2023 Form 5500 filing — Kipp Socal Public Schools 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 20250404131823NAL0022778930001) for Kipp Socal Public Schools 401(K) Plan, reported by Kipp Socal Public Schools under EIN 26-1607268 and plan number 001. It reports 1,546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404131823NAL0022778930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kipp Socal Public Schools
- EIN
- 26-1607268
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 1,546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,772,103
- Total liabilities (EOY)
- $143,738
- Net assets (EOY)
- $36,628,365
- Employer contributions
- $1,506,901
- Participant contributions
- $3,239,274
- Total income / additions
- $9,962,068
- Benefits paid
- $2,175,735
- Administrative expenses
- $121,580
- Total expenses
- $2,358,969
- Net increase / (decrease)
- $7,603,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $121,580 | $0 |