Civic Intelligence

Klein, Zelman, Rothermel & Dichter LLP

Plan context: Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan

EIN 13-2998136 • New York, NY • 25 filings • 6 plans

485 Madison Avenue, 13th FloorNew York, NY 10022
Current Snapshot

Latest Year

2022

2022 Participants

17

2022 Assets

$18,350,474

2022 Contributions

$110,830

Historical Graphs

Total Assets Over Time

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

$18,350,474$9,175,237$0199920112021YearValue
$18,350,474Latest year 2021

Participants Over Time

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

38190199920102021YearValue
17Latest 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 Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-0$0--
2021117$18,350,474$110,830$6,519iApproximate average salary by contribution assumption: employee only about $162,985 at 4% or $108,657 at 6%; with 50% employer match about $108,657 at 4% or $72,438 at 6%; with 100% employer match about $81,493 at 4% or $54,328 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-17$18,350,474$110,830$6,519iApproximate average salary by contribution assumption: employee only about $162,985 at 4% or $108,657 at 6%; with 50% employer match about $108,657 at 4% or $72,438 at 6%; with 100% employer match about $81,493 at 4% or $54,328 at 6%.
2020120$17,579,368$63,424$3,171iApproximate average salary by contribution assumption: employee only about $79,280 at 4% or $52,853 at 6%; with 50% employer match about $52,853 at 4% or $35,236 at 6%; with 100% employer match about $39,640 at 4% or $26,427 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-20$17,579,368$63,424$3,171iApproximate average salary by contribution assumption: employee only about $79,280 at 4% or $52,853 at 6%; with 50% employer match about $52,853 at 4% or $35,236 at 6%; with 100% employer match about $39,640 at 4% or $26,427 at 6%.
2019121$16,279,611$2,806,329$133,635iApproximate average salary by contribution assumption: employee only about $3,340,868 at 4% or $2,227,245 at 6%; with 50% employer match about $2,227,245 at 4% or $1,484,830 at 6%; with 100% employer match about $1,670,434 at 4% or $1,113,623 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-21$16,279,611$2,806,329$133,635iApproximate average salary by contribution assumption: employee only about $3,340,868 at 4% or $2,227,245 at 6%; with 50% employer match about $2,227,245 at 4% or $1,484,830 at 6%; with 100% employer match about $1,670,434 at 4% or $1,113,623 at 6%.
2018124$14,080,284$115,532$4,814iApproximate average salary by contribution assumption: employee only about $120,346 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,487 at 6%; with 100% employer match about $60,173 at 4% or $40,115 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-24$14,080,284$115,532$4,814iApproximate average salary by contribution assumption: employee only about $120,346 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,487 at 6%; with 100% employer match about $60,173 at 4% or $40,115 at 6%.
2017125$15,895,976$113,661$4,546iApproximate average salary by contribution assumption: employee only about $113,661 at 4% or $75,774 at 6%; with 50% employer match about $75,774 at 4% or $50,516 at 6%; with 100% employer match about $56,830 at 4% or $37,887 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-25$15,895,976$113,661$4,546iApproximate average salary by contribution assumption: employee only about $113,661 at 4% or $75,774 at 6%; with 50% employer match about $75,774 at 4% or $50,516 at 6%; with 100% employer match about $56,830 at 4% or $37,887 at 6%.
2016124$13,747,868$134,451$5,602iApproximate average salary by contribution assumption: employee only about $140,053 at 4% or $93,369 at 6%; with 50% employer match about $93,369 at 4% or $62,246 at 6%; with 100% employer match about $70,027 at 4% or $46,684 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-24$13,747,868$134,451$5,602iApproximate average salary by contribution assumption: employee only about $140,053 at 4% or $93,369 at 6%; with 50% employer match about $93,369 at 4% or $62,246 at 6%; with 100% employer match about $70,027 at 4% or $46,684 at 6%.
2015123$13,026,115$120,719$5,249iApproximate average salary by contribution assumption: employee only about $131,216 at 4% or $87,478 at 6%; with 50% employer match about $87,478 at 4% or $58,318 at 6%; with 100% employer match about $65,608 at 4% or $43,739 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-23$13,026,115$120,719$5,249iApproximate average salary by contribution assumption: employee only about $131,216 at 4% or $87,478 at 6%; with 50% employer match about $87,478 at 4% or $58,318 at 6%; with 100% employer match about $65,608 at 4% or $43,739 at 6%.
