Klingberg Comprehensive Program Services Inc. 401(K) Thrift Plan — Form 5500 plan (Klingberg Comprehensive Program Services, Inc.)
Plain-English plan 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, Klingberg Comprehensive Program Services Inc. 401(K) Thrift Plan is a benefit plan reported by Klingberg Comprehensive Program Services, Inc. under EIN 06-0688316 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $13,454,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klingberg Comprehensive Program Services, Inc.
- EIN
- 06-0688316
- Plan number
- 001
- Plan type
- 2
- Location
- New Britain, CT
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $13,454,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241015072621NAL0015939891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,454,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,454,802
- Net assets (BOY)
- $11,578,812
Income & contributions
- Employer contributions
- $322,351
- Participant contributions
- $570,421
- Total contributions
- $892,772
- Total income / additions
- $3,132,880
Expenses & distributions
- Benefits paid
- $1,171,245
- Administrative expenses
- $85,645
- Total expenses
- $1,256,890
- Net increase / (decrease)
- $1,875,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hooker & Holcombe Retirement Servic | NONE | $67,183 | not reported in the loaded dataset | 2023 |
| Hooker & Holcombe Investment Serv | NONE | $18,461 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Klingberg Comprehensive Program Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Britain, CT
- Hooker & Holcombe Retirement Servic — Schedule C compensation
- Hooker & Holcombe Investment Serv — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation