Original filing (PDF)20250707102729NAL0008752994001

MARK KLEIVE DDS PA

Name: MARK KLEIVE DDS PA — MARK KLEIVE DDS PA 401(K) PLAN, Form 5500 (2024)
Creator: MARK KLEIVE DDS PA

Form 5500-SF

FILING_RECEIVED

MARK KLEIVE DDS PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK KLEIVE DDS PA.

Plan sponsor

Name

MARK KLEIVE DDS PA

EIN

27-5334962

Address

3176 US 70 HIGHWAY · BLACK MOUNTAIN, NC · 28711

Phone

(828) 775-7754

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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