How big is Daniel G. Klein, D.D.S.'s plan?

Daniel G. Klein, D.D.S.'s plan reported $1.4M in assets and 3 participants for 2022.

Original filing (PDF)20230330070525NAL0023223203001

Daniel G. Klein, D.D.S.

Name: Daniel G. Klein, D.D.S. — Daniel G. Klein, DDS, Form 5500 (2022)
Creator: Daniel G. Klein, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel G. Klein, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel G. Klein, D.D.S.'s Daniel G. Klein, DDS 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Daniel Klein signed Daniel G. Klein, D.D.S.'s 2022 Form 5500 as plan administrator.

Daniel Klein — 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

Daniel G. Klein, D.D.S.'s EIN is 16-1359003.

EIN 16-1359003

Plan number 001

Plan year 2022

ACK ID 20230330070525NAL0023223203001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Daniel G. Klein, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Daniel G. Klein, D.D.S.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL G. KLEIN, D.D.S..

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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

Helping the score