Kansas City Royals Baseball Club, LLC 401(K) Plan — Form 5500 plan (Kansas City Royals Baseball Club, 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, Kansas City Royals Baseball Club, LLC 401(K) Plan is a benefit plan reported by Kansas City Royals Baseball Club, LLC under EIN 43-0902508 and plan number 001. The latest loaded filing year is 2023. The filing reports 923 participants and $40,380,399 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.4MPlan net assets, end of year$40,380,399
Participants923Covered participants reported
Assets / participant$43.7KComputed: assets ÷ participants$43,749 (computed)
Provider compensation$131.3K2 Schedule C provider row(s)$131,277
Plan sponsor
Kansas City Royals Baseball Club, LLC
EIN
43-0902508
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023923H, C20241009164547NAL0019652433001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40.4M total assets
Net assets$40.4MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$1.9M
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$40,380,399
Total liabilities (EOY)
$0
Net assets (EOY)
$40,380,399
Net assets (BOY)
$32,694,226

Income & contributions

Employer contributions
$1,929,455
Participant contributions
$2,056,342
Total contributions
$4,263,277
Total income / additions
$10,541,707

Expenses & distributions

Benefits paid
$2,758,057
Administrative expenses
$97,477
Total expenses
$2,855,534
Net increase / (decrease)
$7,686,173
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$97,477$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$33,8002023

Related Form 5500 pages