401k Plan data: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN plan

STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN
Plan identification number	001

STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEPHEN J. KLEIN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN J. KLEIN, D.D.S.

Employer identification number (EIN): 134031714

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEPHEN J. KLEIN, D.D.S.
001 2016-01-01 STEPHEN J. KLEIN, D.D.S.
001 2015-01-01 STEPHEN J. KLEIN, DDS STEPHEN J. KLEIN, DDS 2016-07-29
001 2014-01-01 STEPHEN J. KLEIN, DDS STEPHEN J. KLEIN, DDS 2015-06-23
001 2013-01-01 STEPHEN J. KLEIN, DDS STEPHEN J. KLEIN, DDS 2014-10-08
001 2012-01-01 STEPHEN J. KLEIN, DDS 2013-10-09 STEPHEN J. KLEIN DDS 2013-10-09
001 2011-01-01 STEPHEN J. KLEIN 2012-10-03
001 2010-01-01 STEPHEN J. KLEIN, DDS 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEPHEN J. KLEIN, D.D.S.
001	2016-01-01	STEPHEN J. KLEIN, D.D.S.
001	2015-01-01	STEPHEN J. KLEIN, DDS		STEPHEN J. KLEIN, DDS	2016-07-29
001	2014-01-01	STEPHEN J. KLEIN, DDS		STEPHEN J. KLEIN, DDS	2015-06-23
001	2013-01-01	STEPHEN J. KLEIN, DDS		STEPHEN J. KLEIN, DDS	2014-10-08
001	2012-01-01	STEPHEN J. KLEIN, DDS	2013-10-09	STEPHEN J. KLEIN DDS	2013-10-09
001	2011-01-01	STEPHEN J. KLEIN	2012-10-03
001	2010-01-01	STEPHEN J. KLEIN, DDS	2011-09-28

Plan Statistics for STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN

Measure Date Value
2020: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2020: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2020 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$407,286
Expenses. Total of all expenses incurred	2020-12-31	$34,858
Total plan assets at end of year	2020-12-31	$3,557,051
Total plan assets at beginning of year	2020-12-31	$3,184,623
Value of fidelity bond covering the plan	2020-12-31	$450,000
Other income received	2020-12-31	$407,286
Net income (gross income less expenses)	2020-12-31	$372,428
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,557,051
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,184,623
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$40,436
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$34,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$626,783
Expenses. Total of all expenses incurred	2019-12-31	$29,399
Total plan assets at end of year	2019-12-31	$3,184,623
Total plan assets at beginning of year	2019-12-31	$2,587,239
Value of fidelity bond covering the plan	2019-12-31	$260,000
Other income received	2019-12-31	$494,046
Net income (gross income less expenses)	2019-12-31	$597,384
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,184,623
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,587,239
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$62,071
Total contributions received or receivable from employer(s)	2019-12-31	$132,737
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$29,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$62,959
Expenses. Total of all expenses incurred	2018-12-31	$27,080
Total plan assets at end of year	2018-12-31	$2,587,239
Total plan assets at beginning of year	2018-12-31	$2,551,360
Value of fidelity bond covering the plan	2018-12-31	$260,000
Other income received	2018-12-31	$-65,875
Net income (gross income less expenses)	2018-12-31	$35,879
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,587,239
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,551,360
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$59,112
Total contributions received or receivable from employer(s)	2018-12-31	$128,834
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$27,080
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$392,697
Expenses. Total of all expenses incurred	2017-12-31	$22,673
Total plan assets at end of year	2017-12-31	$2,551,360
Total plan assets at beginning of year	2017-12-31	$2,181,336
Value of fidelity bond covering the plan	2017-12-31	$250,000
Other income received	2017-12-31	$266,865
Net income (gross income less expenses)	2017-12-31	$370,024
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,551,360
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,181,336
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$60,325
Total contributions received or receivable from employer(s)	2017-12-31	$125,832
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$22,673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$300,131
Expenses. Total of all expenses incurred	2016-12-31	$18,528
Total plan assets at end of year	2016-12-31	$2,181,336
Total plan assets at beginning of year	2016-12-31	$1,899,733
Value of fidelity bond covering the plan	2016-12-31	$250,000
Other income received	2016-12-31	$178,162
Net income (gross income less expenses)	2016-12-31	$281,603
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,181,336
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,899,733
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$67,262
Total contributions received or receivable from employer(s)	2016-12-31	$121,969
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$106,945
Expenses. Total of all expenses incurred	2015-12-31	$16,566
Total plan assets at end of year	2015-12-31	$1,899,733
Total plan assets at beginning of year	2015-12-31	$1,809,354
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-15,632
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$90,379
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,899,733
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,809,354
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$62,879
Total contributions received or receivable from employer(s)	2015-12-31	$122,577
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,566
2014 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$262,625
Expenses. Total of all expenses incurred	2014-12-31	$14,915
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,809,354
Total plan assets at beginning of year	2014-12-31	$1,561,644
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$140,741
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$247,710
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,809,354
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,561,644
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$84,516
Total contributions received or receivable from employer(s)	2014-12-31	$121,884
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,915
2013 : STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$217,156
Expenses. Total of all expenses incurred	2013-12-31	$25,382
Benefits paid (including direct rollovers)	2013-12-31	$12,217
Total plan assets at end of year	2013-12-31	$1,561,644
Total plan assets at beginning of year	2013-12-31	$1,369,870
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$93,467
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$191,774
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,561,644
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,369,870
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$40,592
Total contributions received or receivable from employer(s)	2013-12-31	$123,689
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN

2020: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN J. KLEIN, DDS DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN J. KLEIN, D.D.S.
Employer identification number (EIN):	134031714
NAIC Classification:	621210
NAIC Description:	Offices of Dentists