How many benefit plans does Kline & Specter, P.C. report on Form 5500?

Kline & Specter, P.C. (EIN 23-2830302) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kline & Specter, P.C.?

The Employer Identification Number (EIN) reported for Kline & Specter, P.C. is 23-2830302.

What is the latest Form 5500 filing year for Kline & Specter, P.C.?

The latest loaded Form 5500 filing year for Kline & Specter, P.C. is 2023.

Kline & Specter, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kline & Specter, P.C. (EIN 23-2830302) is a plan sponsor located in Philadelphia, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-2830302
Location: Philadelphia, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $27,635,027
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $27,635,027

Contributions & income

Employer contributions: $2,081,486
Participant contributions: $1,807,416
Total income / additions: $8,759,396

Expenses & distributions

Benefits paid / distributions: $7,096,103
Total expenses: $7,249,852
Net increase / (decrease): $1,509,544

Coverage

Total reported participants: 344
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Kline & Specter, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Kline & Specter, P.C. 401(K) Profit Sharing Plan	001	204	$26,873,581	2023
Kline & Specter, P.C. Employee Benefit Plan	505	140	$761,446	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kline & Specter, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Kline & Specter, P.C. Employee Benefit Plan	140	H, C	20241011135133NAL0037115792001
2023	Kline & Specter, P.C. 401(K) Profit Sharing Plan	204	H, C	20250910125142NAL0021190113001