Klein Wealth Management, Inc.

Portland, OR

Oregon

Registered In

01/03/2013

Incorp. Date

Company Summary

Klein Wealth Management, Inc. at 401 NE 19th Ave STE 150, Portland, Or 97232 lists Jan J Klein of Portland, OR as the associate.

Registered In

Oregon

Incorporation Date

01/03/2013

Company Type

Domestic Business Corporation

Status

Inactive

Registration Type

Domestic

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401 NE 19TH AVE STE 150, PORTLAND, OR 97232 View Map
401 NE 19TH AVE # 150, PORTLAND, OR 97232 (Mailing) View Map

Form 5500

224 SW Hamilton ST #301, Portland, Or 97239 (855) 226-7388 EIN:46-1696206 Plan Admin:Jan J. Klein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKLEIN WEALTH MANAGEMENT 401K PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$444,545 / $172,191	2022	KLEIN WEALTH MANAGEMENT 401K PLAN - Plan #001	2 / 3	$444,545 / $172,191
2021	Plan NameKLEIN WEALTH MANAGEMENT 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$105,498 / $444,545	2021	KLEIN WEALTH MANAGEMENT 401K PLAN - Plan #001	2 / 2	$105,498 / $444,545
2020	Plan NameKLEIN WEALTH MANAGEMENT INDIVIDUAL K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$93,017 / $105,498	2020	KLEIN WEALTH MANAGEMENT INDIVIDUAL K PLAN - Plan #001	2 / 2	$93,017 / $105,498
2019	Plan NameKLEIN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$81,161 / $93,017	2019	KLEIN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$81,161 / $93,017
2018	Plan NameKLEIN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$85,818 / $81,161	2018	KLEIN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$85,818 / $81,161
2017	Plan NameKLEIN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$72,220 / $85,818	2017	KLEIN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 2	$72,220 / $85,818
2016	Plan NameKLEIN WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$61,597 / $72,220	2016	KLEIN WEALTH MANAGEMENT 401(K) PLAN - Plan #001	2 / 1	$61,597 / $72,220

Benefit & Retirement Plans based on Form 5500.

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Klein Wealth Management, Inc. Registered in California	Woodland Hills, CA	View Report
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• Oregon Secretary of State • U.S. Department of Labor