2023 Form 5500 filing — Kipp Foundation 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 20241004165223NAL0019965760001) for Kipp Foundation 401(K) Plan, reported by Kipp Foundation under EIN 94-3362724 and plan number 001. It reports 398 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)$32.4MReported net assets$32,435,349
Participants398
Provider compensation$29.9K3 Schedule C row(s)$29,862
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004165223NAL0019965760001
Plan sponsor
Kipp Foundation
EIN
94-3362724
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
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)$32.4M total assets
Net assets$32.4MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$1M
Participant$2M
Full reported line items
Total assets (EOY)
$32,435,349
Total liabilities (EOY)
$0
Net assets (EOY)
$32,435,349
Employer contributions
$1,044,427
Participant contributions
$2,005,684
Total income / additions
$7,418,312
Benefits paid
$2,897,658
Administrative expenses
$24,861
Total expenses
$2,947,899
Net increase / (decrease)
$4,470,413
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT MANAGEMENT · Direct $20.8K
  2. 2
    TPA · Direct $0 · Indirect $5K
  3. 3
    RECORDKEEPER · Direct $4.1K · Indirect $0

Related Form 5500 pages