Civic Intelligence

Melvin Klein

Plan context: MELVIN J. KLEIN MD PS PLAN MELVIN J. KLEIN TTEE DTD 1/1/94

EIN 11-2590151 • 9 filings • 5 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$1,219,592

2006 Contributions

$37,216

Historical Graphs

Total Assets Over Time

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

$1,219,592$609,796$0200220042005YearValue
$1,219,592Latest year 2005

Participants Over Time

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

320200220042005YearValue
3Latest year 2005

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
200610$0$37,216-
MELVIN J. KLEIN MD PS PLAN MELVIN J. KLEIN TTEE DTD 1/1/94-0-$37,216-
200533$1,219,592$85,148$28,383iApproximate average salary by contribution assumption: employee only about $709,567 at 4% or $473,044 at 6%; with 50% employer match about $473,044 at 4% or $315,363 at 6%; with 100% employer match about $354,783 at 4% or $236,522 at 6%.
MELVIN J. KLEIN MD PS PLAN MELVIN J. KLEIN TTEE DTD 1/1/94-3$609,796$42,574$14,191iApproximate average salary by contribution assumption: employee only about $354,783 at 4% or $236,522 at 6%; with 50% employer match about $236,522 at 4% or $157,681 at 6%; with 100% employer match about $177,392 at 4% or $118,261 at 6%.
006-3$609,796$42,574$14,191iApproximate average salary by contribution assumption: employee only about $354,783 at 4% or $236,522 at 6%; with 50% employer match about $236,522 at 4% or $157,681 at 6%; with 100% employer match about $177,392 at 4% or $118,261 at 6%.
UBS KEOGH MONEY PURCHASE PLAN-0---
200423$562,598$50,987$16,996iApproximate average salary by contribution assumption: employee only about $424,892 at 4% or $283,261 at 6%; with 50% employer match about $283,261 at 4% or $188,841 at 6%; with 100% employer match about $212,446 at 4% or $141,631 at 6%.
PAINE WEBBER KEOGH MONEY PURCHASE PLAN F/B/O MELVIN J. KLEIN-3$562,598$50,987$16,996iApproximate average salary by contribution assumption: employee only about $424,892 at 4% or $283,261 at 6%; with 50% employer match about $283,261 at 4% or $188,841 at 6%; with 100% employer match about $212,446 at 4% or $141,631 at 6%.
Chase Bank Self Employed Profit Sharing Plan F/B/O Melvin J. Klein-0---
200322$492,085$39,086$19,543iApproximate average salary by contribution assumption: employee only about $488,575 at 4% or $325,717 at 6%; with 50% employer match about $325,717 at 4% or $217,144 at 6%; with 100% employer match about $244,288 at 4% or $162,858 at 6%.
PAINE WEBBER KEOGH MONEY PURCHASE PLAN F/B/O MELVIN J. KLEIN-2$485,969$39,086$19,543iApproximate average salary by contribution assumption: employee only about $488,575 at 4% or $325,717 at 6%; with 50% employer match about $325,717 at 4% or $217,144 at 6%; with 100% employer match about $244,288 at 4% or $162,858 at 6%.
Chase Bank Self Employed Profit Sharing Plan F/B/O Melvin J. Klein-2$6,116--
200212$65,406$9,287$4,644iApproximate average salary by contribution assumption: employee only about $116,088 at 4% or $77,392 at 6%; with 50% employer match about $77,392 at 4% or $51,594 at 6%; with 100% employer match about $58,044 at 4% or $38,696 at 6%.
Chase Bank Self Employed Profit Sharing Plan F/B/O Melvin J. Klein-2$65,406$9,287$4,644iApproximate average salary by contribution assumption: employee only about $116,088 at 4% or $77,392 at 6%; with 50% employer match about $77,392 at 4% or $51,594 at 6%; with 100% employer match about $58,044 at 4% or $38,696 at 6%.