Michele Klein, Pllc 401(K) Plan — Form 5500 plan (Michele Klein, Pllc)
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, Michele Klein, Pllc 401(K) Plan is a benefit plan reported by Michele Klein, Pllc under EIN 81-1470175 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $290,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michele Klein, Pllc
- EIN
- 81-1470175
- Plan number
- 001
- Plan type
- 2
- Location
- Goodyear, AZ
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $290,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240520090852NAL0001157281001 |
| 2023 | 2 | I | 20240520091419NAL0001226113001 |
| 2023 | 2 | I | 20240520092911NAL0001175505001 |
| 2023 | 2 | I | 20240917132644NAL0001141651001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $290,554
Income & contributions
- Employer contributions
- $44,054
- Total income / additions
- $41,467
Expenses & distributions
- Benefits paid
- $332,021
- Total expenses
- $332,021
- Net increase / (decrease)
- -$290,554
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.