2014126$15,809,886$139,382$5,361iApproximate average salary by contribution assumption: employee only about $134,021 at 4% or $89,347 at 6%; with 50% employer match about $89,347 at 4% or $59,565 at 6%; with 100% employer match about $67,011 at 4% or $44,674 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-26$15,809,886$139,382$5,361iApproximate average salary by contribution assumption: employee only about $134,021 at 4% or $89,347 at 6%; with 50% employer match about $89,347 at 4% or $59,565 at 6%; with 100% employer match about $67,011 at 4% or $44,674 at 6%.
2013135$14,970,217$112,514$3,215iApproximate average salary by contribution assumption: employee only about $80,367 at 4% or $53,578 at 6%; with 50% employer match about $53,578 at 4% or $35,719 at 6%; with 100% employer match about $40,184 at 4% or $26,789 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-35$14,970,217$112,514$3,215iApproximate average salary by contribution assumption: employee only about $80,367 at 4% or $53,578 at 6%; with 50% employer match about $53,578 at 4% or $35,719 at 6%; with 100% employer match about $40,184 at 4% or $26,789 at 6%.
2012138$13,165,591$244,460$6,433iApproximate average salary by contribution assumption: employee only about $160,829 at 4% or $107,219 at 6%; with 50% employer match about $107,219 at 4% or $71,480 at 6%; with 100% employer match about $80,414 at 4% or $53,610 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-38$13,165,591$244,460$6,433iApproximate average salary by contribution assumption: employee only about $160,829 at 4% or $107,219 at 6%; with 50% employer match about $107,219 at 4% or $71,480 at 6%; with 100% employer match about $80,414 at 4% or $53,610 at 6%.
2011134$11,569,240$171,659$5,049iApproximate average salary by contribution assumption: employee only about $126,220 at 4% or $84,147 at 6%; with 50% employer match about $84,147 at 4% or $56,098 at 6%; with 100% employer match about $63,110 at 4% or $42,073 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-34$11,569,240$171,659$5,049iApproximate average salary by contribution assumption: employee only about $126,220 at 4% or $84,147 at 6%; with 50% employer match about $84,147 at 4% or $56,098 at 6%; with 100% employer match about $63,110 at 4% or $42,073 at 6%.
2010135$14,974,671$309,596$8,846iApproximate average salary by contribution assumption: employee only about $221,140 at 4% or $147,427 at 6%; with 50% employer match about $147,427 at 4% or $98,284 at 6%; with 100% employer match about $110,570 at 4% or $73,713 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-35$14,974,671$309,596$8,846iApproximate average salary by contribution assumption: employee only about $221,140 at 4% or $147,427 at 6%; with 50% employer match about $147,427 at 4% or $98,284 at 6%; with 100% employer match about $110,570 at 4% or $73,713 at 6%.
2009133$13,418,253$279,985$8,484iApproximate average salary by contribution assumption: employee only about $212,110 at 4% or $141,407 at 6%; with 50% employer match about $141,407 at 4% or $94,271 at 6%; with 100% employer match about $106,055 at 4% or $70,703 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-33$13,418,253$279,985$8,484iApproximate average salary by contribution assumption: employee only about $212,110 at 4% or $141,407 at 6%; with 50% employer match about $141,407 at 4% or $94,271 at 6%; with 100% employer match about $106,055 at 4% or $70,703 at 6%.
2008115$11,264,057$248,956$16,597iApproximate average salary by contribution assumption: employee only about $414,927 at 4% or $276,618 at 6%; with 50% employer match about $276,618 at 4% or $184,412 at 6%; with 100% employer match about $207,463 at 4% or $138,309 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-15$11,264,057$248,956$16,597iApproximate average salary by contribution assumption: employee only about $414,927 at 4% or $276,618 at 6%; with 50% employer match about $276,618 at 4% or $184,412 at 6%; with 100% employer match about $207,463 at 4% or $138,309 at 6%.
