2023 Form 5500 filing — Klein Tools Retirement Savings 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 20241001114152NAL0006678257001) for Klein Tools Retirement Savings Plan, reported by Klein Tools, Inc. under EIN 26-3795226 and plan number 003. It reports 1,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001114152NAL0006678257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klein Tools, Inc.
- EIN
- 26-3795226
- Plan number
- 003
- Location
- Mansfield, TX
- Participants
- 1,909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $161,505,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,505,518
- Employer contributions
- $5,519,568
- Participant contributions
- $9,639,347
- Total income / additions
- $40,957,091
- Benefits paid
- $15,195,447
- Administrative expenses
- $269,856
- Total expenses
- $15,465,303
- Net increase / (decrease)
- $25,491,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $150,087 | $0 |
| Fiducient Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $16,000 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | NONE | $13,456 | not reported in the loaded dataset |