The Henry J. Kaiser Family Foundation 401(K) Plan — Form 5500 plan (The Henry J. Kaiser Family Foundation)
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, The Henry J. Kaiser Family Foundation 401(K) Plan is a benefit plan reported by The Henry J. Kaiser Family Foundation under EIN 94-6064808 and plan number 003. The latest loaded filing year is 2023. The filing reports 346 participants and $95,922,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Henry J. Kaiser Family Foundation
- EIN
- 94-6064808
- Plan number
- 003
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $95,922,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241014141209NAL0044823984005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,922,090
- Net assets (EOY)
- $95,922,090
- Net assets (BOY)
- $78,691,090
Income & contributions
- Employer contributions
- $5,131,880
- Participant contributions
- $1,651,555
- Total contributions
- $7,095,506
- Total income / additions
- $23,513,549
Expenses & distributions
- Benefits paid
- $6,278,583
- Administrative expenses
- $3,966
- Total expenses
- $6,282,549
- Net increase / (decrease)
- $17,231,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Ops | RECORDKEEPER | $1,086 | $0 | 2023 |