Klas Enterprises, LLC 401(K) Plan — Form 5500 plan (Klas Enterprises, LLC)
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, Klas Enterprises, LLC 401(K) Plan is a benefit plan reported by Klas Enterprises, LLC under EIN 86-0878379 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $23,014,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klas Enterprises, LLC
- EIN
- 86-0878379
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Grove, UT
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $23,014,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241010182610NAL0036692080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,014,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,014,483
- Net assets (BOY)
- $17,512,678
Income & contributions
- Employer contributions
- $912,915
- Participant contributions
- $1,391,524
- Total contributions
- $2,366,253
- Total income / additions
- $5,967,939
Expenses & distributions
- Benefits paid
- $374,381
- Administrative expenses
- $91,753
- Total expenses
- $466,134
- Net increase / (decrease)
- $5,501,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Co Of America | RECORDKEEPER | $40,533 | $0 | 2023 |
| Gallagher Benefit Services Inc | INVESTMENT ADVISOR | $27,792 | not reported in the loaded dataset | 2023 |
| Pensions Plus, Inc. | CONTRACT ADMIN | $16,349 | not reported in the loaded dataset | 2023 |
| Squire & Company Pc | AUDITOR, OTHER | $7,211 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $4,235 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $500 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Klas Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Pleasant Grove, UT
- Empower Annuity Insur Co Of America — Schedule C compensation
- Gallagher Benefit Services Inc — Schedule C compensation
- Pensions Plus, Inc. — Schedule C compensation
- Squire & Company Pc — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation