Plan5500

Kipp Socal Public Schools 401(K) Plan — Form 5500 plan (Kipp Socal 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 Socal Public Schools 401(K) Plan is a benefit plan reported by Kipp Socal Public Schools under EIN 26-1607268 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,546 participants and $36,772,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kipp Socal Public Schools
EIN
26-1607268
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
1,546
End-of-year plan assets
$36,772,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,546H, C20250404131823NAL0022778930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,772,103
Total liabilities (EOY)
$143,738
Net assets (EOY)
$36,628,365
Net assets (BOY)
$29,025,266

Income & contributions

Employer contributions
$1,506,901
Participant contributions
$3,239,274
Total contributions
$4,833,778
Total income / additions
$9,962,068

Expenses & distributions

Benefits paid
$2,175,735
Administrative expenses
$121,580
Total expenses
$2,358,969
Net increase / (decrease)
$7,603,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$121,580$02023

Related Form 5500 pages