Plan5500

Kline Process Systems, Inc Employee Benefit Plan — Form 5500 plan (Kline Process Systems, 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, Kline Process Systems, Inc Employee Benefit Plan is a benefit plan reported by Kline Process Systems, Inc. under EIN 23-2612776 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $57,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kline Process Systems, Inc.
EIN
23-2612776
Plan number
501
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
40
End-of-year plan assets
$57,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I, C20250401124853NAL0004007011001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$57,588
Total liabilities (EOY)
$38,483
Net assets (EOY)
$19,105
Net assets (BOY)
$14,551

Income & contributions

Employer contributions
$687,351
Participant contributions
$0
Total income / additions
$688,636

Expenses & distributions

Benefits paid
$394,237
Administrative expenses
$2,337
Total expenses
$684,082
Net increase / (decrease)
$4,554

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acrisure, LLCBROKER$16,172not reported in the loaded dataset2023
The Benecon GroupBROKER$12,032not reported in the loaded dataset2023
Capital BluecrossADMIN$2,547not reported in the loaded dataset2023
Connectcare3OTHER$2,539not reported in the loaded dataset2023

Related Form 5500 pages