Klimko Investments, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Klimko Investments, 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, Klimko Investments, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Klimko Investments, Inc. under EIN 81-1561098 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $141,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klimko Investments, Inc.
- EIN
- 81-1561098
- Plan number
- 001
- Plan type
- 2
- Location
- Fostoria, OH
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $141,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20241012082655NAL0024335233001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $141,134
- Net assets (EOY)
- $141,134
- Net assets (BOY)
- $125,628
Income & contributions
- Total income / additions
- $15,861
Expenses & distributions
- Administrative expenses
- $355
- Total expenses
- $355
- Net increase / (decrease)
- $15,506
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.