Kleen-Rite Corporation 401(K) Plan — Form 5500 plan (Kleen-Rite Corporation)
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, Kleen-Rite Corporation 401(K) Plan is a benefit plan reported by Kleen-Rite Corporation under EIN 23-1712065 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $11,621,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kleen-Rite Corporation
- EIN
- 23-1712065
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, PA
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $11,621,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241014124556NAL0026177937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,621,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,621,684
- Net assets (BOY)
- $9,518,917
Income & contributions
- Employer contributions
- $579,088
- Participant contributions
- $390,008
- Total contributions
- $1,246,462
- Total income / additions
- $2,980,580
Expenses & distributions
- Benefits paid
- $873,612
- Administrative expenses
- $0
- Total expenses
- $877,813
- Net increase / (decrease)
- $2,102,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Advantage Inc | CONTRACT ADMIN | $3,986 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,213 | $0 | 2023 |