2023 Form 5500 filing — Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251014181546NAL0004766128001) for Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr, reported by Klein Paull Holleb & Jacobs Ltd under EIN 36-4103701 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.1MReported net assets$2,062,773
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20251014181546NAL0004766128001
- Plan sponsor
- Klein Paull Holleb & Jacobs Ltd
- EIN
- 36-4103701
- Plan number
- 002
- Location
- Highland Park, IL
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,062,773
- Net assets (EOY)
- $2,062,773
- Participant contributions
- $60,000
- Total income / additions
- $585,375
- Net increase / (decrease)
- $585,375