2023 Form 5500 filing — Michele Klein, Pllc 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240520092911NAL0001175505001) for Michele Klein, Pllc 401(K) Plan, reported by Michele Klein, Pllc under EIN 81-1470175 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520092911NAL0001175505001
Plan sponsor
Michele Klein, Pllc
EIN
81-1470175
Plan number
001
Location
Goodyear, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$41.5K
Total expenses$332K
Benefits paid / distributions$332K
Contributions
Employer$44.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$44,054
Total income / additions
$41,467
Benefits paid
$332,021
Total expenses
$332,021
Net increase / (decrease)
-$290,554

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240520092911NAL0001175505001 cover?
It is the 2023 Form 5500 filing for Michele Klein, Pllc 401(K) Plan, reported by Michele Klein, Pllc (EIN 81-1470175).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages