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JOHN A. KLICH 401K PLAN 401k Plan overview

Plan NameJOHN A. KLICH 401K PLAN
Plan identification number 001

JOHN A. KLICH 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN A. KLICH has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. KLICH
Employer identification number (EIN):260013238
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. KLICH 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN KLICH2024-05-06
0012022-01-01JOHN KLICH2023-04-20
0012021-01-01JOHN KLICH2022-06-07
0012020-01-01JOHN KLICH2021-06-05 JOHN KLICH2021-06-05
0012019-01-01JOHN KLICH2020-07-18 JOHN KLICH2020-07-18
0012019-01-01JOHN KLICH2021-07-05 JOHN KLICH2021-07-05

Financial Data on JOHN A. KLICH 401K PLAN

Measure Date Value
2025 : JOHN A. KLICH 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1812075
Net assets as of the end of the plan year2025-07-18615348
Total assets as of the beginning of the plan year2025-07-18439003
Participant contributions to plan in this plan year2025-07-1879447
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1876954
Plan net income in this plan year2025-07-18176345
Net assets as of the end of the plan year2025-07-18615348
Net assets as of the beginning of the plan year2025-07-18439003
Employer contributions to plan in this plan year2025-07-1832019
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-184149
2024 : JOHN A. KLICH 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-062704
Net assets as of the end of the plan year2024-05-06439003
Total assets as of the beginning of the plan year2024-05-06279032
Participant contributions to plan in this plan year2024-05-0667076
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-0671460
Plan net income in this plan year2024-05-06159971
Net assets as of the end of the plan year2024-05-06439003
Net assets as of the beginning of the plan year2024-05-06279032
Employer contributions to plan in this plan year2024-05-0624139
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-062704
2022 : JOHN A. KLICH 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-071530
Net assets as of the end of the plan year2022-06-07242198
Total assets as of the beginning of the plan year2022-06-07138416
Participant contributions to plan in this plan year2022-06-0755383
Other expenses paid from plan in this plan year2022-06-070
Other contributions to plan in this plan year2022-06-070
Other income to plan in this plan year2022-06-0731937
Plan net income in this plan year2022-06-07103782
Net assets as of the end of the plan year2022-06-07242198
Net assets as of the beginning of the plan year2022-06-07138416
Employer contributions to plan in this plan year2022-06-0717992
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-071530

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