2023 Form 5500 filing — The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees
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 20241007144810NAL0026460032001) for The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees, reported by Graham Holdings Company under EIN 53-0182885 and plan number 023. It reports 3,933 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)$310MReported net assets$310,002,741
Participants3.9K3,933
Provider compensation$234.5K2 Schedule C row(s)$234,545
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007144810NAL0026460032001
- Plan sponsor
- Graham Holdings Company
- EIN
- 53-0182885
- Plan number
- 023
- Location
- Arlington, VA
- 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)$310M total assets
Net assets$310MLiabilities$0
Full reported line items
- Total assets (EOY)
- $310,002,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $310,002,741
- Employer contributions
- $1,271,107
- Participant contributions
- $12,183,186
- Total income / additions
- $64,773,429
- Benefits paid
- $17,340,085
- Administrative expenses
- $234,546
- Total expenses
- $17,575,848
- Net increase / (decrease)
- $47,197,581
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $134,337 | $0 |
| Vanguard Advisers Inc. | NONE | $100,208 | not reported in the loaded dataset |