Civic Intelligence

R James Klingenstein, MD

Plan context: R James Klingenstein MD Profit Sharing Plan

EIN 04-2769059 • Newton, MA • 10 filings • 2 plans

32 Wauwnet RoadNewton, MA 02465
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$3,079,590

2020 Contributions

$56,800

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,079,590$1,539,795$0201120152019YearValue
$3,079,590Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210201120152019YearValue
2Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$0-
R James Klingenstein MD Profit Sharing Plan-0$0--
201912$3,079,590$0-
R James Klingenstein MD Profit Sharing Plan-2$3,079,590--
201812$2,752,787$0-
R James Klingenstein MD Profit Sharing Plan-2$2,752,787--
201712$2,779,250$0-
R James Klingenstein MD Profit Sharing Plan-2$2,779,250--
201612$2,531,783$0-
R James Klingenstein MD Profit Sharing Plan-2$2,531,783--
201512$2,604,735$0-
R James Klingenstein MD Profit Sharing Plan-2$2,604,735--
201412$2,567,708$0-
R James Klingenstein MD Profit Sharing Plan-2$2,567,708--
201312$2,416,614$0-
R James Klingenstein MD Profit Sharing Plan-2$2,416,614$0-
201212$2,303,929$0-
R James Klingenstein MD Profit Sharing Plan-2$2,303,929$0-
201112$2,060,889$56,800$28,400iApproximate average salary by contribution assumption: employee only about $710,000 at 4% or $473,333 at 6%; with 50% employer match about $473,333 at 4% or $315,556 at 6%; with 100% employer match about $355,000 at 4% or $236,667 at 6%.
R James Klingenstein MD Profit Sharing Plan-2$2,060,889$56,800$28,400iApproximate average salary by contribution assumption: employee only about $710,000 at 4% or $473,333 at 6%; with 50% employer match about $473,333 at 4% or $315,556 at 6%; with 100% employer match about $355,000 at 4% or $236,667 at 6%.
R James Klingenstein, MD | EIN 04-2769059 | 2020 Form 5500 Company Profile