Civic Intelligence

Ira E. Klein, Dds & Michael B. Klei

Plan context: Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing

EIN 13-2702527 • 18 filings • 4 plans

Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$3,965,313

2014 Contributions

$26,000

Historical Graphs

Total Assets Over Time

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

$4,547,537$2,273,769$0199920092014YearValue
$3,965,313Latest year 2014

Participants Over Time

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

320199920072014YearValue
1Latest year 2014

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
201411$3,965,313$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-1$3,965,313--
201311$3,955,132$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-1$3,955,132$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201213$3,314,269$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-3$3,314,269--
201112$3,155,862$32,994$16,497iApproximate average salary by contribution assumption: employee only about $412,425 at 4% or $274,950 at 6%; with 50% employer match about $274,950 at 4% or $183,300 at 6%; with 100% employer match about $206,213 at 4% or $137,475 at 6%.
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-2$3,155,862$32,994$16,497iApproximate average salary by contribution assumption: employee only about $412,425 at 4% or $274,950 at 6%; with 50% employer match about $274,950 at 4% or $183,300 at 6%; with 100% employer match about $206,213 at 4% or $137,475 at 6%.
201012$3,135,118$33,737$16,869iApproximate average salary by contribution assumption: employee only about $421,713 at 4% or $281,142 at 6%; with 50% employer match about $281,142 at 4% or $187,428 at 6%; with 100% employer match about $210,856 at 4% or $140,571 at 6%.
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-2$3,135,118$33,737$16,869iApproximate average salary by contribution assumption: employee only about $421,713 at 4% or $281,142 at 6%; with 50% employer match about $281,142 at 4% or $187,428 at 6%; with 100% employer match about $210,856 at 4% or $140,571 at 6%.
200912$2,047,269$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-2$2,047,269--
200811$0$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-1---
200711$0$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-1---
200611$2,552,064$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-1$2,552,064--
200513$2,376,055$49,638$16,546iApproximate average salary by contribution assumption: employee only about $413,650 at 4% or $275,767 at 6%; with 50% employer match about $275,767 at 4% or $183,844 at 6%; with 100% employer match about $206,825 at 4% or $137,883 at 6%.
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-3$2,376,055$49,638$16,546iApproximate average salary by contribution assumption: employee only about $413,650 at 4% or $275,767 at 6%; with 50% employer match about $275,767 at 4% or $183,844 at 6%; with 100% employer match about $206,825 at 4% or $137,883 at 6%.
200413$2,107,975$41,552$13,851iApproximate average salary by contribution assumption: employee only about $346,267 at 4% or $230,844 at 6%; with 50% employer match about $230,844 at 4% or $153,896 at 6%; with 100% employer match about $173,133 at 4% or $115,422 at 6%.
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-3$2,107,975$41,552$13,851iApproximate average salary by contribution assumption: employee only about $346,267 at 4% or $230,844 at 6%; with 50% employer match about $230,844 at 4% or $153,896 at 6%; with 100% employer match about $173,133 at 4% or $115,422 at 6%.
200312$2,008,338$43,003$21,502iApproximate average salary by contribution assumption: employee only about $537,538 at 4% or $358,358 at 6%; with 50% employer match about $358,358 at 4% or $238,906 at 6%; with 100% employer match about $268,769 at 4% or $179,179 at 6%.
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-2$2,008,338$43,003$21,502iApproximate average salary by contribution assumption: employee only about $537,538 at 4% or $358,358 at 6%; with 50% employer match about $358,358 at 4% or $238,906 at 6%; with 100% employer match about $268,769 at 4% or $179,179 at 6%.
200122$0$0-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-2---
Ira E. Klein, D.D.S. & Michael B. Klein, D.D.S. PC. Retirement Trust Money Purchase Plan-0---
200021$0$0-
Ira E. Klein, D.D.S. & Michael B. Klein, D.D.S. PC. Retirement Trust Money Purchase Plan-1---
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-1---
199922$4,547,537$37,783$18,892iApproximate average salary by contribution assumption: employee only about $472,288 at 4% or $314,858 at 6%; with 50% employer match about $314,858 at 4% or $209,906 at 6%; with 100% employer match about $236,144 at 4% or $157,429 at 6%.
Ira E. Klein, D.D.S. & Michael B. Klein, D.D.S. PC. Retirement Trust Money Purchase Plan-0$2,728,233$20,977-
Ira E. Klein, Dds & Michael B.Klein, Dds PC Retirement Trust Profit Sharing-2$1,819,304$16,806$8,403iApproximate average salary by contribution assumption: employee only about $210,075 at 4% or $140,050 at 6%; with 50% employer match about $140,050 at 4% or $93,367 at 6%; with 100% employer match about $105,038 at 4% or $70,025 at 6%.