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| Plan Name | ROBERT B. KLEIN, M.D., INC. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT B. KLEIN, M.D., INC. |
| Employer identification number (EIN): | 260511480 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: ROBERT B. KLEIN, M.D., INC. 401(K) PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-24 | 12 |
| Total number of particpants at end of year | 2024-09-24 | 12 |
| Number of Participants With Account Balances | 2024-09-24 | 12 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ROBERT B. KLEIN, M.D., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-24 | 240 |
| Net assets as of the end of the plan year | 2024-09-24 | 1236087 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 941105 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 240000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 81153 |
| Other income to plan in this plan year | 2024-09-24 | 166710 |
| Plan net income in this plan year | 2024-09-24 | 294982 |
| Net assets as of the end of the plan year | 2024-09-24 | 1236087 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 941105 |
| Employer contributions to plan in this plan year | 2024-09-24 | 47359 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 240 |
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