2023 Form 5500 filing — Madison-Kipp Retirement 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 20241014150437NAL0027651633001) for Madison-Kipp Retirement Savings Plan, reported by Madison-Kipp Corporation under EIN 39-0444080 and plan number 003. It reports 521 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)$30.1MReported net assets$30,137,497
Participants521
Provider compensation$13.8K2 Schedule C row(s)$13,780
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014150437NAL0027651633001
Plan sponsor
Madison-Kipp Corporation
EIN
39-0444080
Plan number
003
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$30.1M total assets
Net assets$30.1MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$693.9K
Participant$1.5M
Full reported line items
Total assets (EOY)
$30,137,497
Total liabilities (EOY)
$0
Net assets (EOY)
$30,137,497
Employer contributions
$693,864
Participant contributions
$1,478,329
Total income / additions
$7,542,822
Benefits paid
$4,193,729
Administrative expenses
$13,780
Total expenses
$4,249,845
Net increase / (decrease)
$3,292,977
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $8.8K
  2. 2
    RECORDKEEPER · Direct $5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150437NAL0027651633001 cover?
It is the 2023 Form 5500 filing for Madison-Kipp Retirement Savings Plan, reported by Madison-Kipp Corporation (EIN 39-0444080).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages