KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2018
|
410954023
|
2019-02-20
|
KLEIN AGENCY INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2019-02-20 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-02-20 |
Name of individual signing |
KLEIN AGENCY, INC. |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2017
|
410954023
|
2019-01-02
|
KLEIN AGENCY INC.
|
6
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2019-01-02 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-01-02 |
Name of individual signing |
KLEIN AGENCY, INC. |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2017
|
410954023
|
2018-06-27
|
KLEIN AGENCY INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2018-06-27 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2016
|
410954023
|
2017-06-22
|
KLEIN AGENCY INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2017-06-22 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2015
|
410954023
|
2016-06-15
|
KLEIN AGENCY INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2016-06-15 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2014
|
410954023
|
2015-07-27
|
KLEIN AGENCY INC.
|
5
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2015-07-27 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2013
|
410954023
|
2014-06-24
|
KLEIN AGENCY INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2014-06-24 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2014-06-24 |
Name of individual signing |
KLEIN AGENCY INC |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2012
|
410954023
|
2013-06-10
|
KLEIN AGENCY INC.
|
6
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Signature of
Role |
Plan administrator |
Date |
2013-06-10 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2011
|
410954023
|
2012-07-13
|
KLEIN AGENCY INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Plan administrator’s name and address
Administrator’s EIN |
410954023 |
Plan administrator’s name |
KLEIN AGENCY INC. |
Plan administrator’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058 |
Administrator’s telephone number |
6514846461 |
Signature of
Role |
Plan administrator |
Date |
2012-07-13 |
Name of individual signing |
STEPHEN M. KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
KLEIN AGENCY, INC. PROFIT SHARING PLAN & TRUST
|
2010
|
410954023
|
2011-06-23
|
KLEIN AGENCY INC.
|
7
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
1969-09-01
|
Business code |
524210
|
Sponsor’s telephone number |
6514846461
|
Plan sponsor’s mailing address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058
|
Plan sponsor’s
address |
SUITE 206, ST. PAUL, MN, 551268058
|
Plan administrator’s name and address
Administrator’s EIN |
410954023 |
Plan administrator’s name |
KLEIN AGENCY INC. |
Plan administrator’s
address |
3570 N. LEXINGTON AVE, SUITE 206, ST. PAUL, MN, 551268058 |
Administrator’s telephone number |
6514846461 |
Number of participants as of the end of the plan year
Active participants |
6 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
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 |
2011-06-23 |
Name of individual signing |
STEPHEN KLEIN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|