2023 Form 5500 filing — Kemper And Leila Williams Foundation, Inc., Cash Or Deferred Profit Sharing Plan And Trust

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 20250110120433NAL0007760883001) for Kemper And Leila Williams Foundation, Inc., Cash Or Deferred Profit Sharing Plan And Trust, reported by Kemper & Leila Williams Foundation, Inc. under EIN 23-7336090 and plan number 001. It reports 139 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)$11.5MReported net assets$11,513,100

Participants139

Provider compensationNone reported1 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250110120433NAL0007760883001
Plan sponsor: Kemper & Leila Williams Foundation, Inc.
EIN: 23-7336090
Plan number: 001
Location: New Orleans, LA
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)$11.5M total assets

Net assets$11.5MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$617.5K

Benefits paid / distributions$617.5K

Contributions

Employer$310.2K

Participant$467.7K

Full reported line items

Total assets (EOY): $11,513,100
Total liabilities (EOY): $0
Net assets (EOY): $11,513,100
Employer contributions: $310,162
Participant contributions: $467,664
Total income / additions: $2,820,380
Benefits paid: $617,524
Administrative expenses: $0
Total expenses: $617,524
Net increase / (decrease): $2,202,856

Schedule C

Reported service provider compensation

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

1
Jpmorgan Invest Holdings LLC$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250110120433NAL0007760883001 cover?: It is the 2023 Form 5500 filing for Kemper And Leila Williams Foundation, Inc., Cash Or Deferred Profit Sharing Plan And Trust, reported by Kemper & Leila Williams Foundation, Inc. (EIN 23-7336090).
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).