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, Klein Foods, Inc. 401(K) Plan is a benefit plan reported by Klein Foods, Inc. Dba Rodney Strong Wine Estates under EIN 68-0171812 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $20,152,073 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,152,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,152,073
- Net assets (BOY)
- $17,044,629
Income & contributions
- Employer contributions
- $462,944
- Participant contributions
- $1,021,826
- Total contributions
- $1,484,770
- Total income / additions
- $4,842,684
Expenses & distributions
- Benefits paid
- $1,688,185
- Administrative expenses
- $47,055
- Total expenses
- $1,735,240
- Net increase / (decrease)
- $3,107,444