2023 Form 5500 filing — Klinger Companies, L.L.C. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822135752NAL0005185681001) for Klinger Companies, L.L.C. 401(K) Plan, reported by Klinger Companies, L.L.C. under EIN 88-2871538 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822135752NAL0005185681001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Klinger Companies, L.L.C.
- EIN
- 88-2871538
- Plan number
- 001
- Location
- Sioux City, IA
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,580,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,580,627
- Employer contributions
- $1,872,889
- Participant contributions
- $2,588,605
- Total income / additions
- $13,863,922
- Benefits paid
- $7,896,478
- Administrative expenses
- $555
- Total expenses
- $7,900,416
- Net increase / (decrease)
- $5,963,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $555 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |