Klein & Klein PC
Plan context: Klein & Klein PC 401K Profit Sharing Plan & Trust
EIN 13-3094790 • Glen Cove, NY • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$445,451
2024 Contributions
$28,200
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $445,451 | $0 | - |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 4 | $445,451 | - | - |
| 2023 | 1 | 7 | $4,515,092 | $0 | - |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 7 | $4,515,092 | - | - |
| 2022 | 1 | 7 | $3,578,072 | $28,200 | $4,029iApproximate average salary by contribution assumption: employee only about $100,714 at 4% or $67,143 at 6%; with 50% employer match about $67,143 at 4% or $44,762 at 6%; with 100% employer match about $50,357 at 4% or $33,571 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 7 | $3,578,072 | $28,200 | $4,029iApproximate average salary by contribution assumption: employee only about $100,714 at 4% or $67,143 at 6%; with 50% employer match about $67,143 at 4% or $44,762 at 6%; with 100% employer match about $50,357 at 4% or $33,571 at 6%. |
| 2021 | 1 | 7 | $4,895,592 | $1,673 | $239iApproximate average salary by contribution assumption: employee only about $5,975 at 4% or $3,983 at 6%; with 50% employer match about $3,983 at 4% or $2,656 at 6%; with 100% employer match about $2,988 at 4% or $1,992 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 7 | $4,895,592 | $1,673 | $239iApproximate average salary by contribution assumption: employee only about $5,975 at 4% or $3,983 at 6%; with 50% employer match about $3,983 at 4% or $2,656 at 6%; with 100% employer match about $2,988 at 4% or $1,992 at 6%. |
| 2020 | 1 | 8 | $4,350,367 | $90,135 | $11,267iApproximate average salary by contribution assumption: employee only about $281,672 at 4% or $187,781 at 6%; with 50% employer match about $187,781 at 4% or $125,188 at 6%; with 100% employer match about $140,836 at 4% or $93,891 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 8 | $4,350,367 | $90,135 | $11,267iApproximate average salary by contribution assumption: employee only about $281,672 at 4% or $187,781 at 6%; with 50% employer match about $187,781 at 4% or $125,188 at 6%; with 100% employer match about $140,836 at 4% or $93,891 at 6%. |
| 2019 | 1 | 7 | $3,077,118 | $91,439 | $13,063iApproximate average salary by contribution assumption: employee only about $326,568 at 4% or $217,712 at 6%; with 50% employer match about $217,712 at 4% or $145,141 at 6%; with 100% employer match about $163,284 at 4% or $108,856 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 7 | $3,077,118 | $91,439 | $13,063iApproximate average salary by contribution assumption: employee only about $326,568 at 4% or $217,712 at 6%; with 50% employer match about $217,712 at 4% or $145,141 at 6%; with 100% employer match about $163,284 at 4% or $108,856 at 6%. |
| 2018 | 1 | 6 | $2,284,443 | $89,223 | $14,871iApproximate average salary by contribution assumption: employee only about $371,763 at 4% or $247,842 at 6%; with 50% employer match about $247,842 at 4% or $165,228 at 6%; with 100% employer match about $185,881 at 4% or $123,921 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $2,284,443 | $89,223 | $14,871iApproximate average salary by contribution assumption: employee only about $371,763 at 4% or $247,842 at 6%; with 50% employer match about $247,842 at 4% or $165,228 at 6%; with 100% employer match about $185,881 at 4% or $123,921 at 6%. |
| 2017 | 1 | 6 | $2,208,404 | $94,694 | $15,782iApproximate average salary by contribution assumption: employee only about $394,558 at 4% or $263,039 at 6%; with 50% employer match about $263,039 at 4% or $175,359 at 6%; with 100% employer match about $197,279 at 4% or $131,519 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $2,208,404 | $94,694 | $15,782iApproximate average salary by contribution assumption: employee only about $394,558 at 4% or $263,039 at 6%; with 50% employer match about $263,039 at 4% or $175,359 at 6%; with 100% employer match about $197,279 at 4% or $131,519 at 6%. |
| 2016 | 1 | 6 | $1,743,880 | $95,026 | $15,838iApproximate average salary by contribution assumption: employee only about $395,942 at 4% or $263,961 at 6%; with 50% employer match about $263,961 at 4% or $175,974 at 6%; with 100% employer match about $197,971 at 4% or $131,981 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $1,743,880 | $95,026 | $15,838iApproximate average salary by contribution assumption: employee only about $395,942 at 4% or $263,961 at 6%; with 50% employer match about $263,961 at 4% or $175,974 at 6%; with 100% employer match about $197,971 at 4% or $131,981 at 6%. |
