Original filing (PDF)20240514145920NAL0038465969001

KLC Financial, Inc.

Name: KLC Financial, Inc. — KLC Financial, Inc. 401(k), Form 5500 (2023)
Creator: KLC Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KLC Financial, Inc. 401(k) Plan

401(k) retirement plan · KLC Financial, Inc.'s KLC Financial, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 4.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kevin Kelly signed KLC Financial, Inc.'s 2023 Form 5500 as plan administrator.

Kevin Kelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KLC Financial, Inc.'s EIN is 41-1598036.

EIN 41-1598036

Plan number 002

Plan year 2023

ACK ID 20240514145920NAL0038465969001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KLC Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KLC Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLC FINANCIAL, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off