How big is The Klein Group CPA, P.A.'s plan?

The Klein Group CPA, P.A.'s plan reported $726K in assets and 4 participants for 2024.

Original filing (PDF)20250722085354NAL0001159299004

The Klein Group CPA, P.A.

Name: The Klein Group CPA, P.A. — Tkg401k, Form 5500 (2024)
Creator: The Klein Group CPA, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tkg401k

Defined-contribution retirement plan · The Klein Group CPA, P.A.'s Tkg401k held $726K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

People on this filing

Steven C Klein signed The Klein Group CPA, P.A.'s 2024 Form 5500 as plan administrator.

Steven C 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

The Klein Group CPA, P.A.'s EIN is 65-0790143.

EIN 65-0790143

Plan number 001

Plan year 2024

ACK ID 20250722085354NAL0001159299004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Klein Group CPA, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KLEIN GROUP CPA, P.A..

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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