2023 Form 5500 filing — The Kinkaid School 403(B) 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 20250505144531NAL0005916739001) for The Kinkaid School 403(B) Plan, reported by The Kinkaid School, Inc. under EIN 76-0295523 and plan number 002. It reports 614 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)$77MReported net assets$76,983,950
Participants614
Provider compensation$79.8K2 Schedule C row(s)$79,841
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250505144531NAL0005916739001
Plan sponsor
The Kinkaid School, Inc.
EIN
76-0295523
Plan number
002
Location
Houston, TX
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)$77M total assets
Net assets$77MLiabilities
Money in vs. money out
Total income / additions$13.2M
Total expenses$5.3M
Benefits paid / distributions$5.3M
Contributions
Employer$1.4M
Participant$2.5M
Full reported line items
Total assets (EOY)
$76,983,950
Net assets (EOY)
$76,983,950
Employer contributions
$1,401,247
Participant contributions
$2,518,456
Total income / additions
$13,166,853
Benefits paid
$5,267,770
Administrative expenses
$79,841
Total expenses
$5,347,611
Net increase / (decrease)
$7,819,242
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $79.8K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250505144531NAL0005916739001 cover?
It is the 2023 Form 5500 filing for The Kinkaid School 403(B) Plan, reported by The Kinkaid School, Inc. (EIN 76-0295523).
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).

Related Form 5500 pages