2023 Form 5500 filing — The Klover Companies Retirement Savings 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 20241002114847NAL0014259568001) for The Klover Companies Retirement Savings Plan, reported by Klover Sepa Inc. under EIN 81-5335337 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002114847NAL0014259568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klover Sepa Inc.
- EIN
- 81-5335337
- Plan number
- 001
- Location
- Quakertown, PA
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,130,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,130,396
- Employer contributions
- $381,320
- Participant contributions
- $470,421
- Total income / additions
- $3,096,019
- Benefits paid
- $199,225
- Administrative expenses
- $124,258
- Total expenses
- $323,483
- Net increase / (decrease)
- $2,772,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,632 | $256 |
| Lpl Financial LLC-Prcp | ADVISOR | $40,942 | not reported in the loaded dataset |
| Atlantic Pension Services | RECORDKEEPER | $16,381 | not reported in the loaded dataset |
| Kreischer Miller | ACCOUNTANT | $16,304 | not reported in the loaded dataset |