Klx Energy Services 401(K) Plan — Form 5500 plan (Klx Energy Services Holdings, 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, Klx Energy Services 401(K) Plan is a benefit plan reported by Klx Energy Services Holdings, Inc under EIN 36-4904146 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,773 participants and $83,920,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klx Energy Services Holdings, Inc
- EIN
- 36-4904146
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,773
- End-of-year plan assets
- $83,920,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,773 | H, C | 20240904212829NAL0020294657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,920,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,920,610
- Net assets (BOY)
- $57,457,882
Income & contributions
- Employer contributions
- $3,415,886
- Participant contributions
- $10,029,115
- Total contributions
- $13,789,047
- Total income / additions
- $25,080,706
Expenses & distributions
- Benefits paid
- $9,516,166
- Administrative expenses
- $295,547
- Total expenses
- $9,822,050
- Net increase / (decrease)
- $15,258,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $195,131 | $0 | 2023 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $52,000 | not reported in the loaded dataset | 2023 |
| Calvetti Ferguson | ACCOUNTANT | $21,935 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | RETAINED BY EMPLOYER | $16,429 | not reported in the loaded dataset | 2023 |
| Curcio Webb, LLC | RETAINED BY EMPLOYER | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Klx Energy Services Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- John Hancock — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Calvetti Ferguson — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Curcio Webb, LLC — Schedule C compensation