Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr — Form 5500 plan (Klein Paull Holleb & Jacobs Ltd)
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, Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr is a benefit plan reported by Klein Paull Holleb & Jacobs Ltd under EIN 36-4103701 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $2,062,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klein Paull Holleb & Jacobs Ltd
- EIN
- 36-4103701
- Plan number
- 002
- Plan type
- 2
- Location
- Highland Park, IL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,062,773
- Net assets (EOY)
- $2,062,773
- Net assets (BOY)
- $1,477,398
Income & contributions
- Participant contributions
- $60,000
- Total income / additions
- $585,375
Expenses & distributions
- Net increase / (decrease)
- $585,375
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.