|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2023
|
592812121
|
2024-10-14
|
KLEIN AND FORTUNE, P.A.
|
4
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
7777 DAVIE ROAD EXTENSION, SUITE 301B, HOLLYWOOD, FL, 33024
|
| Plan sponsor’s
address |
7777 DAVIE ROAD EXTENSION, HOLLYWOOD, FL, 33024
|
Number of participants as of the end of the plan year
| Active participants |
3 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
1 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
0 |
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2022
|
592812121
|
2023-10-14
|
KLEIN AND FORTUNE, P.A.
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
7777 DAVIE ROAD EXTENSION, SUITE 301B, HOLLYWOOD, FL, 33024
|
| Plan sponsor’s
address |
7777 DAVIE ROAD EXTENSION, HOLLYWOOD, FL, 33024
|
Number of participants as of the end of the plan year
| Active participants |
3 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
1 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
4 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2021
|
592812121
|
2022-11-02
|
KLEIN AND FORTUNE, P.A.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
7777 DAVIE ROAD EXTENSION, SUITE 301B, HOLLYWOOD, FL, 33024
|
| Plan sponsor’s
address |
7777 DAVIE ROAD EXTENSION, HOLLYWOOD, FL, 33024
|
Number of participants as of the end of the plan year
| Active participants |
3 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
5 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2020
|
592812121
|
2021-10-03
|
KLEIN AND FORTUNE, P.A.
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
4 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
6 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2019
|
592812121
|
2020-09-26
|
KLEIN AND FORTUNE, P.A.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
4 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
6 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2018
|
592812121
|
2019-10-14
|
KLEIN AND FORTUNE, P.A.
|
7
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
5 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
7 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2017
|
592812121
|
2018-10-17
|
KLEIN AND FORTUNE, P.A.
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
5 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
7 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
| Role |
Plan administrator |
| Date |
2018-10-17 |
| Name of individual signing |
RONALD G. KLEIN, ESQ. |
| Valid signature |
Filed with authorized/valid electronic signature |
|
| Role |
Employer/plan sponsor |
| Date |
2018-10-17 |
| Name of individual signing |
RONALD G. KLEIN, ESQ. |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2016
|
592812121
|
2018-01-30
|
KLEIN AND FORTUNE, P.A.
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
3 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
2 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
5 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
| Role |
Plan administrator |
| Date |
2018-01-30 |
| Name of individual signing |
RONALD G. KLEIN, ESQ. |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2015
|
592812121
|
2016-10-16
|
KLEIN AND FORTUNE, P.A.
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
4 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
1 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
5 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
| Role |
Plan administrator |
| Date |
2016-10-16 |
| Name of individual signing |
RONALD G. KLEIN, ESQ. |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
KLEIN AND FORTUNE, P.A. PROFIT SHARING PLAN
|
2014
|
592812121
|
2015-09-11
|
KLEIN AND FORTUNE, P.A.
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
1992-01-01
|
| Business code |
541110
|
| Sponsor’s telephone number |
9549868822
|
| Plan sponsor’s mailing address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
| Plan sponsor’s
address |
4340 SHERIDAN STREET, SUITE 102, HOLLYWOOD, FL, 330213555
|
Number of participants as of the end of the plan year
| Active participants |
5 |
| Retired or separated participants receiving
benefits |
0 |
| Other
retired or separated participants entitled to future benefits |
1 |
| Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
| Number of
participants
with
account balances as of the end of the plan year |
6 |
| Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
| Role |
Plan administrator |
| Date |
2015-09-11 |
| Name of individual signing |
RONALD G. KLEIN, ESQ. |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
