2023 Form 5500 filing — National Kidney Foundation 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 20241015094932NAL0014343043001) for National Kidney Foundation Retirement Savings Plan, reported by National Kidney Foundation, Inc. under EIN 13-1673104 and plan number 003. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094932NAL0014343043001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Kidney Foundation, Inc.
- EIN
- 13-1673104
- Plan number
- 003
- Location
- New York, NY
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,490,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,490,467
- Employer contributions
- $600,535
- Participant contributions
- $1,480,709
- Total income / additions
- $7,428,910
- Benefits paid
- $1,913,435
- Administrative expenses
- $127,604
- Total expenses
- $2,041,039
- Net increase / (decrease)
- $5,387,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Focused Wealth Management | NONE | $77,124 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $51,037 | $0 |