Kline & Specter, P.C. Employee Benefit Plan — Form 5500 plan (Kline & Specter, P.C.)
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. Employee Benefit Plan is a benefit plan reported by Kline & Specter, P.C. under EIN 23-2830302 and plan number 505. The latest loaded filing year is 2023. The filing reports 140 participants and $761,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kline & Specter, P.C.
- EIN
- 23-2830302
- Plan number
- 505
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $761,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241011135133NAL0037115792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $761,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $761,446
- Net assets (BOY)
- $1,895,146
Income & contributions
- Employer contributions
- $1,232,523
- Participant contributions
- $480,633
- Total contributions
- $1,713,156
- Total income / additions
- $1,713,156
Expenses & distributions
- Benefits paid
- $2,731,582
- Administrative expenses
- $115,274
- Total expenses
- $2,846,856
- Net increase / (decrease)
- -$1,133,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital (Philadelphia) | BROKER | $30,525 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $28,656 | not reported in the loaded dataset | 2023 |
| Umr | ADMIN | $19,817 | not reported in the loaded dataset | 2023 |
| Telemedicine Management, Inc. | TELEMEDICINE | $11,583 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $8,484 | not reported in the loaded dataset | 2023 |
| Telus Health (Us) Ltd | ADMIN | $1,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kline & Specter, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Onedigital (Philadelphia) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Umr — Schedule C compensation
- Telemedicine Management, Inc. — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Telus Health (Us) Ltd — Schedule C compensation