2023 Form 5500 filing — Klas Enterprises, LLC 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 20241010182610NAL0036692080001) for Klas Enterprises, LLC 401(K) Plan, reported by Klas Enterprises, LLC under EIN 86-0878379 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010182610NAL0036692080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klas Enterprises, LLC
- EIN
- 86-0878379
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,014,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,014,483
- Employer contributions
- $912,915
- Participant contributions
- $1,391,524
- Total income / additions
- $5,967,939
- Benefits paid
- $374,381
- Administrative expenses
- $91,753
- Total expenses
- $466,134
- Net increase / (decrease)
- $5,501,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur Co Of America | RECORDKEEPER | $40,533 | $0 |
| Gallagher Benefit Services Inc | INVESTMENT ADVISOR | $27,792 | not reported in the loaded dataset |
| Pensions Plus, Inc. | CONTRACT ADMIN | $16,349 | not reported in the loaded dataset |
| Squire & Company Pc | AUDITOR, OTHER | $7,211 | not reported in the loaded dataset |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $4,235 |
| Leafhouse Financial Advisors, LLC | OTHER | $500 | not reported in the loaded dataset |
| Gwfs Equities Inc | RECORDKEEPER | $0 | $0 |