Klaben Automotive Group Employees Retirement Plan — Form 5500 plan (Klaben Automotive Group, 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, Klaben Automotive Group Employees Retirement Plan is a benefit plan reported by Klaben Automotive Group, Inc. under EIN 34-1855907 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $21,541,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Klaben Automotive Group, Inc.
EIN
34-1855907
Plan number
001
Plan type
2
Location
Kent, OH
Latest filing year
2023
Participants
233
End-of-year plan assets
$21,541,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241015142340NAL0016615459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,541,427
Total liabilities (EOY)
$0
Net assets (EOY)
$21,541,427
Net assets (BOY)
$19,103,067

Income & contributions

Employer contributions
$301,865
Participant contributions
$1,292,827
Total contributions
$1,594,692
Total income / additions
$4,496,404

Expenses & distributions

Benefits paid
$2,015,590
Administrative expenses
$42,454
Total expenses
$2,058,044
Net increase / (decrease)
$2,438,360

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$33,367$02023
Stinnett, Padrutt & Aranyosi CoACCOUNTANT$6,950not reported in the loaded dataset2023

Related Form 5500 pages