Civic Intelligence

Klein Associates Inc.

Plan context: Klein Associates Inc. 401(K) Profit Sharing Plan

EIN 11-2630935 • Roslyn, NY • 14 filings • 3 plans

45 Chestnut Dr Roslyn NYRoslyn, NY 11576-2404
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$58,006

2022 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$121,108$60,554$0200920152021YearValue
$58,006Latest year 2021

Participants Over Time

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

320200920152021YearValue
1Latest year 2021

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
202210$0$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-0$0--
202111$58,006$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-1$58,006--
202013$48,724$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-3$48,724--
201913$86,723$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-3$86,723--
201813$121,108$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Klein Associates Inc. 401(K) Profit Sharing Plan-3$121,108$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201713$111,179$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Klein Associates Inc. 401(K) Profit Sharing Plan-3$111,179$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
201613$80,238$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Klein Associates Inc. 401(K) Profit Sharing Plan-3$80,238$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201513$78,010$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-3$78,010--
201413$85,218$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Klein Associates Inc. 401(K) Profit Sharing Plan-3$85,218$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201313$52,724$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Klein Associates Inc. 401(K) Profit Sharing Plan-3$52,724$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201213$57,337$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Klein Associates Inc. 401(K) Profit Sharing Plan-3$57,337$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201113$50,732$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-3$50,732--
201013$69,149$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-3$69,149--
200913$68,809$0-
Klein Associates Inc. 401(K) Profit Sharing Plan-3$68,809--