Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust — Form 5500 plan (Klein, Paull, Holleb & Jacobs, Ltd.)
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, Klein, Paull, Holleb & Jacobs, Ltd. Cash Balance Pension Plan & Trust is a benefit plan reported by Klein, Paull, Holleb & Jacobs, Ltd. under EIN 36-4103701 and plan number 005. The latest loaded filing year is 2023. The filing reports 3 participants and $221,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klein, Paull, Holleb & Jacobs, Ltd.
- EIN
- 36-4103701
- Plan number
- 005
- Plan type
- 2
- Location
- Highland Park, IL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch IView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $221,993
- Net assets (EOY)
- $221,993
- Net assets (BOY)
- $886,701
Income & contributions
- Employer contributions
- $29,350
- Total income / additions
- $45,289
Expenses & distributions
- Benefits paid
- $709,997
- Total expenses
- $709,997
- Net increase / (decrease)
- -$664,708
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.