The Klover Companies Retirement Savings Plan — Form 5500 plan (Klover Sepa 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, The Klover Companies Retirement Savings Plan is a benefit plan reported by Klover Sepa Inc. under EIN 81-5335337 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $15,130,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klover Sepa Inc.
- EIN
- 81-5335337
- Plan number
- 001
- Plan type
- 2
- Location
- Quakertown, PA
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $15,130,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20241002114847NAL0014259568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,130,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,130,396
- Net assets (BOY)
- $12,357,860
Income & contributions
- Employer contributions
- $381,320
- Participant contributions
- $470,421
- Total contributions
- $851,741
- Total income / additions
- $3,096,019
Expenses & distributions
- Benefits paid
- $199,225
- Administrative expenses
- $124,258
- Total expenses
- $323,483
- Net increase / (decrease)
- $2,772,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,632 | $256 | 2023 |
| Lpl Financial LLC-Prcp | ADVISOR | $40,942 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services | RECORDKEEPER | $16,381 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | ACCOUNTANT | $16,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Klover Sepa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Quakertown, PA
- Nationwide — Schedule C compensation
- Lpl Financial LLC-Prcp — Schedule C compensation
- Atlantic Pension Services — Schedule C compensation
- Kreischer Miller — Schedule C compensation