Give Kids The World, Inc. 403(B) Plan — Form 5500 plan (Give Kids The World, 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, Give Kids The World, Inc. 403(B) Plan is a benefit plan reported by Give Kids The World, Inc. under EIN 59-2654440 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $5,246,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Give Kids The World, Inc.
- EIN
- 59-2654440
- Plan number
- 002
- Plan type
- 2
- Location
- Kissimmee, FL
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $5,246,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241011162218NAL0022319633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,246,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,246,539
- Net assets (BOY)
- $4,276,433
Income & contributions
- Employer contributions
- $181,873
- Participant contributions
- $354,880
- Total contributions
- $601,753
- Total income / additions
- $1,328,897
Expenses & distributions
- Benefits paid
- $344,405
- Administrative expenses
- $14,386
- Total expenses
- $358,791
- Net increase / (decrease)
- $970,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $13,847 | $0 | 2023 |
| Retirement Solutions Specialists | TPA | $0 | $1,517 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $669 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $300 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $238 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Give Kids The World, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Kissimmee, FL
- Voya Retirement Insurance And Annui — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Morningstar — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation