2023 Form 5500 filing — Ku Endowment Association Employees 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 20241002154736NAL0009085393001) for Ku Endowment Association Employees 401(K) Plan, reported by Kansas University Endowment Association under EIN 48-0547734 and plan number 002. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002154736NAL0009085393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kansas University Endowment Association
- EIN
- 48-0547734
- Plan number
- 002
- Location
- Lawrence, KS
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,726,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,726,425
- Employer contributions
- $365,755
- Participant contributions
- $1,757,652
- Total income / additions
- $6,334,364
- Benefits paid
- $4,465,693
- Administrative expenses
- $1,776
- Total expenses
- $4,467,469
- Net increase / (decrease)
- $1,866,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,731 | $0 |