Plan5500

Klick-Lewis Inc Employee Benefit Plan — Form 5500 plan (Klick-Lewis Inc)

Plain-English plan 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, Klick-Lewis Inc Employee Benefit Plan is a benefit plan reported by Klick-Lewis Inc under EIN 23-1472192 and plan number 501. The latest loaded filing year is 2023. The filing reports 44 participants and $13,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Klick-Lewis Inc
EIN
23-1472192
Plan number
501
Plan type
2
Location
Palmyra, PA
Latest filing year
2023
Participants
44
End-of-year plan assets
$13,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I, C20250123071039NAL0009761344001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,541
Total liabilities (EOY)
$55,046
Net assets (EOY)
-$41,505
Net assets (BOY)
-$50,730

Income & contributions

Employer contributions
$249,010
Participant contributions
$410,000
Total income / additions
$659,681

Expenses & distributions

Benefits paid
$387,174
Administrative expenses
$3,282
Total expenses
$650,456
Net increase / (decrease)
$9,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon Group, LLCBROKER$14,092not reported in the loaded dataset2023
Hub International Northeast LtdBROKER$13,128not reported in the loaded dataset2023
Capital Blue CrossADMIN$3,564not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$2,986not reported in the loaded dataset2023

Related Form 5500 pages