2023 Form 5500 filing — The Klover Companies 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 20241002114847NAL0014259568001) for The Klover Companies Retirement Savings Plan, reported by Klover Sepa Inc. under EIN 81-5335337 and plan number 001. It reports 447 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)$15.1MReported net assets$15,130,396
Participants447
Provider compensation$124.5K4 Schedule C row(s)$124,515
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002114847NAL0014259568001
- Plan sponsor
- Klover Sepa Inc.
- EIN
- 81-5335337
- Plan number
- 001
- Location
- Quakertown, PA
- Received date
- not reported in the loaded dataset
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)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,130,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,130,396
- Employer contributions
- $381,320
- Participant contributions
- $470,421
- Total income / additions
- $3,096,019
- Benefits paid
- $199,225
- Administrative expenses
- $124,258
- Total expenses
- $323,483
- Net increase / (decrease)
- $2,772,536
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,632 | $256 |
| Lpl Financial LLC-Prcp | ADVISOR | $40,942 | not reported in the loaded dataset |
| Atlantic Pension Services | RECORDKEEPER | $16,381 | not reported in the loaded dataset |
| Kreischer Miller | ACCOUNTANT | $16,304 | not reported in the loaded dataset |