Original filing (PDF)20240617085021NAL0000946017001

M.B. Klein, Inc.

Name: M.B. Klein, Inc. — M.B. Klein, Inc. Profit Sharing, Form 5500 (2023)
Creator: M.B. Klein, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M.B. Klein, Inc. Profit Sharing Plan & Trust

401(k) retirement plan · M.B. Klein, Inc.'s M.B. Klein, Inc. Profit Sharing Plan & Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

M.B. Klein, Inc.'s EIN is 52-0989014.

EIN 52-0989014

Plan number 001

Plan year 2023

ACK ID 20240617085021NAL0000946017001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for M.B. Klein, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

M.B. Klein, Inc.'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 M.B. KLEIN, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score