How big is Klinger & Klinger, LLP's plan?

Klinger & Klinger, LLP's plan reported $415K in assets and 7 participants for 2023.

Original filing (PDF)20240903163652NAL0034608656001

Klinger & Klinger, LLP

Name: Klinger & Klinger, LLP — Klinger & Klinger LLP, Form 5500 (2023)
Creator: Klinger & Klinger, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klinger & Klinger LLP 401(k), Profit Sharing Plan and Trust

401(k) retirement plan · Klinger & Klinger, LLP's Klinger & Klinger LLP 401(k), Profit Sharing Plan and Trust held $415K in plan assets for 7 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

People on this filing

Shirley Horner signed Klinger & Klinger, LLP's 2023 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Klinger & Klinger, LLP's EIN is 11-3361888.

EIN 11-3361888

Plan number 001

Plan year 2023

ACK ID 20240903163652NAL0034608656001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Klinger & Klinger, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Klinger & Klinger, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLINGER & KLINGER, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off