| 2015 | 1 | 6 | $1,518,802 | $101,254 | $16,876iApproximate average salary by contribution assumption: employee only about $421,892 at 4% or $281,261 at 6%; with 50% employer match about $281,261 at 4% or $187,507 at 6%; with 100% employer match about $210,946 at 4% or $140,631 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $1,518,802 | $101,254 | $16,876iApproximate average salary by contribution assumption: employee only about $421,892 at 4% or $281,261 at 6%; with 50% employer match about $281,261 at 4% or $187,507 at 6%; with 100% employer match about $210,946 at 4% or $140,631 at 6%. |
| 2014 | 1 | 5 | $1,592,809 | $100,122 | $20,024iApproximate average salary by contribution assumption: employee only about $500,610 at 4% or $333,740 at 6%; with 50% employer match about $333,740 at 4% or $222,493 at 6%; with 100% employer match about $250,305 at 4% or $166,870 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $1,592,809 | $100,122 | $20,024iApproximate average salary by contribution assumption: employee only about $500,610 at 4% or $333,740 at 6%; with 50% employer match about $333,740 at 4% or $222,493 at 6%; with 100% employer match about $250,305 at 4% or $166,870 at 6%. |
| 2013 | 1 | 5 | $1,362,974 | $98,329 | $19,666iApproximate average salary by contribution assumption: employee only about $491,645 at 4% or $327,763 at 6%; with 50% employer match about $327,763 at 4% or $218,509 at 6%; with 100% employer match about $245,823 at 4% or $163,882 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $1,362,974 | $98,329 | $19,666iApproximate average salary by contribution assumption: employee only about $491,645 at 4% or $327,763 at 6%; with 50% employer match about $327,763 at 4% or $218,509 at 6%; with 100% employer match about $245,823 at 4% or $163,882 at 6%. |
| 2012 | 1 | 5 | $973,016 | $96,484 | $19,297iApproximate average salary by contribution assumption: employee only about $482,420 at 4% or $321,613 at 6%; with 50% employer match about $321,613 at 4% or $214,409 at 6%; with 100% employer match about $241,210 at 4% or $160,807 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $973,016 | $96,484 | $19,297iApproximate average salary by contribution assumption: employee only about $482,420 at 4% or $321,613 at 6%; with 50% employer match about $321,613 at 4% or $214,409 at 6%; with 100% employer match about $241,210 at 4% or $160,807 at 6%. |
| 2011 | 1 | 5 | $751,666 | $86,733 | $17,347iApproximate average salary by contribution assumption: employee only about $433,665 at 4% or $289,110 at 6%; with 50% employer match about $289,110 at 4% or $192,740 at 6%; with 100% employer match about $216,832 at 4% or $144,555 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $751,666 | $86,733 | $17,347iApproximate average salary by contribution assumption: employee only about $433,665 at 4% or $289,110 at 6%; with 50% employer match about $289,110 at 4% or $192,740 at 6%; with 100% employer match about $216,832 at 4% or $144,555 at 6%. |
| 2010 | 1 | 5 | $663,043 | $67,280 | $13,456iApproximate average salary by contribution assumption: employee only about $336,400 at 4% or $224,267 at 6%; with 50% employer match about $224,267 at 4% or $149,511 at 6%; with 100% employer match about $168,200 at 4% or $112,133 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $663,043 | $67,280 | $13,456iApproximate average salary by contribution assumption: employee only about $336,400 at 4% or $224,267 at 6%; with 50% employer match about $224,267 at 4% or $149,511 at 6%; with 100% employer match about $168,200 at 4% or $112,133 at 6%. |
| 2009 | 1 | 5 | $503,179 | $84,567 | $16,913iApproximate average salary by contribution assumption: employee only about $422,835 at 4% or $281,890 at 6%; with 50% employer match about $281,890 at 4% or $187,927 at 6%; with 100% employer match about $211,418 at 4% or $140,945 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $503,179 | $84,567 | $16,913iApproximate average salary by contribution assumption: employee only about $422,835 at 4% or $281,890 at 6%; with 50% employer match about $281,890 at 4% or $187,927 at 6%; with 100% employer match about $211,418 at 4% or $140,945 at 6%. |
