2023 Form 5500 filing — Kipp Bay Area 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 20250523115727NAL0003426305001) for Kipp Bay Area Schools 401(K) Plan, reported by Kipp Bay Area Schools under EIN 20-5010766 and plan number 001. It reports 1,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250523115727NAL0003426305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kipp Bay Area Schools
- EIN
- 20-5010766
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 1,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,175,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,175,284
- Employer contributions
- $2,710,551
- Participant contributions
- $4,731,492
- Total income / additions
- $15,373,780
- Benefits paid
- $3,996,206
- Administrative expenses
- $213,631
- Total expenses
- $4,253,733
- Net increase / (decrease)
- $11,120,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $111,482 | $0 |
| Carlson Quinn And Associates | TPA | $56,500 | not reported in the loaded dataset |
| Silicon Valley Accountancy Corp. | AUDITOR | $18,900 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |