Civic Intelligence

Klingman and Associates LLC

Plan context: Klingman and Associates Employee Savings Plan

EIN 06-1612508 • New York, NY • 17 filings • 2 plans

120 West 45th Street, Suite 3800New York, NY 10036
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$10,979,869

2024 Contributions

$741,257

Historical Graphs

Total Assets Over Time

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

$10,979,869$5,489,935$0200820162024YearValue
$10,979,869Latest year 2024

Participants Over Time

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

28140200820162024YearValue
28Latest year 2024

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
2024128$10,979,869$741,257$26,473iApproximate average salary by contribution assumption: employee only about $661,837 at 4% or $441,224 at 6%; with 50% employer match about $441,224 at 4% or $294,150 at 6%; with 100% employer match about $330,918 at 4% or $220,612 at 6%.
Klingman and Associates Employee Savings Plan-28$10,979,869$741,257$26,473iApproximate average salary by contribution assumption: employee only about $661,837 at 4% or $441,224 at 6%; with 50% employer match about $441,224 at 4% or $294,150 at 6%; with 100% employer match about $330,918 at 4% or $220,612 at 6%.
2023125$9,253,353$668,796$26,752iApproximate average salary by contribution assumption: employee only about $668,796 at 4% or $445,864 at 6%; with 50% employer match about $445,864 at 4% or $297,243 at 6%; with 100% employer match about $334,398 at 4% or $222,932 at 6%.
Klingman and Associates Employee Savings Plan-25$9,253,353$668,796$26,752iApproximate average salary by contribution assumption: employee only about $668,796 at 4% or $445,864 at 6%; with 50% employer match about $445,864 at 4% or $297,243 at 6%; with 100% employer match about $334,398 at 4% or $222,932 at 6%.
2022123$7,408,421$637,635$27,723iApproximate average salary by contribution assumption: employee only about $693,082 at 4% or $462,054 at 6%; with 50% employer match about $462,054 at 4% or $308,036 at 6%; with 100% employer match about $346,541 at 4% or $231,027 at 6%.
Klingman and Associates Employee Savings Plan-23$7,408,421$637,635$27,723iApproximate average salary by contribution assumption: employee only about $693,082 at 4% or $462,054 at 6%; with 50% employer match about $462,054 at 4% or $308,036 at 6%; with 100% employer match about $346,541 at 4% or $231,027 at 6%.
2021119$8,183,176$617,506$32,500iApproximate average salary by contribution assumption: employee only about $812,508 at 4% or $541,672 at 6%; with 50% employer match about $541,672 at 4% or $361,115 at 6%; with 100% employer match about $406,254 at 4% or $270,836 at 6%.
Klingman and Associates Employee Savings Plan-19$8,183,176$617,506$32,500iApproximate average salary by contribution assumption: employee only about $812,508 at 4% or $541,672 at 6%; with 50% employer match about $541,672 at 4% or $361,115 at 6%; with 100% employer match about $406,254 at 4% or $270,836 at 6%.
2020118$6,529,070$700,068$38,893iApproximate average salary by contribution assumption: employee only about $972,317 at 4% or $648,211 at 6%; with 50% employer match about $648,211 at 4% or $432,141 at 6%; with 100% employer match about $486,158 at 4% or $324,106 at 6%.
Klingman and Associates Employee Savings Plan-18$6,529,070$700,068$38,893iApproximate average salary by contribution assumption: employee only about $972,317 at 4% or $648,211 at 6%; with 50% employer match about $648,211 at 4% or $432,141 at 6%; with 100% employer match about $486,158 at 4% or $324,106 at 6%.
2019116$5,066,692$466,525$29,158iApproximate average salary by contribution assumption: employee only about $728,945 at 4% or $485,964 at 6%; with 50% employer match about $485,964 at 4% or $323,976 at 6%; with 100% employer match about $364,473 at 4% or $242,982 at 6%.
Klingman and Associates Employee Savings Plan-16$5,066,692$466,525$29,158iApproximate average salary by contribution assumption: employee only about $728,945 at 4% or $485,964 at 6%; with 50% employer match about $485,964 at 4% or $323,976 at 6%; with 100% employer match about $364,473 at 4% or $242,982 at 6%.
2018115$3,781,607$398,616$26,574iApproximate average salary by contribution assumption: employee only about $664,360 at 4% or $442,907 at 6%; with 50% employer match about $442,907 at 4% or $295,271 at 6%; with 100% employer match about $332,180 at 4% or $221,453 at 6%.
Klingman and Associates Employee Savings Plan-15$3,781,607$398,616$26,574iApproximate average salary by contribution assumption: employee only about $664,360 at 4% or $442,907 at 6%; with 50% employer match about $442,907 at 4% or $295,271 at 6%; with 100% employer match about $332,180 at 4% or $221,453 at 6%.
2017115$3,707,655$369,503$24,634iApproximate average salary by contribution assumption: employee only about $615,838 at 4% or $410,559 at 6%; with 50% employer match about $410,559 at 4% or $273,706 at 6%; with 100% employer match about $307,919 at 4% or $205,279 at 6%.
Klingman and Associates Employee Savings Plan-15$3,707,655$369,503$24,634iApproximate average salary by contribution assumption: employee only about $615,838 at 4% or $410,559 at 6%; with 50% employer match about $410,559 at 4% or $273,706 at 6%; with 100% employer match about $307,919 at 4% or $205,279 at 6%.
