Kleen-Rite Corporation Cash Balance Plan — Form 5500 plan (Kleen-Rite Corporation)
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, Kleen-Rite Corporation Cash Balance Plan is a benefit plan reported by Kleen-Rite Corporation under EIN 23-1712065 and plan number 003. The latest loaded filing year is 2023. The filing reports 159 participants and $5,341,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kleen-Rite Corporation
- EIN
- 23-1712065
- Plan number
- 003
- Plan type
- 2
- Location
- Columbia, PA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $5,341,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241014173520NAL0015368035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,341,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,341,729
- Net assets (BOY)
- $4,551,730
Income & contributions
- Employer contributions
- $470,800
- Total contributions
- $470,800
- Total income / additions
- $950,190
Expenses & distributions
- Benefits paid
- $135,490
- Administrative expenses
- $24,701
- Total expenses
- $160,191
- Net increase / (decrease)
- $789,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Portfolios | INVESTMENT ADVISOR | $24,226 | not reported in the loaded dataset | 2023 |