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| Plan Name | KLEIN & HEUCHAN, INC PROFIT SHARING TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | KLEIN & HEUCHAN,INC |
| Employer identification number (EIN): | 592266874 |
| NAIC Classification: | 531210 |
| NAIC Description: | Offices of Real Estate Agents and Brokers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MARK KLEIN | 2024-04-23 | ||
| 001 | 2022-01-01 | MARK KLEIN | 2023-03-17 | ||
| 001 | 2021-01-01 | MARK KLEIN | 2022-03-30 | ||
| 001 | 2020-01-01 | MARK KLEIN | 2021-07-22 | ||
| 001 | 2019-01-01 | MARK KLEIN | 2020-04-20 | ||
| 001 | 2018-01-01 | MARK KLEIN | 2019-07-17 | ||
| 001 | 2017-01-01 | MARK KLEIN | 2018-08-15 | ||
| 001 | 2016-01-01 | MARK KLEIN | 2017-06-12 | ||
| 001 | 2015-01-01 | MARK KLEIN | 2016-03-22 | ||
| 001 | 2014-01-01 | MARK KLEIN | 2015-07-29 | ||
| 001 | 2013-01-01 | MARK KLEIN | 2014-05-19 | ||
| 001 | 2012-02-01 | MARK KLEIN | 2013-07-19 | ||
| 001 | 2009-02-01 | MARK KLEIN | |||
| 001 | 2007-02-01 |
| Measure | Date | Value |
|---|---|---|
| 2009: KLEIN & HEUCHAN, INC PROFIT SHARING TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-02-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
| Total of all active and inactive participants | 2009-02-01 | 6 |
| Total participants | 2009-02-01 | 6 |
| 2009: KLEIN & HEUCHAN, INC PROFIT SHARING TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2007: KLEIN & HEUCHAN, INC PROFIT SHARING TRUST 2007 form 5500 responses | ||
| 2007-02-01 | Type of plan entity | Single employer plan |
| 2007-02-01 | Submission has been amended | No |
| 2007-02-01 | This submission is the final filing | No |
| 2007-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-02-01 | Plan is a collectively bargained plan | No |
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