2023 Form 5500 filing — The Kleinfelder Group, Inc. 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 20240923165349NAL0011659313001) for The Kleinfelder Group, Inc. 401(K) Plan, reported by The Kleinfelder Group, Inc. under EIN 68-0053138 and plan number 003. It reports 4,042 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$470MReported net assets$469,954,227
Participants4K4,042
Provider compensation$317.8K2 Schedule C row(s)$317,806
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923165349NAL0011659313001
Plan sponsor
The Kleinfelder Group, Inc.
EIN
68-0053138
Plan number
003
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$470M total assets
Net assets$470MLiabilities$0
Money in vs. money out
Total income / additions$108.5M
Total expenses$32.4M
Benefits paid / distributions$32.2M
Contributions
Employer$7M
Participant$24.2M
Full reported line items
Total assets (EOY)
$469,954,227
Total liabilities (EOY)
$0
Net assets (EOY)
$469,954,227
Employer contributions
$7,040,947
Participant contributions
$24,242,114
Total income / additions
$108,471,612
Benefits paid
$32,153,814
Administrative expenses
$312,606
Total expenses
$32,436,899
Net increase / (decrease)
$76,034,713
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $265.8K · Indirect $0
  2. 2
    NONE · Direct $52K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923165349NAL0011659313001 cover?
It is the 2023 Form 5500 filing for The Kleinfelder Group, Inc. 401(K) Plan, reported by The Kleinfelder Group, Inc. (EIN 68-0053138).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages