Plain-English plan 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, Kline & Specter, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Kline & Specter, P.C. under EIN 23-2830302 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $26,873,581 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,873,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,873,581
- Net assets (BOY)
- $24,230,337
Income & contributions
- Employer contributions
- $848,963
- Participant contributions
- $1,326,783
- Total contributions
- $2,192,375
- Total income / additions
- $7,046,240
Expenses & distributions
- Benefits paid
- $4,364,521
- Administrative expenses
- $38,475
- Total expenses
- $4,402,996
- Net increase / (decrease)
- $2,643,244