2016115$3,033,120$345,846$23,056iApproximate average salary by contribution assumption: employee only about $576,410 at 4% or $384,273 at 6%; with 50% employer match about $384,273 at 4% or $256,182 at 6%; with 100% employer match about $288,205 at 4% or $192,137 at 6%.
Klingman and Associates Employee Savings Plan-15$3,033,120$345,846$23,056iApproximate average salary by contribution assumption: employee only about $576,410 at 4% or $384,273 at 6%; with 50% employer match about $384,273 at 4% or $256,182 at 6%; with 100% employer match about $288,205 at 4% or $192,137 at 6%.
2015115$2,456,194$526,963$35,131iApproximate average salary by contribution assumption: employee only about $878,272 at 4% or $585,514 at 6%; with 50% employer match about $585,514 at 4% or $390,343 at 6%; with 100% employer match about $439,136 at 4% or $292,757 at 6%.
Klingman and Associates Employee Savings Plan-15$2,456,194$526,963$35,131iApproximate average salary by contribution assumption: employee only about $878,272 at 4% or $585,514 at 6%; with 50% employer match about $585,514 at 4% or $390,343 at 6%; with 100% employer match about $439,136 at 4% or $292,757 at 6%.
2014114$2,417,473$201,227$14,373iApproximate average salary by contribution assumption: employee only about $359,334 at 4% or $239,556 at 6%; with 50% employer match about $239,556 at 4% or $159,704 at 6%; with 100% employer match about $179,667 at 4% or $119,778 at 6%.
Klingman and Associates Employee Savings Plan-14$2,417,473$201,227$14,373iApproximate average salary by contribution assumption: employee only about $359,334 at 4% or $239,556 at 6%; with 50% employer match about $239,556 at 4% or $159,704 at 6%; with 100% employer match about $179,667 at 4% or $119,778 at 6%.
2013114$2,088,073$258,745$18,482iApproximate average salary by contribution assumption: employee only about $462,045 at 4% or $308,030 at 6%; with 50% employer match about $308,030 at 4% or $205,353 at 6%; with 100% employer match about $231,022 at 4% or $154,015 at 6%.
Klingman and Associates Employee Savings Plan-14$2,088,073$258,745$18,482iApproximate average salary by contribution assumption: employee only about $462,045 at 4% or $308,030 at 6%; with 50% employer match about $308,030 at 4% or $205,353 at 6%; with 100% employer match about $231,022 at 4% or $154,015 at 6%.
2012113$1,532,601$246,539$18,965iApproximate average salary by contribution assumption: employee only about $474,113 at 4% or $316,076 at 6%; with 50% employer match about $316,076 at 4% or $210,717 at 6%; with 100% employer match about $237,057 at 4% or $158,038 at 6%.
Klingman and Associates Employee Savings Plan-13$1,532,601$246,539$18,965iApproximate average salary by contribution assumption: employee only about $474,113 at 4% or $316,076 at 6%; with 50% employer match about $316,076 at 4% or $210,717 at 6%; with 100% employer match about $237,057 at 4% or $158,038 at 6%.
2011111$1,129,404$233,294$21,209iApproximate average salary by contribution assumption: employee only about $530,214 at 4% or $353,476 at 6%; with 50% employer match about $353,476 at 4% or $235,651 at 6%; with 100% employer match about $265,107 at 4% or $176,738 at 6%.
Klingman and Associates Employee Savings Plan-11$1,129,404$233,294$21,209iApproximate average salary by contribution assumption: employee only about $530,214 at 4% or $353,476 at 6%; with 50% employer match about $353,476 at 4% or $235,651 at 6%; with 100% employer match about $265,107 at 4% or $176,738 at 6%.
2010110$917,994$221,282$22,128iApproximate average salary by contribution assumption: employee only about $553,205 at 4% or $368,803 at 6%; with 50% employer match about $368,803 at 4% or $245,869 at 6%; with 100% employer match about $276,603 at 4% or $184,402 at 6%.
Klingman and Associates Employee Savings Plan-10$917,994$221,282$22,128iApproximate average salary by contribution assumption: employee only about $553,205 at 4% or $368,803 at 6%; with 50% employer match about $368,803 at 4% or $245,869 at 6%; with 100% employer match about $276,603 at 4% or $184,402 at 6%.
2009110$589,433$341,516$34,152iApproximate average salary by contribution assumption: employee only about $853,790 at 4% or $569,193 at 6%; with 50% employer match about $569,193 at 4% or $379,462 at 6%; with 100% employer match about $426,895 at 4% or $284,597 at 6%.
Klingman and Associates Employee Savings Plan-10$589,433$341,516$34,152iApproximate average salary by contribution assumption: employee only about $853,790 at 4% or $569,193 at 6%; with 50% employer match about $569,193 at 4% or $379,462 at 6%; with 100% employer match about $426,895 at 4% or $284,597 at 6%.
2008110$170,573$199,997$20,000iApproximate average salary by contribution assumption: employee only about $499,993 at 4% or $333,328 at 6%; with 50% employer match about $333,328 at 4% or $222,219 at 6%; with 100% employer match about $249,996 at 4% or $166,664 at 6%.
Klingman and Associates Employee Savings Plan-10$170,573$199,997$20,000iApproximate average salary by contribution assumption: employee only about $499,993 at 4% or $333,328 at 6%; with 50% employer match about $333,328 at 4% or $222,219 at 6%; with 100% employer match about $249,996 at 4% or $166,664 at 6%.