012983409001) for Kids2 Retirement Salary Savings Plan, reported by Kids2, Inc. under EIN 94-1622533 and plan number 002. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924152401NAL0012983409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kids2, Inc.
- EIN
- 94-1622533
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,132,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,132,539
- Employer contributions
- $704,173
- Participant contributions
- $2,549,483
- Total income / additions
- $9,628,502
- Benefits paid
- $3,352,262
- Administrative expenses
- $95,641
- Total expenses
- $3,447,903
- Net increase / (decrease)
- $6,180,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,139 | $0 |
| Thompson Hine | ATTORNEY/LEGAL | $18,841 | not reported in the loaded dataset |
| Long & Associates | ACCOUNTANT/AUDITOR | $15,620 | not reported in the loaded dataset |
| Investment Research & Advisory Gro | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |