Who sponsors the Kline & Specter, P.C. Employee Benefit Plan?

Kline & Specter, P.C. Employee Benefit Plan is reported as sponsored by Kline & Specter, P.C. (EIN 23-2830302, plan number 505) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Kline & Specter, P.C. Employee Benefit Plan?

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

How many participants does Kline & Specter, P.C. Employee Benefit Plan report?

Kline & Specter, P.C. Employee Benefit Plan reports 140 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Kline & Specter, P.C. Employee Benefit Plan?

Kline & Specter, P.C. Employee Benefit Plan reports $761,446 in end-of-year plan assets in its latest loaded Form 5500 filing.

Kline & Specter, P.C. Employee Benefit Plan — Form 5500 plan (Kline & Specter, P.C.)

Plain-English plan 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. Employee Benefit Plan is a benefit plan reported by Kline & Specter, P.C. under EIN 23-2830302 and plan number 505. The latest loaded filing year is 2023. The filing reports 140 participants and $761,446 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$761.4KPlan net assets, end of year$761,446

Participants140Covered participants reported

Assets / participant$5.4KComputed: assets ÷ participants$5,439 (computed)

Provider compensation$100.8K6 Schedule C provider row(s)$100,805

Plan sponsor: Kline & Specter, P.C.
EIN: 23-2830302
Plan number: 505
Plan type: 2
Location: Philadelphia, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	140	H, C	20241011135133NAL0037115792001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$761.4K total assets

Net assets$761.4KLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$2.8M

Benefits paid / distributions$2.7M

Contributions

Employer$1.2M

Participant$480.6K

Full reported line items

Net assets

Total assets (EOY): $761,446
Total liabilities (EOY): $0
Net assets (EOY): $761,446
Net assets (BOY): $1,895,146

Income & contributions

Employer contributions: $1,232,523
Participant contributions: $480,633
Total contributions: $1,713,156
Total income / additions: $1,713,156

Expenses & distributions

Benefits paid: $2,731,582
Administrative expenses: $115,274
Total expenses: $2,846,856
Net increase / (decrease): -$1,133,700

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

72%28%

Employer 72%Participant 28%

Total expenses ÷ net assets374%Computed ratio

Benefits paid ÷ total income159%Computed ratio

Provider comp. ÷ net assets13%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Onedigital (Philadelphia)	BROKER	$30,525	not reported in the loaded dataset	2023
The Benecon Group	BROKER	$28,656	not reported in the loaded dataset	2023
Umr	ADMIN	$19,817	not reported in the loaded dataset	2023
Telemedicine Management, Inc.	TELEMEDICINE	$11,583	not reported in the loaded dataset	2023
Connectcare3	PATIENT ADVOCATE	$8,484	not reported in the loaded dataset	2023
Telus Health (Us) Ltd	ADMIN	$1,740	not reported in the loaded dataset	2023