How big is M Kathleen Klein's plan?

M Kathleen Klein's plan reported $563K in assets and 4 participants for 2023.

Original filing (PDF)20241011111426NAL0044092306001

M Kathleen Klein

Name: M Kathleen Klein — M Kathleen Klein CPA 401(k), Form 5500 (2023)
Creator: M Kathleen Klein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M Kathleen Klein CPA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · M Kathleen Klein's M Kathleen Klein CPA 401(k) Profit Sharing Plan & Trust held $563K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

People on this filing

Mary Klein signed M Kathleen Klein's 2023 Form 5500 as plan administrator.

Mary 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

M Kathleen Klein's EIN is 77-0653635.

EIN 77-0653635

Plan number 001

Plan year 2023

ACK ID 20241011111426NAL0044092306001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

M Kathleen Klein'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 KATHLEEN KLEIN.

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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