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, Kld Associates Inc 401k Plan is a benefit plan reported by Kld Associates, Inc. under EIN 11-2233459 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $10,398,969 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,398,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,398,969
- Net assets (BOY)
- $8,136,728
Income & contributions
- Employer contributions
- $621,430
- Participant contributions
- $459,082
- Total contributions
- $1,418,488
- Total income / additions
- $2,760,207
Expenses & distributions
- Benefits paid
- $496,642
- Administrative expenses
- $1,324
- Total expenses
- $497,966
- Net increase / (decrease)
- $2,262,241