2023 Form 5500 filing — Klx Energy Services 401(K) Plan
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 20240904212829NAL0020294657001) for Klx Energy Services 401(K) Plan, reported by Klx Energy Services Holdings, Inc under EIN 36-4904146 and plan number 001. It reports 2,773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904212829NAL0020294657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klx Energy Services Holdings, Inc
- EIN
- 36-4904146
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 2,773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,920,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,920,610
- Employer contributions
- $3,415,886
- Participant contributions
- $10,029,115
- Total income / additions
- $25,080,706
- Benefits paid
- $9,516,166
- Administrative expenses
- $295,547
- Total expenses
- $9,822,050
- Net increase / (decrease)
- $15,258,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $195,131 | $0 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $52,000 | not reported in the loaded dataset |
| Calvetti Ferguson | ACCOUNTANT | $21,935 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | RETAINED BY EMPLOYER | $16,429 | not reported in the loaded dataset |
| Curcio Webb, LLC | RETAINED BY EMPLOYER | $10,000 | not reported in the loaded dataset |