· 2022–2024 · DOL EFAST2

JACK KLEIN ASSOCIATES INC — JACK KLEIN ASSOCIATES INC., 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)

Original filing (PDF)20240318133435NAL0007092720001

JACK KLEIN ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

JACK KLEIN ASSOCIATES INC., 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 19.1 mo

Active participants

10

Accounts w/ balance

10

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

Plan health score

Above-average plan

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

75

Total plan cost

n/a

Plan health

79

Vendor & structure

100

Knocking points off

Filed 19.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACK KLEIN ASSOCIATES INC.

Plan sponsor

Name

JACK KLEIN ASSOCIATES INC

EIN

59-2471845

Address

5407 NORTH HAVERHILL RD, UNIT 345 · WEST PALM BEACH, FL · 33407

Phone

(561) 686-4455

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2020-10-01

Tax period

2021-09-30

Filed

2024-03-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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