2023 Form 5500 filing — Kline & Specter, P.C. Employee Benefit 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 20241011135133NAL0037115792001) for Kline & Specter, P.C. Employee Benefit Plan, reported by Kline & Specter, P.C. under EIN 23-2830302 and plan number 505. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$761.4KReported net assets$761,446
Participants140
Provider compensation$100.8K6 Schedule C row(s)$100,805
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011135133NAL0037115792001
- Plan sponsor
- Kline & Specter, P.C.
- EIN
- 23-2830302
- Plan number
- 505
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$761.4K total assets
Net assets$761.4KLiabilities$0
Full reported line items
- Total assets (EOY)
- $761,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $761,446
- Employer contributions
- $1,232,523
- Participant contributions
- $480,633
- Total income / additions
- $1,713,156
- Benefits paid
- $2,731,582
- Administrative expenses
- $115,274
- Total expenses
- $2,846,856
- Net increase / (decrease)
- -$1,133,700
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital (Philadelphia) | BROKER | $30,525 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $28,656 | not reported in the loaded dataset |
| Umr | ADMIN | $19,817 | not reported in the loaded dataset |
| Telemedicine Management, Inc. | TELEMEDICINE | $11,583 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $8,484 | not reported in the loaded dataset |
| Telus Health (Us) Ltd | ADMIN | $1,740 | not reported in the loaded dataset |