2023 Form 5500 filing — Kleen-Rite Corporation Cash Balance 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 20241014173520NAL0015368035001) for Kleen-Rite Corporation Cash Balance Plan, reported by Kleen-Rite Corporation under EIN 23-1712065 and plan number 003. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173520NAL0015368035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kleen-Rite Corporation
- EIN
- 23-1712065
- Plan number
- 003
- Location
- Columbia, PA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,341,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,341,729
- Employer contributions
- $470,800
- Total income / additions
- $950,190
- Benefits paid
- $135,490
- Administrative expenses
- $24,701
- Total expenses
- $160,191
- Net increase / (decrease)
- $789,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Portfolios | INVESTMENT ADVISOR | $24,226 | not reported in the loaded dataset |