Kpcb Associates Deferred Savings Plan — Form 5500 plan (Kleiner Perkins Caufield & Byers, LLC)
Plain-English plan 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, Kpcb Associates Deferred Savings Plan is a benefit plan reported by Kleiner Perkins Caufield & Byers, LLC under EIN 13-4290384 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $20,518,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kleiner Perkins Caufield & Byers, LLC
- EIN
- 13-4290384
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $20,518,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20240927175034NAL0001240627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,518,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,518,566
- Net assets (BOY)
- $17,682,699
Income & contributions
- Employer contributions
- $190,959
- Participant contributions
- $870,257
- Total contributions
- $1,148,175
- Total income / additions
- $5,260,597
Expenses & distributions
- Benefits paid
- $2,378,928
- Administrative expenses
- $45,802
- Total expenses
- $2,424,730
- Net increase / (decrease)
- $2,835,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $45,287 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $25,342 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $101 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kleiner Perkins Caufield & Byers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation