Logo

PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NamePAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PAUL E. KLEIN, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:PAUL E. KLEIN, D.D.S., P.A.
Employer identification number (EIN):592109133
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL E KLEIN DDS2024-06-20
0012022-01-01PAUL E KLEIN2023-05-26
0012021-01-01PAUL E KLEIN2022-06-21
0012020-01-01PAUL E KLEIN2021-07-12
0012019-01-01PAUL E KLEIN2020-07-18
0012010-07-01PAUL E. KLEIN2012-02-23

Plan Statistics for PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2025: PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0316
Total number of particpants at end of year2025-07-0316
Number of Participants With Account Balances2025-07-0315
2024: PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2015
Total number of particpants at end of year2024-06-2016
Number of Participants With Account Balances2024-06-2015
2022: PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2114
Total number of particpants at end of year2022-06-2114
Number of Participants With Account Balances2022-06-2114

Financial Data on PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2025 : PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-030
Total expenses incurred by plan in this plan year2025-07-03468153
Net assets as of the end of the plan year2025-07-032920191
Total assets as of the beginning of the plan year2025-07-032813065
Value of plan covered by a fidelity bond2025-07-0332500
Participant contributions to plan in this plan year2025-07-03138814
Other contributions to plan in this plan year2025-07-030
Other income to plan in this plan year2025-07-03371061
Plan net income in this plan year2025-07-03107126
Net assets as of the end of the plan year2025-07-032920191
Net assets as of the beginning of the plan year2025-07-032813065
Employer contributions to plan in this plan year2025-07-0365404
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0327051
2024 : PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-20812829
Net assets as of the end of the plan year2024-06-202813065
Total assets as of the beginning of the plan year2024-06-202980223
Value of plan covered by a fidelity bond2024-06-2032500
Participant contributions to plan in this plan year2024-06-20128948
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20453920
Plan net income in this plan year2024-06-20-167158
Net assets as of the end of the plan year2024-06-202813065
Net assets as of the beginning of the plan year2024-06-202980223
Employer contributions to plan in this plan year2024-06-2062803
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2029429
2022 : PAUL E. KLEIN, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-210
Total expenses incurred by plan in this plan year2022-06-21274016
Net assets as of the end of the plan year2022-06-213383132
Total assets as of the beginning of the plan year2022-06-212999756
Value of plan covered by a fidelity bond2022-06-2132500
Participant contributions to plan in this plan year2022-06-21101588
Other contributions to plan in this plan year2022-06-21994
Other income to plan in this plan year2022-06-21503245
Plan net income in this plan year2022-06-21383376
Net assets as of the end of the plan year2022-06-213383132
Net assets as of the beginning of the plan year2022-06-212999756
Employer contributions to plan in this plan year2022-06-2151565
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2125946

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup