The Kleingers Group Retirement Savings Plan — Form 5500 plan (The Kleingers Group)
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, The Kleingers Group Retirement Savings Plan is a benefit plan reported by The Kleingers Group under EIN 31-1368100 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $15,954,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Kleingers Group
- EIN
- 31-1368100
- Plan number
- 001
- Plan type
- 2
- Location
- West Chester, OH
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $15,954,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241009122751NAL0019163537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,954,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,954,017
- Net assets (BOY)
- $12,761,259
Income & contributions
- Employer contributions
- $438,421
- Participant contributions
- $1,073,857
- Total contributions
- $1,928,980
- Total income / additions
- $4,510,718
Expenses & distributions
- Benefits paid
- $1,212,358
- Administrative expenses
- $105,602
- Total expenses
- $1,317,960
- Net increase / (decrease)
- $3,192,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc. | RECORDKEEPER | $105,602 | $0 | 2023 |