How big is Klein & Heuchan,Inc.'s plan?

Klein & Heuchan,Inc.'s plan reported $2.9M in assets and 6 participants for 2024.

Original filing (PDF)20250310151252NAL0016187057001

Klein & Heuchan,Inc.

Name: Klein & Heuchan,Inc. — Klein & Heuchan, Inc. Profit, Form 5500 (2024)
Creator: Klein & Heuchan,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein & Heuchan, Inc. Profit Sharing Trust

Defined-contribution retirement plan · Klein & Heuchan,Inc.'s Klein & Heuchan, Inc. Profit Sharing Trust held $2.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Mark Klein signed Klein & Heuchan,Inc.'s 2024 Form 5500 as plan administrator.

Mark 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

Klein & Heuchan,Inc.'s EIN is 59-2266874.

EIN 59-2266874

Plan number 001

Plan year 2024

ACK ID 20250310151252NAL0016187057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein & Heuchan,Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein & Heuchan,Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KLEIN & HEUCHAN,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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score