How many benefit plans does Klingner & Associates, P.C. report on Form 5500?

Klingner & Associates, P.C. (EIN 37-1179355) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Klingner & Associates, P.C.?

The Employer Identification Number (EIN) reported for Klingner & Associates, P.C. is 37-1179355.

What is the latest Form 5500 filing year for Klingner & Associates, P.C.?

The latest loaded Form 5500 filing year for Klingner & Associates, P.C. is 2023.

Klingner & Associates, P.C. — 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, Klingner & Associates, P.C. (EIN 37-1179355) is a plan sponsor located in Quincy, IL with 2 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: 37-1179355
Location: Quincy, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $36,429,069
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $36,429,069

Contributions & income

Employer contributions: $505,121
Participant contributions: $1,059,032
Total income / additions: $7,498,322

Expenses & distributions

Benefits paid / distributions: $1,652,665
Total expenses: $1,709,609
Net increase / (decrease): $5,788,713

Coverage

Total reported participants: 326
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Klingner & Associates, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Klingner & Associates, P.C. Retirement Plan	001	180	$36,429,069	2023
Klingner & Associates, P.C.	501	146	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Klingner & Associates, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Klingner & Associates, P.C. Retirement Plan	180	H, C	20241002112001NAL0008194017001
2023	Klingner & Associates, P.C.	146	—	20241112143006NAL0034783330001