Kl&A, Inc. 401(K) Plan And Trust — Form 5500 plan (Kl&A, 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, Kl&A, Inc. 401(K) Plan And Trust is a benefit plan reported by Kl&A, Inc. under EIN 94-3216913 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $13,511,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kl&A, Inc.
EIN
94-3216913
Plan number
001
Plan type
2
Location
Golden, CO
Latest filing year
2023
Participants
140
End-of-year plan assets
$13,511,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241011143759NAL0022941185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,511,629
Total liabilities (EOY)
$0
Net assets (EOY)
$13,511,629
Net assets (BOY)
$10,576,612

Income & contributions

Employer contributions
$229,257
Participant contributions
$1,102,828
Total contributions
$1,345,124
Total income / additions
$3,600,567

Expenses & distributions

Benefits paid
$612,008
Administrative expenses
$53,542
Total expenses
$665,550
Net increase / (decrease)
$2,935,017

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncINVESTMENT ADVISOR$28,417not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$19,311$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,814not reported in the loaded dataset2023

Related Form 5500 pages