Donald E. Klein
Plan context: Donald E. Klein Profit Sharing Plan and Trust
EIN 13-2653987 • Plandome, NY • 12 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$350,881
2018 Contributions
$31,896
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2017 | 1 | 2 | $350,881 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $350,881 | - | - |
| 2016 | 1 | 2 | $318,219 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $318,219 | - | - |
| 2015 | 1 | 2 | $379,283 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $379,283 | - | - |
| 2014 | 1 | 2 | $436,616 | $31,896 | $15,948iApproximate average salary by contribution assumption: employee only about $398,700 at 4% or $265,800 at 6%; with 50% employer match about $265,800 at 4% or $177,200 at 6%; with 100% employer match about $199,350 at 4% or $132,900 at 6%. |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $436,616 | $31,896 | $15,948iApproximate average salary by contribution assumption: employee only about $398,700 at 4% or $265,800 at 6%; with 50% employer match about $265,800 at 4% or $177,200 at 6%; with 100% employer match about $199,350 at 4% or $132,900 at 6%. |
| 2013 | 1 | 2 | $399,883 | $210,697 | $105,349iApproximate average salary by contribution assumption: employee only about $2,633,713 at 4% or $1,755,808 at 6%; with 50% employer match about $1,755,808 at 4% or $1,170,539 at 6%; with 100% employer match about $1,316,856 at 4% or $877,904 at 6%. |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $399,883 | $210,697 | $105,349iApproximate average salary by contribution assumption: employee only about $2,633,713 at 4% or $1,755,808 at 6%; with 50% employer match about $1,755,808 at 4% or $1,170,539 at 6%; with 100% employer match about $1,316,856 at 4% or $877,904 at 6%. |
| 2012 | 1 | 2 | $180,177 | $22,988 | $11,494iApproximate average salary by contribution assumption: employee only about $287,350 at 4% or $191,567 at 6%; with 50% employer match about $191,567 at 4% or $127,711 at 6%; with 100% employer match about $143,675 at 4% or $95,783 at 6%. |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $180,177 | $22,988 | $11,494iApproximate average salary by contribution assumption: employee only about $287,350 at 4% or $191,567 at 6%; with 50% employer match about $191,567 at 4% or $127,711 at 6%; with 100% employer match about $143,675 at 4% or $95,783 at 6%. |
| 2011 | 1 | 2 | $130,057 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $130,057 | - | - |
| 2010 | 1 | 2 | $128,135 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $128,135 | - | - |
| 2009 | 1 | 2 | $126,241 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | $126,241 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Donald E. Klein Profit Sharing Plan and Trust | - | 1 | - | - | - |