2023 Form 5500 filing — Kids Are First 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 20241029204839NAL0005321425001) for Kids Are First 401(K) Plan, reported by Kids Are First, Inc. under EIN 27-4661034 and plan number 001. It reports 222 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)$2MReported net assets$2,039,546
Participants222
Provider compensation$10.3K3 Schedule C row(s)$10,256
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241029204839NAL0005321425001
- Plan sponsor
- Kids Are First, Inc.
- EIN
- 27-4661034
- Plan number
- 001
- Location
- Carrizo Springs, TX
- 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)$2M total assets
Net assets$2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,039,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,039,546
- Employer contributions
- $114,967
- Participant contributions
- $170,045
- Total income / additions
- $560,552
- Benefits paid
- $70,903
- Administrative expenses
- $19,853
- Total expenses
- $90,756
- Net increase / (decrease)
- $469,796
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps | REGISTERED INVESTMENT AD | $6,068 | not reported in the loaded dataset |
| Merrill Lynch - Fas | REGISTERED INVESTMENT AD | $2,601 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $1,587 |