2023 Form 5500 filing — Klein Products, Inc. 401k Profit Sharing 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 20241010135626NAL0040959618003) for Klein Products, Inc. 401k Profit Sharing Plan, reported by Klein Products, Inc. under EIN 95-2105141 and plan number 001. It reports 131 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)$3.4MReported net assets$3,412,421
Participants131
Provider compensation$18.2K1 Schedule C row(s)$18,151
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010135626NAL0040959618003
Plan sponsor
Klein Products, Inc.
EIN
95-2105141
Plan number
001
Location
Ontario, 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)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$841.8K
Total expenses$217.1K
Benefits paid / distributions$199.3K
Contributions
Employer$124K
Participant$280.4K
Full reported line items
Total assets (EOY)
$3,412,421
Net assets (EOY)
$3,412,421
Employer contributions
$123,999
Participant contributions
$280,425
Total income / additions
$841,757
Benefits paid
$199,336
Administrative expenses
$17,764
Total expenses
$217,100
Net increase / (decrease)
$624,657
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010135626NAL0040959618003 cover?
It is the 2023 Form 5500 filing for Klein Products, Inc. 401k Profit Sharing Plan, reported by Klein Products, Inc. (EIN 95-2105141).
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