Original filing (PDF)20250310151252NAL0016187057001

KLEIN & HEUCHAN,INC

Name: KLEIN & HEUCHAN,INC — KLEIN & HEUCHAN, INC PROFIT SHARING TRUST, Form 5500 (2024)
Creator: KLEIN & HEUCHAN,INC

Form 5500-SF

FILING_RECEIVED

KLEIN & HEUCHAN, INC PROFIT SHARING TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 KLEIN & HEUCHAN,INC.

Plan sponsor

Name

KLEIN & HEUCHAN,INC

EIN

59-2266874

Address

1744 N BELCHER RD · SUITE 200 · CLEARWATER, FL · 33765

Phone

(727) 441-1951

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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