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| Plan Name | THE KLEINSTEIN GROUP INC PROFIT SHARING PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE KLEINSTEIN GROUP INC |
| Employer identification number (EIN): | 223215330 |
| NAIC Classification: | 541600 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2022-01-01 | ||||
| 004 | 2021-01-01 | ||||
| 004 | 2021-01-01 | ||||
| 004 | 2020-01-01 | ||||
| 004 | 2019-01-01 | ||||
| 004 | 2018-01-01 | ||||
| 004 | 2017-01-01 | ||||
| 004 | 2016-01-01 | ||||
| 004 | 2015-01-01 | ||||
| 004 | 2014-01-01 | JONATHAN E KLEINSTEIN | 2015-10-05 | ||
| 004 | 2013-01-01 | JONATHAN E KLEINSTEIN | 2014-04-28 | ||
| 004 | 2012-01-01 | JONATHAN E KLEINSTEIN | 2013-09-24 | ||
| 004 | 2011-01-01 | JONATHAN E KLEINSTEIN | 2012-06-29 | ||
| 004 | 2010-01-01 | JONATHAN E KLEINSTEIN | 2011-07-08 | ||
| 004 | 2008-01-01 | JONATHAN E KLEINSTEIN |
| Measure | Date | Value |
|---|---|---|
| 2022: THE KLEINSTEIN GROUP INC PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-09-26 | 2 |
| Total number of particpants at end of year | 2022-09-26 | 2 |
| Number of Participants With Account Balances | 2022-09-26 | 2 |
| 2008: THE KLEINSTEIN GROUP INC PROFIT SHARING PLAN 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 5 |
| Total participants | 2008-01-01 | 5 |
| Number of participants with account balances | 2008-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : THE KLEINSTEIN GROUP INC PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-26 | 7761 |
| Net assets as of the end of the plan year | 2022-09-26 | 585836 |
| Total assets as of the beginning of the plan year | 2022-09-26 | 466569 |
| Value of plan covered by a fidelity bond | 2022-09-26 | 60000 |
| Value of participant loans at end of plan year | 2022-09-26 | 10000 |
| Other income to plan in this plan year | 2022-09-26 | 127028 |
| Plan net income in this plan year | 2022-09-26 | 119267 |
| Net assets as of the end of the plan year | 2022-09-26 | 585836 |
| Net assets as of the beginning of the plan year | 2022-09-26 | 466569 |
| 2008: THE KLEINSTEIN GROUP INC PROFIT SHARING PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
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