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ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN
Plan identification number 001

ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

ROBERT H. KLEIN, D.D.S., P.S. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT H. KLEIN, D.D.S., P.S.
Employer identification number (EIN):911150385
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT H. KLEIN2024-06-14
0012022-01-01ROBERT H. KLEIN2023-04-17
0012021-01-01ROBERT H. KLEIN2022-05-11
0012020-01-01ROBERT H. KLEIN2021-09-13
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ROBERT KLEIN2017-07-10
0012015-01-01ROBERT KLEIN2016-04-18
0012013-01-01ROBERT H. KLEIN2014-04-04
0012012-01-01ROBERT H. KLEIN2013-07-15
0012011-01-01ROBERT H. KLEIN2012-03-29
0012010-01-01ROBERT H. KLEIN2011-07-18

Plan Statistics for ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN

Measure Date Value
2024: ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-141
Total number of particpants at end of year2024-06-140
Number of Participants With Account Balances2024-06-140

Financial Data on ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN

Measure Date Value
2024 : ROBERT H. KLEIN, D.D.S., P.S. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-14178102
Net assets as of the end of the plan year2024-06-140
Total assets as of the beginning of the plan year2024-06-14171841
Value of plan covered by a fidelity bond2024-06-14300000
Other income to plan in this plan year2024-06-145365
Plan net income in this plan year2024-06-14-171841
Net assets as of the end of the plan year2024-06-140
Net assets as of the beginning of the plan year2024-06-14171841
Employer contributions to plan in this plan year2024-06-14896
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-14681

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