2023 Form 5500 filing — Kling Partners Inc. Retirement 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 20240923103745NAL0004104227001) for Kling Partners Inc. Retirement Plan, reported by Kling Partners Inc. under EIN 46-3363887 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240923103745NAL0004104227001
Filing year
2023
Form type
2
Plan sponsor
Kling Partners Inc.
EIN
46-3363887
Plan number
001
Location
Cincinatti, OH
Participants
175
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,719,619
Net assets (EOY)
$5,719,619
Employer contributions
$73,004
Participant contributions
$162,751
Total income / additions
$1,424,073
Benefits paid
$68,599
Administrative expenses
$450
Total expenses
$69,049
Net increase / (decrease)
$1,355,024
Schedule source
Schedule I

Related Form 5500 pages