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ROBERT J KLEIN PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J KLEIN PROFIT SHARING PLAN
Plan identification number 001

ROBERT J KLEIN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT J. KLEIN has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. KLEIN
Employer identification number (EIN):421393713
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J KLEIN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01ROBERT KLEIN ROBERT J KLEIN2019-07-02
0012017-01-01ROBERT KLEIN ROBERT J KLEIN2018-07-18
0012016-01-01ROBERT KLEIN ROBERT J KLEIN2017-07-31
0012015-01-01ROBERT KLEIN ROBERT J KLEIN2016-08-08
0012014-01-01ROBERT KLEIN
0012013-01-01ROBERT KLEIN
0012011-01-01ROBERT J KLEIN
0012010-01-01ROBERT J KLEIN
0012009-01-01ROBERT J KLEIN

Plan Statistics for ROBERT J KLEIN PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT J KLEIN PROFIT SHARING PLAN

Measure Date Value
2019: ROBERT J KLEIN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J KLEIN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT J KLEIN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J KLEIN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: ROBERT J KLEIN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J KLEIN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J KLEIN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: ROBERT J KLEIN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT J KLEIN PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: ROBERT J KLEIN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on ROBERT J KLEIN PROFIT SHARING PLAN

Measure Date Value
2019 : ROBERT J KLEIN PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-539,764
Total income from all sources2019-12-31$21,197
Expenses. Total of all expenses incurred2019-12-31$168
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$518,735
Other income received2019-12-31$14,502
Net income (gross income less expenses)2019-12-31$21,029
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$518,735
Total contributions received or receivable from employer(s)2019-12-31$6,695
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$168
2018 : ROBERT J KLEIN PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,672
Expenses. Total of all expenses incurred2018-12-31$398,001
Benefits paid (including direct rollovers)2018-12-31$396,657
Total plan assets at end of year2018-12-31$518,735
Total plan assets at beginning of year2018-12-31$894,064
Other income received2018-12-31$-10,557
Net income (gross income less expenses)2018-12-31$-375,329
Net plan assets at end of year (total assets less liabilities)2018-12-31$518,735
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$894,064
Total contributions received or receivable from employer(s)2018-12-31$33,229
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,344
2017 : ROBERT J KLEIN PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$68,205
Expenses. Total of all expenses incurred2017-12-31$3,916
Total plan assets at end of year2017-12-31$894,064
Total plan assets at beginning of year2017-12-31$829,775
Other income received2017-12-31$56,253
Net income (gross income less expenses)2017-12-31$64,289
Net plan assets at end of year (total assets less liabilities)2017-12-31$894,064
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$829,775
Total contributions received or receivable from employer(s)2017-12-31$11,952
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,916
2016 : ROBERT J KLEIN PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$36,223
Expenses. Total of all expenses incurred2016-12-31$2,441
Total plan assets at end of year2016-12-31$829,775
Total plan assets at beginning of year2016-12-31$795,993
Other income received2016-12-31$1,055
Net income (gross income less expenses)2016-12-31$33,782
Net plan assets at end of year (total assets less liabilities)2016-12-31$829,775
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$795,993
Total contributions received or receivable from employer(s)2016-12-31$35,168
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,441
2015 : ROBERT J KLEIN PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$21,486
Expenses. Total of all expenses incurred2015-12-31$4,247
Total plan assets at end of year2015-12-31$795,993
Total plan assets at beginning of year2015-12-31$778,754
Other income received2015-12-31$-15,538
Net income (gross income less expenses)2015-12-31$17,239
Net plan assets at end of year (total assets less liabilities)2015-12-31$795,993
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$778,754
Total contributions received or receivable from employer(s)2015-12-31$37,024
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,247
2014 : ROBERT J KLEIN PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$43,473
Expenses. Total of all expenses incurred2014-12-31$3,754
Total plan assets at end of year2014-12-31$778,754
Total plan assets at beginning of year2014-12-31$739,035
Other income received2014-12-31$11,449
Net income (gross income less expenses)2014-12-31$39,719
Net plan assets at end of year (total assets less liabilities)2014-12-31$778,754
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$739,035
Total contributions received or receivable from employer(s)2014-12-31$32,024
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,754
2013 : ROBERT J KLEIN PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$92,557
Expenses. Total of all expenses incurred2013-12-31$8,366
Total plan assets at end of year2013-12-31$739,035
Total plan assets at beginning of year2013-12-31$654,844
Other income received2013-12-31$59,385
Net income (gross income less expenses)2013-12-31$84,191
Net plan assets at end of year (total assets less liabilities)2013-12-31$739,035
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$654,844
Total contributions received or receivable from employer(s)2013-12-31$33,172
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,366
2011 : ROBERT J KLEIN PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,300
Total plan assets at end of year2011-12-31$590,129
Total plan assets at beginning of year2011-12-31$575,829
Other income received2011-12-31$-18,064
Net income (gross income less expenses)2011-12-31$14,300
Net plan assets at end of year (total assets less liabilities)2011-12-31$590,129
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$575,829
Total contributions received or receivable from employer(s)2011-12-31$32,364
2010 : ROBERT J KLEIN PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$50,172
Total plan assets at end of year2010-12-31$575,829
Total plan assets at beginning of year2010-12-31$525,657
Other income received2010-12-31$18,317
Net income (gross income less expenses)2010-12-31$50,172
Net plan assets at end of year (total assets less liabilities)2010-12-31$575,829
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$525,657
Total contributions received or receivable from employer(s)2010-12-31$31,855

Form 5500 Responses for ROBERT J KLEIN PROFIT SHARING PLAN

2019: ROBERT J KLEIN PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J KLEIN PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J KLEIN PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT J KLEIN PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J KLEIN PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J KLEIN PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J KLEIN PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J KLEIN PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT J KLEIN PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J KLEIN PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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