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, Klingner & Associates, P.C. Retirement Plan is a benefit plan reported by Klingner & Associates, P.C. under EIN 37-1179355 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $36,429,069 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,429,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,429,069
- Net assets (BOY)
- $29,807,094
Income & contributions
- Employer contributions
- $505,121
- Participant contributions
- $1,059,032
- Total contributions
- $2,013,586
- Total income / additions
- $7,498,322
Expenses & distributions
- Benefits paid
- $1,652,665
- Administrative expenses
- $56,944
- Total expenses
- $1,709,609
- Net increase / (decrease)
- $5,788,713