2023 Form 5500 filing — Kansas City Symphony 403(B) Retirement 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 20250411130749NAL0023253409001) for Kansas City Symphony 403(B) Retirement Plan, reported by Kansas City Symphony under EIN 43-1297475 and plan number 004. It reports 152 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)$13.6MReported net assets$13,618,964

Participants152

Provider compensation$40.2K2 Schedule C row(s)$40,236

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250411130749NAL0023253409001
Plan sponsor: Kansas City Symphony
EIN: 43-1297475
Plan number: 004
Location: Kansas City, MO
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)$13.6M total assets

Net assets$13.6MLiabilities$0

Money in vs. money out

Total income / additions$2.6M

Total expenses$871.6K

Benefits paid / distributions$831.4K

Contributions

Employer$295K

Participant$774.1K

Full reported line items

Total assets (EOY): $13,618,964
Total liabilities (EOY): $0
Net assets (EOY): $13,618,964
Employer contributions: $294,973
Participant contributions: $774,128
Total income / additions: $2,615,868
Benefits paid: $831,404
Administrative expenses: $40,236
Total expenses: $871,640
Net increase / (decrease): $1,744,228

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$31.2K
CONTRACT ADMINISTRATOR · Direct $31.2K · Indirect $0
2
Sageview Advisory Group, LLC$9K
INVESTMENT ADVISORY · Direct $9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411130749NAL0023253409001 cover?: It is the 2023 Form 5500 filing for Kansas City Symphony 403(B) Retirement Plan, reported by Kansas City Symphony (EIN 43-1297475).
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).