Klarin & Associates Certified Public Accountants, INC. DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Klarin & Associates Certified Public Accountants, INC.
  • Sponsor EIN: 330755950
  • Sponsor Address: 20101 SW BIRCH STREET, SUITE 210, NEWPORT BEACH, CA, 92660
  • Plan Type: DB
  • Total Participants: 9
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20239$1.6M$0$0
202211$1.8M$104,861$0

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