Kennedy Wilson 401(K) Plan — Form 5500 plan (Kennedy-Wilson Holdings, Inc.)
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, Kennedy Wilson 401(K) Plan is a benefit plan reported by Kennedy-Wilson Holdings, Inc. under EIN 26-0508760 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $31,784,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennedy-Wilson Holdings, Inc.
- EIN
- 26-0508760
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $31,784,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240917163512NAL0005726512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,784,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,784,999
- Net assets (BOY)
- $25,817,958
Income & contributions
- Employer contributions
- $619,930
- Participant contributions
- $2,019,673
- Total contributions
- $2,661,280
- Total income / additions
- $7,174,248
Expenses & distributions
- Benefits paid
- $1,136,066
- Administrative expenses
- $71,141
- Total expenses
- $1,207,207
- Net increase / (decrease)
- $5,967,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,567 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kennedy-Wilson Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Sikich Llp — Schedule C compensation