401k Plan data: KLITZBERG ASSOCIATES, INC. RETIREMENT PLAN plan

KLITZBERG ASSOCIATES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	KLITZBERG ASSOCIATES, INC. RETIREMENT PLAN
Plan identification number	002

KLITZBERG ASSOCIATES, INC. RETIREMENT 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
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

KLITZBERG ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: KLITZBERG ASSOCIATES, INC.

Employer identification number (EIN): 222724144

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLITZBERG ASSOCIATES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 RICHARD KLITZBERG 2023-07-21
002 2021-01-01 RICHARD KLITZBERG 2022-08-31
002 2020-01-01 RICHARD KLITZBERG 2021-05-17
002 2019-01-01 RICHARD KLITZBERG 2020-09-21
002 2018-01-01 RICHARD KLITZBERG 2019-07-31
002 2017-01-01 RICHARD KLITZBERG 2018-07-18
002 2016-01-01 RICHARD KLITZBERG 2017-08-15
002 2015-01-01 RICHARD KLITZBERG 2016-05-10
002 2014-01-01 RICHARD KLITZBERG 2015-07-23
002 2013-01-01 RICHARD KLITZBERG 2014-05-15
002 2012-01-01 RICHARD KLITZBERG 2013-07-22
002 2011-01-01 RICHARD KLITZBERG 2012-09-05
002 2010-01-01 RICHARD KLITZBERG 2011-08-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01	RICHARD KLITZBERG	2023-07-21
002	2021-01-01	RICHARD KLITZBERG	2022-08-31
002	2020-01-01	RICHARD KLITZBERG	2021-05-17
002	2019-01-01	RICHARD KLITZBERG	2020-09-21
002	2018-01-01	RICHARD KLITZBERG	2019-07-31
002	2017-01-01	RICHARD KLITZBERG	2018-07-18
002	2016-01-01	RICHARD KLITZBERG	2017-08-15
002	2015-01-01	RICHARD KLITZBERG	2016-05-10
002	2014-01-01	RICHARD KLITZBERG	2015-07-23
002	2013-01-01	RICHARD KLITZBERG	2014-05-15
002	2012-01-01	RICHARD KLITZBERG	2013-07-22
002	2011-01-01	RICHARD KLITZBERG	2012-09-05
002	2010-01-01	RICHARD KLITZBERG	2011-08-16

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Company Name:	KLITZBERG ASSOCIATES, INC.
Employer identification number (EIN):	222724144
NAIC Classification:	523900