401k Plan data: CAMBRIA & KLINE, P.C. 401(K) PLAN plan

CAMBRIA & KLINE, P.C. 401(K) PLAN 401k Plan overview

Plan Name	CAMBRIA & KLINE, P.C. 401(K) PLAN
Plan identification number	001

CAMBRIA & KLINE, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

CAMBRIA & KLINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CAMBRIA & KLINE, P.C.

Employer identification number (EIN): 464159087

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMBRIA & KLINE, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANTHONY PETTOLA
001 2017-01-01 ANTHONY PETTOLA

Plan Statistics for CAMBRIA & KLINE, P.C. 401(K) PLAN

401k plan membership statisitcs for CAMBRIA & KLINE, P.C. 401(K) PLAN

Measure Date Value
2023: CAMBRIA & KLINE, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Total of all active and inactive participants 2023-01-01 4
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
2022: CAMBRIA & KLINE, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
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 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
2021: CAMBRIA & KLINE, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
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 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAMBRIA & KLINE, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAMBRIA & KLINE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAMBRIA & KLINE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAMBRIA & KLINE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: CAMBRIA & KLINE, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Total of all active and inactive participants	2023-01-01	4
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
2022: CAMBRIA & KLINE, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
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	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
2021: CAMBRIA & KLINE, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
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	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAMBRIA & KLINE, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAMBRIA & KLINE, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAMBRIA & KLINE, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAMBRIA & KLINE, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on CAMBRIA & KLINE, P.C. 401(K) PLAN

Measure	Date	Value
2023 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$33,466
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$114,816
Total plan assets at beginning of year	2023-12-31	$81,350
Total contributions received or receivable from participants	2023-12-31	$10,444
Other income received	2023-12-31	$14,265
Net income (gross income less expenses)	2023-12-31	$33,466
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$114,816
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$81,350
Total contributions received or receivable from employer(s)	2023-12-31	$8,757
2022 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$2,927
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$81,350
Total plan assets at beginning of year	2022-12-31	$78,423
Total contributions received or receivable from participants	2022-12-31	$9,154
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Other income received	2022-12-31	$-13,909
Net income (gross income less expenses)	2022-12-31	$2,927
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$81,350
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$78,423
Total contributions received or receivable from employer(s)	2022-12-31	$7,682
2021 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$24,554
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$78,423
Total plan assets at beginning of year	2021-12-31	$53,869
Total contributions received or receivable from participants	2021-12-31	$8,680
Other income received	2021-12-31	$8,575
Net income (gross income less expenses)	2021-12-31	$24,554
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$78,423
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$53,869
Total contributions received or receivable from employer(s)	2021-12-31	$7,299
2020 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$22,230
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$53,869
Total plan assets at beginning of year	2020-12-31	$31,639
Total contributions received or receivable from participants	2020-12-31	$8,650
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$6,301
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$22,230
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$53,869
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$31,639
Total contributions received or receivable from employer(s)	2020-12-31	$7,279
2019 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total income from all sources	2019-12-31	$19,576
Expenses. Total of all expenses incurred	2019-12-31	$2,160
Benefits paid (including direct rollovers)	2019-12-31	$2,160
Total plan assets at end of year	2019-12-31	$31,639
Total plan assets at beginning of year	2019-12-31	$14,223
Total contributions received or receivable from participants	2019-12-31	$8,614
Other income received	2019-12-31	$3,705
Net income (gross income less expenses)	2019-12-31	$17,416
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$31,639
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$14,223
Total contributions received or receivable from employer(s)	2019-12-31	$7,257
2018 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$10,761
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$14,223
Total plan assets at beginning of year	2018-12-31	$3,462
Total contributions received or receivable from participants	2018-12-31	$9,012
Other income received	2018-12-31	$-4,484
Net income (gross income less expenses)	2018-12-31	$10,761
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$14,223
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,462
Total contributions received or receivable from employer(s)	2018-12-31	$6,233
2017 : CAMBRIA & KLINE, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,462
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,462
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$1,751
Other income received	2017-12-31	$13
Net income (gross income less expenses)	2017-12-31	$3,462
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,462
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$1,698

Form 5500 Responses for CAMBRIA & KLINE, P.C. 401(K) PLAN

2023: CAMBRIA & KLINE, P.C. 401(K) PLAN 2023 form 5500 responses
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: CAMBRIA & KLINE, P.C. 401(K) PLAN 2022 form 5500 responses
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: CAMBRIA & KLINE, P.C. 401(K) PLAN 2021 form 5500 responses
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: CAMBRIA & KLINE, P.C. 401(K) PLAN 2020 form 5500 responses
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: CAMBRIA & KLINE, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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
2018: CAMBRIA & KLINE, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAMBRIA & KLINE, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAMBRIA & KLINE, P.C.
Employer identification number (EIN):	464159087
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers