Plan5500

Kansas City Southern 401(K) And Profit Sharing Plan — Form 5500 plan (Kansas City Southern)

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 Southern 401(K) And Profit Sharing Plan is a benefit plan reported by Kansas City Southern under EIN 44-0663509 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,823 participants and $181,144,637 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$181.1MPlan net assets, end of year$181,144,637
Participants1.8KCovered participants reported1,823
Assets / participant$99.4KComputed: assets ÷ participants$99,366 (computed)
Provider compensation$151.9K2 Schedule C provider row(s)$151,925
Plan sponsor
Kansas City Southern
EIN
44-0663509
Plan number
005
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,823 participants · 2Sch HSch C
    View filing →
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)$181.1M total assets
Net assets$181.1MLiabilities$0
Money in vs. money out
Total income / additions$46.4M
Total expenses$34.6M
Benefits paid / distributions$34.5M
Contributions
Employer$5.4M
Participant$10.2M
Full reported line items

Net assets

Total assets (EOY)
$181,144,637
Total liabilities (EOY)
$0
Net assets (EOY)
$181,144,637
Net assets (BOY)
$169,374,321

Income & contributions

Employer contributions
$5,419,043
Participant contributions
$10,163,675
Total contributions
$16,192,320
Total income / additions
$46,398,735

Expenses & distributions

Benefits paid
$34,476,848
Administrative expenses
$151,571
Total expenses
$34,628,419
Net increase / (decrease)
$11,770,316
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 35%Participant 65%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$93.3K
    RECORDKEEPER · Direct $93.3K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$58.6K
    ADVISOR · Direct $58.6K

What to inspect next

Frequently asked questions

Who sponsors the Kansas City Southern 401(K) And Profit Sharing Plan?
Kansas City Southern 401(K) And Profit Sharing Plan is reported as sponsored by Kansas City Southern (EIN 44-0663509, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kansas City Southern 401(K) And Profit Sharing Plan?
The latest Form 5500 filing year loaded for Kansas City Southern 401(K) And Profit Sharing Plan is 2023.
How many participants does Kansas City Southern 401(K) And Profit Sharing Plan report?
Kansas City Southern 401(K) And Profit Sharing Plan reports 1,823 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kansas City Southern 401(K) And Profit Sharing Plan?
Kansas City Southern 401(K) And Profit Sharing Plan reports $181,144,637 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages