Plan5500

Kleinschmidt Associates — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kleinschmidt Associates (EIN 01-0371466) is a plan sponsor located in Pittsfield, ME with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0371466
Location
Pittsfield, ME
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kleinschmidt Associates

  • 5 loaded plans hold $55.3M in reported assets.
  • The largest, Kleinschmidt Associates Employees Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 928 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$55.3MSummed across loaded plans$55,285,259
Total reported assets$55.3M$55,285,259
Total reported participants928
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$55.3M total assets
Net assets$55.3MLiabilities$0
Contributions & income
Employer contributions$807.1K
Participant contributions$2.1M
Total income / additions$11.5M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$9.2M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kleinschmidt Associates Employees Profit Sharing Plan And Trust
Participants per plan186Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kleinschmidt Associates Employees Profit Sharing Plan And Trust$55.3M
    Plan #002 · 315 participants · 2023
  2. 2
    Kleinschmidt Associates Group Life And And Accidental Death & Dismemberment Plannot reported in the loaded dataset
    Plan #501 · 179 participants · 2023
  3. 3
    Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 166 participants · 2023
  4. 4
    Kleinschmidt Associates Dental Plannot reported in the loaded dataset
    Plan #504 · 139 participants · 2023
  5. 5
    Kleinschmidt Associates Vision Plannot reported in the loaded dataset
    Plan #505 · 129 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kleinschmidt Associates. Open one for its full reported snapshot.

  1. 2023
    Kleinschmidt Associates Employees Profit Sharing Plan And Trust315 participants · 2Sch HSch C
    View filing →
  2. 2023
    Health And Welfare Plan166 participants · 2No schedules
    View filing →
  3. 2023
    Kleinschmidt Associates Dental Plan139 participants · 2No schedules
    View filing →
  4. 2023
    Kleinschmidt Associates Vision Plan129 participants · 2No schedules
    View filing →
  5. 2023
    Kleinschmidt Associates Group Life And And Accidental Death & Dismemberment Plan179 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kleinschmidt Associates report on Form 5500?
Kleinschmidt Associates (EIN 01-0371466) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kleinschmidt Associates?
The Employer Identification Number (EIN) reported for Kleinschmidt Associates is 01-0371466.
What is the latest Form 5500 filing year for Kleinschmidt Associates?
The latest loaded Form 5500 filing year for Kleinschmidt Associates is 2023.

Related Form 5500 pages