Klein, Thorpe And Jenkins, Ltd. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Klein, Thorpe And Jenkins, Ltd.)
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, Thorpe And Jenkins, Ltd. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Klein, Thorpe And Jenkins, Ltd. under EIN 36-2933468 and plan number 002. The latest loaded filing year is 2023. The filing reports 58 participants and $24,502,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klein, Thorpe And Jenkins, Ltd.
- EIN
- 36-2933468
- Plan number
- 002
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 58
- End-of-year plan assets
- $24,502,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 58 | I | 20240904155107NAL0019926353001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $24,502,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,502,548
- Net assets (BOY)
- $21,430,043
Income & contributions
- Employer contributions
- $494,549
- Participant contributions
- $404,884
- Total income / additions
- $4,296,038
Expenses & distributions
- Benefits paid
- $1,118,011
- Administrative expenses
- $105,522
- Total expenses
- $1,223,533
- Net increase / (decrease)
- $3,072,505
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.