2023 Form 5500 filing — Klh Marketing, Inc. Employee Stock Ownership Plan And Trust

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 20241011161534NAL0045071426001) for Klh Marketing, Inc. Employee Stock Ownership Plan And Trust, reported by Klh Marketing, Inc. under EIN 95-4387757 and plan number 004. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,512,083
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011161534NAL0045071426001
Plan sponsor
Klh Marketing, Inc.
EIN
95-4387757
Plan number
004
Location
Anaheim, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$6M total assets
Net assets$2.5MLiabilities$3.5M
Money in vs. money out
Total income / additions$717K
Total expenses$564.3K
Benefits paid / distributions$46.2K
Contributions
Employer$580.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,034,589
Total liabilities (EOY)
$3,522,506
Net assets (EOY)
$2,512,083
Employer contributions
$580,582
Total income / additions
$717,010
Benefits paid
$46,241
Administrative expenses
$967
Total expenses
$564,310
Net increase / (decrease)
$152,700

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011161534NAL0045071426001 cover?
It is the 2023 Form 5500 filing for Klh Marketing, Inc. Employee Stock Ownership Plan And Trust, reported by Klh Marketing, Inc. (EIN 95-4387757).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages