401k Plan data: KLEIN & WALKER ORTHODONTICS LLC 401K PROFIT SHARING PLAN plan

KLEIN & WALKER ORTHODONTICS LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KLEIN & WALKER ORTHODONTICS LLC 401K PROFIT SHARING PLAN
Plan identification number	001

KLEIN & WALKER ORTHODONTICS LLC 401K PROFIT SHARING 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

KLEIN & WALKER ORTHODONTICS LLC has sponsored the creation of one or more 401k plans.

Company Name: KLEIN & WALKER ORTHODONTICS LLC

Employer identification number (EIN): 463342446

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLEIN & WALKER ORTHODONTICS LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHAEL S. KLEIN 2024-08-08
001 2022-01-01 MICHAEL S. KLEIN 2023-10-16
001 2021-01-01 MICHAEL S. KLEIN 2022-10-17
001 2020-01-01 MICHAEL S. KLEIN 2021-10-13
001 2019-01-01 MICHAEL S. KLEIN 2020-06-01
001 2018-01-01 MICHAEL S. KLEIN 2019-10-12
001 2017-01-01 CONNIE FRANKE 2018-10-11 CONNIE FRANKE 2018-10-11
001 2016-01-01 CONNIE FRANKE 2017-10-16 CONNIE FRANKE 2017-10-16
001 2015-01-01 CONNIE FRANKE 2016-10-12 CONNIE FRANKE 2016-10-12
001 2014-01-01 CONNIE FRANKE 2015-10-12 CONNIE FRANKE 2015-10-12
001 2013-01-01 CONNIE FRANKE 2014-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHAEL S. KLEIN	2024-08-08
001	2022-01-01	MICHAEL S. KLEIN	2023-10-16
001	2021-01-01	MICHAEL S. KLEIN	2022-10-17
001	2020-01-01	MICHAEL S. KLEIN	2021-10-13
001	2019-01-01	MICHAEL S. KLEIN	2020-06-01
001	2018-01-01	MICHAEL S. KLEIN	2019-10-12
001	2017-01-01	CONNIE FRANKE	2018-10-11	CONNIE FRANKE	2018-10-11
001	2016-01-01	CONNIE FRANKE	2017-10-16	CONNIE FRANKE	2017-10-16
001	2015-01-01	CONNIE FRANKE	2016-10-12	CONNIE FRANKE	2016-10-12
001	2014-01-01	CONNIE FRANKE	2015-10-12	CONNIE FRANKE	2015-10-12
001	2013-01-01	CONNIE FRANKE	2014-06-27

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Company Name:	KLEIN & WALKER ORTHODONTICS LLC
Employer identification number (EIN):	463342446
NAIC Classification:	621210
NAIC Description:	Offices of Dentists