2007114$14,709,114$302,689$21,621iApproximate average salary by contribution assumption: employee only about $540,516 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,229 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-14$14,709,114$302,689$21,621iApproximate average salary by contribution assumption: employee only about $540,516 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,229 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
2006119$14,517,974$326,151$17,166iApproximate average salary by contribution assumption: employee only about $429,146 at 4% or $286,097 at 6%; with 50% employer match about $286,097 at 4% or $190,732 at 6%; with 100% employer match about $214,573 at 4% or $143,049 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-19$14,517,974$326,151$17,166iApproximate average salary by contribution assumption: employee only about $429,146 at 4% or $286,097 at 6%; with 50% employer match about $286,097 at 4% or $190,732 at 6%; with 100% employer match about $214,573 at 4% or $143,049 at 6%.
2005118$12,518,368$336,056$18,670iApproximate average salary by contribution assumption: employee only about $466,744 at 4% or $311,163 at 6%; with 50% employer match about $311,163 at 4% or $207,442 at 6%; with 100% employer match about $233,372 at 4% or $155,581 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-18$12,518,368$336,056$18,670iApproximate average salary by contribution assumption: employee only about $466,744 at 4% or $311,163 at 6%; with 50% employer match about $311,163 at 4% or $207,442 at 6%; with 100% employer match about $233,372 at 4% or $155,581 at 6%.
2004219$11,239,053$329,464$17,340iApproximate average salary by contribution assumption: employee only about $433,505 at 4% or $289,004 at 6%; with 50% employer match about $289,004 at 4% or $192,669 at 6%; with 100% employer match about $216,753 at 4% or $144,502 at 6%.
Klein Zelman Rothermel Jacobs & Schess LLP 401(K) Profit Sharing Plan-19$11,239,053$329,464$17,340iApproximate average salary by contribution assumption: employee only about $433,505 at 4% or $289,004 at 6%; with 50% employer match about $289,004 at 4% or $192,669 at 6%; with 100% employer match about $216,753 at 4% or $144,502 at 6%.
Retirement Plan of Klein, Zelman, Rothermel & Dichter-0---
2003117$9,899,013$261,013$15,354iApproximate average salary by contribution assumption: employee only about $383,843 at 4% or $255,895 at 6%; with 50% employer match about $255,895 at 4% or $170,597 at 6%; with 100% employer match about $191,921 at 4% or $127,948 at 6%.
Retirement Plan of Klein, Zelman, Rothermel & Dichter-17$9,899,013$261,013$15,354iApproximate average salary by contribution assumption: employee only about $383,843 at 4% or $255,895 at 6%; with 50% employer match about $255,895 at 4% or $170,597 at 6%; with 100% employer match about $191,921 at 4% or $127,948 at 6%.
2002118$7,959,124$262,979$14,610iApproximate average salary by contribution assumption: employee only about $365,249 at 4% or $243,499 at 6%; with 50% employer match about $243,499 at 4% or $162,333 at 6%; with 100% employer match about $182,624 at 4% or $121,750 at 6%.
Retirement Plan of Klein, Zelman, Rothermel & Dichter-18$7,959,124$262,979$14,610iApproximate average salary by contribution assumption: employee only about $365,249 at 4% or $243,499 at 6%; with 50% employer match about $243,499 at 4% or $162,333 at 6%; with 100% employer match about $182,624 at 4% or $121,750 at 6%.
2001115$0$0-
Retirement Plan of Klein, Zelman, Rothermel & Dichter-15---
2000118$10,499,442$208,903$11,606iApproximate average salary by contribution assumption: employee only about $290,143 at 4% or $193,429 at 6%; with 50% employer match about $193,429 at 4% or $128,952 at 6%; with 100% employer match about $145,072 at 4% or $96,714 at 6%.
Retirement Plan of Klein, Zelman, Rothermel & Dichter-18$10,499,442$208,903$11,606iApproximate average salary by contribution assumption: employee only about $290,143 at 4% or $193,429 at 6%; with 50% employer match about $193,429 at 4% or $128,952 at 6%; with 100% employer match about $145,072 at 4% or $96,714 at 6%.
1999113$9,921,308$178,984$13,768iApproximate average salary by contribution assumption: employee only about $344,200 at 4% or $229,467 at 6%; with 50% employer match about $229,467 at 4% or $152,978 at 6%; with 100% employer match about $172,100 at 4% or $114,733 at 6%.
Retirement Plan of Klein, Zelman, Rothermel & Dichter-13$9,921,308$178,984$13,768iApproximate average salary by contribution assumption: employee only about $344,200 at 4% or $229,467 at 6%; with 50% employer match about $229,467 at 4% or $152,978 at 6%; with 100% employer match about $172,100 at 4% or $114,733 at 6%.