2023 Form 5500 filing — Klingberg Comprehensive Program Services Inc. 401(K) Thrift 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 20241015072621NAL0015939891001) for Klingberg Comprehensive Program Services Inc. 401(K) Thrift Plan, reported by Klingberg Comprehensive Program Services, Inc. under EIN 06-0688316 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072621NAL0015939891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klingberg Comprehensive Program Services, Inc.
- EIN
- 06-0688316
- Plan number
- 001
- Location
- New Britain, CT
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,454,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,454,802
- Employer contributions
- $322,351
- Participant contributions
- $570,421
- Total income / additions
- $3,132,880
- Benefits paid
- $1,171,245
- Administrative expenses
- $85,645
- Total expenses
- $1,256,890
- Net increase / (decrease)
- $1,875,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hooker & Holcombe Retirement Servic | NONE | $67,183 | not reported in the loaded dataset |
| Hooker & Holcombe Investment Serv | NONE | $18,461 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset |