2023 Form 5500 filing — Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr

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 20251014181546NAL0004766128001) for Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr, reported by Klein Paull Holleb & Jacobs Ltd under EIN 36-4103701 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,062,773
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251014181546NAL0004766128001
Plan sponsor
Klein Paull Holleb & Jacobs Ltd
EIN
36-4103701
Plan number
002
Location
Highland Park, IL
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.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$585.4K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$60K
Full reported line items
Total assets (EOY)
$2,062,773
Net assets (EOY)
$2,062,773
Participant contributions
$60,000
Total income / additions
$585,375
Net increase / (decrease)
$585,375

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014181546NAL0004766128001 cover?
It is the 2023 Form 5500 filing for Klein Dub & Holleb, Ltd., Profit Sharing Plan & Tr, reported by Klein Paull Holleb & Jacobs Ltd (EIN 36-4103701).
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