Klein Tools Retirement Savings Plan — Form 5500 plan (Klein Tools, 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, Klein Tools Retirement Savings Plan is a benefit plan reported by Klein Tools, Inc. under EIN 26-3795226 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,909 participants and $161,505,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klein Tools, Inc.
- EIN
- 26-3795226
- Plan number
- 003
- Plan type
- 2
- Location
- Mansfield, TX
- Latest filing year
- 2023
- Participants
- 1,909
- End-of-year plan assets
- $161,505,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,909 | H, C | 20241001114152NAL0006678257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $161,505,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,505,518
- Net assets (BOY)
- $136,013,730
Income & contributions
- Employer contributions
- $5,519,568
- Participant contributions
- $9,639,347
- Total contributions
- $16,112,786
- Total income / additions
- $40,957,091
Expenses & distributions
- Benefits paid
- $15,195,447
- Administrative expenses
- $269,856
- Total expenses
- $15,465,303
- Net increase / (decrease)
- $25,491,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $150,087 | $0 | 2023 |
| Fiducient Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Faegre Drinker Biddle & Reath Llp | NONE | $13,456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Klein Tools, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mansfield, TX
- T Rowe Price Rps Inc — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- Faegre Drinker Biddle & Reath Llp — Schedule C compensation