Klotz Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2016. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Klotz Associates, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2016 filing.
Klotz Associates, Inc. 401(k) Plan Facts (plan year 2016)
Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Sep 29, 2017. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2016
- $1.15 million went into the plan in contributions, $376,250 of it from the employer (33%).
- $1.76 million was paid out to participants.
- Investment and other income added $1.07 million.
- Administrative expenses were $17,565, about $153 per account.
How the Klotz Associates, Inc. 401(k) changed, 2011–2016
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2011 | 124 | $8.05 million | $235,856 | $286,705 |
| 2012 | 129 | $9.36 million | $238,613 | $614,527 |
| 2013 | 139 | $11.0 million | $223,241 | $858,332 |
| 2014 | 137 | $12.6 million | $272,387 | $399,919 |
| 2015 | 155 | $13.5 million | $536,623 | $499,144 |
| 2016 | 169 | $404,534 | $376,250 | $1.76 million |
Klotz Associates, Inc. 401(k) Contact Information
Questions about the Klotz Associates, Inc. 401(k)
Is the Klotz Associates, Inc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2016, and no later filing was found under this employer's EIN.
Does Klotz Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $376,250, 33% of all contributions.
Does the Klotz Associates, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Klotz Associates, Inc 401(k) plan?
169 participants at the start of plan year 2016, 121 of them active employees.
What is the average 401(k) balance at Klotz Associates, Inc?
About $3,518 per account: $404,534 in plan assets across 115 accounts with a balance at the end of plan year 2016.
Who manages the Klotz Associates, Inc 401(k) accounts?
Empower is the plan's recordkeeper, which is where participants log in to see their balance.