| 2008 | 1 | 8 | $307,436 | $65,603 | $8,200iApproximate average salary by contribution assumption: employee only about $205,009 at 4% or $136,673 at 6%; with 50% employer match about $136,673 at 4% or $91,115 at 6%; with 100% employer match about $102,505 at 4% or $68,336 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 8 | $307,436 | $65,603 | $8,200iApproximate average salary by contribution assumption: employee only about $205,009 at 4% or $136,673 at 6%; with 50% employer match about $136,673 at 4% or $91,115 at 6%; with 100% employer match about $102,505 at 4% or $68,336 at 6%. |
| 2007 | 1 | 8 | $458,817 | $48,736 | $6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 8 | $458,817 | $48,736 | $6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%. |
| 2006 | 1 | 6 | $377,108 | $48,507 | $8,085iApproximate average salary by contribution assumption: employee only about $202,113 at 4% or $134,742 at 6%; with 50% employer match about $134,742 at 4% or $89,828 at 6%; with 100% employer match about $101,056 at 4% or $67,371 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $377,108 | $48,507 | $8,085iApproximate average salary by contribution assumption: employee only about $202,113 at 4% or $134,742 at 6%; with 50% employer match about $134,742 at 4% or $89,828 at 6%; with 100% employer match about $101,056 at 4% or $67,371 at 6%. |
| 2005 | 1 | 6 | $292,720 | $42,224 | $7,037iApproximate average salary by contribution assumption: employee only about $175,933 at 4% or $117,289 at 6%; with 50% employer match about $117,289 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,644 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $292,720 | $42,224 | $7,037iApproximate average salary by contribution assumption: employee only about $175,933 at 4% or $117,289 at 6%; with 50% employer match about $117,289 at 4% or $78,193 at 6%; with 100% employer match about $87,967 at 4% or $58,644 at 6%. |
| 2004 | 1 | 6 | $232,827 | $41,561 | $6,927iApproximate average salary by contribution assumption: employee only about $173,171 at 4% or $115,447 at 6%; with 50% employer match about $115,447 at 4% or $76,965 at 6%; with 100% employer match about $86,585 at 4% or $57,724 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $232,827 | $41,561 | $6,927iApproximate average salary by contribution assumption: employee only about $173,171 at 4% or $115,447 at 6%; with 50% employer match about $115,447 at 4% or $76,965 at 6%; with 100% employer match about $86,585 at 4% or $57,724 at 6%. |
| 2003 | 1 | 5 | $174,624 | $35,319 | $7,064iApproximate average salary by contribution assumption: employee only about $176,595 at 4% or $117,730 at 6%; with 50% employer match about $117,730 at 4% or $78,487 at 6%; with 100% employer match about $88,298 at 4% or $58,865 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | $174,624 | $35,319 | $7,064iApproximate average salary by contribution assumption: employee only about $176,595 at 4% or $117,730 at 6%; with 50% employer match about $117,730 at 4% or $78,487 at 6%; with 100% employer match about $88,298 at 4% or $58,865 at 6%. |
| 2002 | 1 | 6 | $113,701 | $25,727 | $4,288iApproximate average salary by contribution assumption: employee only about $107,196 at 4% or $71,464 at 6%; with 50% employer match about $71,464 at 4% or $47,643 at 6%; with 100% employer match about $53,598 at 4% or $35,732 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $113,701 | $25,727 | $4,288iApproximate average salary by contribution assumption: employee only about $107,196 at 4% or $71,464 at 6%; with 50% employer match about $71,464 at 4% or $47,643 at 6%; with 100% employer match about $53,598 at 4% or $35,732 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 1999 | 2 | 6 | $161,690 | $49,136 | $8,189iApproximate average salary by contribution assumption: employee only about $204,733 at 4% or $136,489 at 6%; with 50% employer match about $136,489 at 4% or $90,993 at 6%; with 100% employer match about $102,367 at 4% or $68,244 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $80,845 | $24,568 | $4,095iApproximate average salary by contribution assumption: employee only about $102,367 at 4% or $68,244 at 6%; with 50% employer match about $68,244 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%. |
| Klein & Klein PC 401K Profit Sharing Plan & Trust | - | 6 | $80,845 | $24,568 | $4,095iApproximate average salary by contribution assumption: employee only about $102,367 at 4% or $68,244 at 6%; with 50% employer match about $68,244 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%. |