THE KLEIN GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE KLEIN GROUP, LLC 401(K) PLAN
Measure | Date | Value |
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2023: THE KLEIN GROUP, LLC 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 33 |
Total of all active and inactive participants | 2023-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 70 |
Number of participants with account balances | 2023-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE KLEIN GROUP, LLC 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 25 |
Total of all active and inactive participants | 2022-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 61 |
Number of participants with account balances | 2022-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE KLEIN GROUP, LLC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 20 |
Total of all active and inactive participants | 2021-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 60 |
Number of participants with account balances | 2021-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE KLEIN GROUP, LLC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
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 | 16 |
Total of all active and inactive participants | 2020-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 45 |
Number of participants with account balances | 2020-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE KLEIN GROUP, LLC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
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 | 6 |
Total of all active and inactive participants | 2019-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 29 |
Number of participants with account balances | 2019-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
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2023 : THE KLEIN GROUP, LLC 401(K) PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,313,363 |
Expenses. Total of all expenses incurred | 2023-12-31 | $105,133 |
Benefits paid (including direct rollovers) | 2023-12-31 | $94,203 |
Total plan assets at end of year | 2023-12-31 | $4,530,077 |
Total plan assets at beginning of year | 2023-12-31 | $3,321,847 |
Value of fidelity bond covering the plan | 2023-12-31 | $332,185 |
Total contributions received or receivable from participants | 2023-12-31 | $507,328 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $571,699 |
Net income (gross income less expenses) | 2023-12-31 | $1,208,230 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,530,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,321,847 |
Assets. Value of participant loans | 2023-12-31 | $51,616 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $234,336 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $10,930 |
2022 : THE KLEIN GROUP, LLC 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-325,657 |
Expenses. Total of all expenses incurred | 2022-12-31 | $159,414 |
Benefits paid (including direct rollovers) | 2022-12-31 | $150,724 |
Total plan assets at end of year | 2022-12-31 | $3,321,847 |
Total plan assets at beginning of year | 2022-12-31 | $3,806,918 |
Value of fidelity bond covering the plan | 2022-12-31 | $380,692 |
Total contributions received or receivable from participants | 2022-12-31 | $507,933 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,035,489 |
Net income (gross income less expenses) | 2022-12-31 | $-485,071 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,321,847 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,806,918 |
Assets. Value of participant loans | 2022-12-31 | $23,345 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $201,899 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $8,690 |
2021 : THE KLEIN GROUP, LLC 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,549,058 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,489,000 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,479,892 |
Total plan assets at end of year | 2021-12-31 | $3,806,918 |
Total plan assets at beginning of year | 2021-12-31 | $3,746,860 |
Value of fidelity bond covering the plan | 2021-12-31 | $374,686 |
Total contributions received or receivable from participants | 2021-12-31 | $532,957 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $76,941 |
Other income received | 2021-12-31 | $778,065 |
Net income (gross income less expenses) | 2021-12-31 | $60,058 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,806,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,746,860 |
Assets. Value of participant loans | 2021-12-31 | $45,598 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $161,095 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $9,108 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : THE KLEIN GROUP, LLC 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,942,384 |
Expenses. Total of all expenses incurred | 2020-12-31 | $80,911 |
Benefits paid (including direct rollovers) | 2020-12-31 | $73,743 |
Total plan assets at end of year | 2020-12-31 | $3,746,860 |
Total plan assets at beginning of year | 2020-12-31 | $1,885,387 |
Value of fidelity bond covering the plan | 2020-12-31 | $188,539 |
Total contributions received or receivable from participants | 2020-12-31 | $399,114 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $736,643 |
Other income received | 2020-12-31 | $676,969 |
Net income (gross income less expenses) | 2020-12-31 | $1,861,473 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,746,860 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,885,387 |
Assets. Value of participant loans | 2020-12-31 | $30,860 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $129,658 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,168 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : THE KLEIN GROUP, LLC 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $666,125 |
Expenses. Total of all expenses incurred | 2019-12-31 | $84,030 |
Benefits paid (including direct rollovers) | 2019-12-31 | $79,813 |
Total plan assets at end of year | 2019-12-31 | $1,885,387 |
Total plan assets at beginning of year | 2019-12-31 | $1,303,292 |
Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
Total contributions received or receivable from participants | 2019-12-31 | $290,504 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $485 |
Other income received | 2019-12-31 | $261,099 |
Net income (gross income less expenses) | 2019-12-31 | $582,095 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,885,387 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,303,292 |
Assets. Value of participant loans | 2019-12-31 | $19,477 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $114,037 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,217 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2023: THE KLEIN GROUP, LLC 401(K) PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE KLEIN GROUP, LLC 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE KLEIN GROUP, LLC 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE KLEIN GROUP, LLC 401(K) PLAN 2020 form 5500 responses |
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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: THE KLEIN GROUP, LLC 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
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 |