Kipp Capital Region Public Schools 403(B) Plan — Form 5500 plan (Kipp Capital Region Public Schools)
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, Kipp Capital Region Public Schools 403(B) Plan is a benefit plan reported by Kipp Capital Region Public Schools under EIN 20-1347748 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $10,985,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kipp Capital Region Public Schools
- EIN
- 20-1347748
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $10,985,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20250414094558NAL0000700451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,985,120
- Total liabilities (EOY)
- $5,178
- Net assets (EOY)
- $10,979,942
- Net assets (BOY)
- $8,154,373
Income & contributions
- Employer contributions
- $932,703
- Participant contributions
- $1,151,102
- Total contributions
- $2,116,601
- Total income / additions
- $3,422,936
Expenses & distributions
- Benefits paid
- $558,768
- Administrative expenses
- $38,599
- Total expenses
- $597,367
- Net increase / (decrease)
- $2,825,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | INVESTMENT ADVISORY | $27,076 | $0 | 2023 |
| Ascensus LLC | OTHER FEES | $13,117 | $4 | 2023 |
| The Angell Pension Group | THIRD PARTY ADMIN | $1,597 | $0 | 2023 |