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Department of Labor filing

KI BOIS COMMUNITY ACTION FOUNDATION, INC.

403(B) THRIFT PLAN OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. · For the plan year ended Sep 30, 2025

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Public filing 2024 · received Mar 30, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

80filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,982

Reported employer contributions per active participant.

Higher than about 74% of comparable plans
#People in the filing
306

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$5 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 95% of comparable plans
↗Investment performance
Not available

Plan assets changed 11.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202480out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense95th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, KI BOIS COMMUNITY ACTION FOUNDATION, INC. reported $606,601 in employer contributions across the plan and 306 active participants. That works out to $1,982 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 27.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 70.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context80/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$606,601
Participant contributions
$754,650
Other contributions
$54,536
Employer share of reported contributions
44.6%
Beginning assets
$19,500,123
Ending assets
$21,766,829
Ending net assets
$21,766,829
Ending liabilities
$0
Total income
$3,237,708
Total expenses
$971,002
Administrative expenses
$1,668
Participant loans
$20,141

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,551
2023
$1,778
2024
$1,982
Plan-paid administrative expenses per participant
2022
$3
2023
$6
2024
$5
Active participants
2022
356
2023
329
2024
306
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,98230621.8M20260330133124NAL0020634066001
2023$1,77832919.5M20250714135210NAL0001145153001
2022$1,55135616.7M20240715181659NAL0002191825001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
730770231-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 1999
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G3D2J2K2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260330133124NAL0020634066001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