2023 Form 5500 filing — Klein, Thorpe And Jenkins, Ltd. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904155107NAL0019926353001) for Klein, Thorpe And Jenkins, Ltd. 401(K) Profit Sharing Plan And Trust, reported by Klein, Thorpe And Jenkins, Ltd. under EIN 36-2933468 and plan number 002. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240904155107NAL0019926353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klein, Thorpe And Jenkins, Ltd.
- EIN
- 36-2933468
- Plan number
- 002
- Location
- Westmont, IL
- Participants
- 58
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,502,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,502,548
- Employer contributions
- $494,549
- Participant contributions
- $404,884
- Total income / additions
- $4,296,038
- Benefits paid
- $1,118,011
- Administrative expenses
- $105,522
- Total expenses
- $1,223,533
- Net increase / (decrease)
- $3,072,505
- Schedule source
- Schedule I