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RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST 401k Plan overview

Plan NameRICHARD M. KLINE, DMD 401(K) PLAN AND TRUST
Plan identification number 001

RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST 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.

401k Sponsoring company profile

RICHARD M. KLINE, DMD has sponsored the creation of one or more 401k plans.

Company Name:RICHARD M. KLINE, DMD
Employer identification number (EIN):570849232
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. RICHARD KLINE2024-10-11
0012022-01-01DR. RICHARD KLINE2023-10-12
0012021-01-01DR. RICHARD KLINE2022-10-12
0012020-01-01DR. RICHARD KLINE2021-10-08
0012019-01-01DR. RICHARD KLINE2020-10-09
0012018-01-01DR. RICHARD KLINE2019-10-11
0012017-01-01DR. RICHARD KLINE2018-10-10
0012016-01-01DR. RICHARD KLINE2017-10-11
0012015-01-01DR. RICHARD KLINE2016-10-16
0012014-01-01RICHARD KLINE2015-07-22 RICHARD KLINE2015-07-23
0012013-01-01RICHARD KLINE2014-10-10 RICHARD KLINE2014-10-10
0012012-01-01RICHARD KLINE2013-07-31 RICHARD KLINE2013-07-31
0012011-01-01RICHARD KLINE2012-10-10
0012010-01-01RICHARD KLINE2011-10-13

Financial Data on RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST

Measure Date Value
2025 : RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-101428
Net assets as of the end of the plan year2025-10-102612691
Total assets as of the beginning of the plan year2025-10-102350000
Value of plan covered by a fidelity bond2025-10-10270000
Participant contributions to plan in this plan year2025-10-1039485
Value of participant loans at end of plan year2025-10-10506
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-10300
Other income to plan in this plan year2025-10-10197271
Plan net income in this plan year2025-10-10262691
Net assets as of the end of the plan year2025-10-102612691
Net assets as of the beginning of the plan year2025-10-102350000
Employer contributions to plan in this plan year2025-10-1027063
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10125
2024 : RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-113179
Net assets as of the end of the plan year2024-10-112350000
Total assets as of the beginning of the plan year2024-10-112031095
Value of plan covered by a fidelity bond2024-10-11240000
Participant contributions to plan in this plan year2024-10-1136820
Value of participant loans at end of plan year2024-10-112172
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11262695
Plan net income in this plan year2024-10-11318905
Net assets as of the end of the plan year2024-10-112350000
Net assets as of the beginning of the plan year2024-10-112031095
Employer contributions to plan in this plan year2024-10-1122569
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11125
2022 : RICHARD M. KLINE, DMD 401(K) PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-121080
Net assets as of the end of the plan year2022-10-122316679
Total assets as of the beginning of the plan year2022-10-122089056
Value of plan covered by a fidelity bond2022-10-12240000
Participant contributions to plan in this plan year2022-10-1231200
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12178789
Plan net income in this plan year2022-10-12227623
Net assets as of the end of the plan year2022-10-122316679
Net assets as of the beginning of the plan year2022-10-122089056
Employer contributions to plan in this plan year2022-10-1218714
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-120

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