Klingbeil Capital Management, Ltd. 401(k) Plan: Login, Facts & Contact Information
Klingbeil Capital Management, Ltd. 401(k) Login
90 former Klingbeil Capital Management, Ltd. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Klingbeil Capital Management, Ltd. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.26 million went into the plan in contributions, $197,297 of it from the employer (16%).
- $2.26 million was paid out to participants.
- Investment and other income added $2.43 million.
- Administrative expenses were $60,250, about $249 per account.
How the Klingbeil Capital Management, Ltd. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 305 | $14.2 million | $149,577 | $1.03 million |
| 2020 | 309 | $16.5 million | $162,807 | $658,200 |
| 2021 | 304 | $19.1 million | $173,888 | $1.38 million |
| 2022 | 293 | $17.5 million | $172,653 | $911,585 |
| 2023 | 298 | $19.6 million | $188,686 | $2.00 million |
| 2024 | 307 | $21.0 million | $197,297 | $2.26 million |
Klingbeil Capital Management, Ltd. 401(k) Contact Information
Questions about the Klingbeil Capital Management, Ltd. 401(k)
Does Klingbeil Capital Management, Ltd contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $197,297, 16% of all contributions.
Does the Klingbeil Capital Management, Ltd 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Klingbeil Capital Management, Ltd 401(k) plan?
307 participants at the start of plan year 2024, 192 of them active employees, and 90 former employees who still had money in the plan.
What is the average 401(k) balance at Klingbeil Capital Management, Ltd?
About $86,772 per account: $21.0 million in plan assets across 242 accounts with a balance at the end of plan year 2024.
Who manages the Klingbeil Capital Management, Ltd 401(k) accounts?
Nationwide is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Klingbeil Capital Management, Ltd. How do I access my 401(k)?
Your account stays with Nationwide after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.