Civic Intelligence

Steven S Klein MD PC

Plan context: The Steven S Klein MD PC Profit Sharing Plan & Trust

EIN 13-3319201 • New Rochelle, NY • 26 filings • 6 plans

175 Memorial Highway Suite Ll2New Rochelle, NY 10801
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$3,252,586

2021 Contributions

$43,876

Historical Graphs

Total Assets Over Time

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

$3,252,586$1,626,293$0199920112020YearValue
$3,252,586Latest year 2020

Participants Over Time

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

420199920102021YearValue
3Latest 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
202113-$17,803$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-3-$17,803--
202010$3,252,586$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-0$3,252,586--
201914$3,068,187$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-4$3,068,187--
201810$2,541,296$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-0$2,541,296--
201714$2,768,741$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-4$2,768,741--
201614$2,494,104$43,876$10,969iApproximate average salary by contribution assumption: employee only about $274,225 at 4% or $182,817 at 6%; with 50% employer match about $182,817 at 4% or $121,878 at 6%; with 100% employer match about $137,113 at 4% or $91,408 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-4$2,494,104$43,876$10,969iApproximate average salary by contribution assumption: employee only about $274,225 at 4% or $182,817 at 6%; with 50% employer match about $182,817 at 4% or $121,878 at 6%; with 100% employer match about $137,113 at 4% or $91,408 at 6%.
201514$2,301,182$49,639$12,410iApproximate average salary by contribution assumption: employee only about $310,244 at 4% or $206,829 at 6%; with 50% employer match about $206,829 at 4% or $137,886 at 6%; with 100% employer match about $155,122 at 4% or $103,415 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-4$2,301,182$49,639$12,410iApproximate average salary by contribution assumption: employee only about $310,244 at 4% or $206,829 at 6%; with 50% employer match about $206,829 at 4% or $137,886 at 6%; with 100% employer match about $155,122 at 4% or $103,415 at 6%.
201414$2,497,442$66,538$16,635iApproximate average salary by contribution assumption: employee only about $415,863 at 4% or $277,242 at 6%; with 50% employer match about $277,242 at 4% or $184,828 at 6%; with 100% employer match about $207,931 at 4% or $138,621 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-4$2,497,442$66,538$16,635iApproximate average salary by contribution assumption: employee only about $415,863 at 4% or $277,242 at 6%; with 50% employer match about $277,242 at 4% or $184,828 at 6%; with 100% employer match about $207,931 at 4% or $138,621 at 6%.
201313$2,559,003$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$2,559,003$0-
201213$2,151,434$64,624$21,541iApproximate average salary by contribution assumption: employee only about $538,533 at 4% or $359,022 at 6%; with 50% employer match about $359,022 at 4% or $239,348 at 6%; with 100% employer match about $269,267 at 4% or $179,511 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$2,151,434$64,624$21,541iApproximate average salary by contribution assumption: employee only about $538,533 at 4% or $359,022 at 6%; with 50% employer match about $359,022 at 4% or $239,348 at 6%; with 100% employer match about $269,267 at 4% or $179,511 at 6%.
201113$1,782,227$63,577$21,192iApproximate average salary by contribution assumption: employee only about $529,808 at 4% or $353,206 at 6%; with 50% employer match about $353,206 at 4% or $235,470 at 6%; with 100% employer match about $264,904 at 4% or $176,603 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$1,782,227$63,577$21,192iApproximate average salary by contribution assumption: employee only about $529,808 at 4% or $353,206 at 6%; with 50% employer match about $353,206 at 4% or $235,470 at 6%; with 100% employer match about $264,904 at 4% or $176,603 at 6%.
201013$1,864,258$69,443$23,148iApproximate average salary by contribution assumption: employee only about $578,692 at 4% or $385,794 at 6%; with 50% employer match about $385,794 at 4% or $257,196 at 6%; with 100% employer match about $289,346 at 4% or $192,897 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$1,864,258$69,443$23,148iApproximate average salary by contribution assumption: employee only about $578,692 at 4% or $385,794 at 6%; with 50% employer match about $385,794 at 4% or $257,196 at 6%; with 100% employer match about $289,346 at 4% or $192,897 at 6%.
200812$0$48,692$24,346iApproximate average salary by contribution assumption: employee only about $608,650 at 4% or $405,767 at 6%; with 50% employer match about $405,767 at 4% or $270,511 at 6%; with 100% employer match about $304,325 at 4% or $202,883 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-2-$48,692$24,346iApproximate average salary by contribution assumption: employee only about $608,650 at 4% or $405,767 at 6%; with 50% employer match about $405,767 at 4% or $270,511 at 6%; with 100% employer match about $304,325 at 4% or $202,883 at 6%.
200713$0$0-
The Steven S Klein MD PC Profit Sharing Plan & Trust-3---
200613$1,355,007$52,412$17,471iApproximate average salary by contribution assumption: employee only about $436,767 at 4% or $291,178 at 6%; with 50% employer match about $291,178 at 4% or $194,119 at 6%; with 100% employer match about $218,383 at 4% or $145,589 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$1,355,007$52,412$17,471iApproximate average salary by contribution assumption: employee only about $436,767 at 4% or $291,178 at 6%; with 50% employer match about $291,178 at 4% or $194,119 at 6%; with 100% employer match about $218,383 at 4% or $145,589 at 6%.
200513$1,158,426$48,627$16,209iApproximate average salary by contribution assumption: employee only about $405,225 at 4% or $270,150 at 6%; with 50% employer match about $270,150 at 4% or $180,100 at 6%; with 100% employer match about $202,613 at 4% or $135,075 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$1,158,426$48,627$16,209iApproximate average salary by contribution assumption: employee only about $405,225 at 4% or $270,150 at 6%; with 50% employer match about $270,150 at 4% or $180,100 at 6%; with 100% employer match about $202,613 at 4% or $135,075 at 6%.
200413$1,095,286$50,609$16,870iApproximate average salary by contribution assumption: employee only about $421,742 at 4% or $281,161 at 6%; with 50% employer match about $281,161 at 4% or $187,441 at 6%; with 100% employer match about $210,871 at 4% or $140,581 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$1,095,286$50,609$16,870iApproximate average salary by contribution assumption: employee only about $421,742 at 4% or $281,161 at 6%; with 50% employer match about $281,161 at 4% or $187,441 at 6%; with 100% employer match about $210,871 at 4% or $140,581 at 6%.
200313$958,407$51,239$17,080iApproximate average salary by contribution assumption: employee only about $426,992 at 4% or $284,661 at 6%; with 50% employer match about $284,661 at 4% or $189,774 at 6%; with 100% employer match about $213,496 at 4% or $142,331 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$958,407$51,239$17,080iApproximate average salary by contribution assumption: employee only about $426,992 at 4% or $284,661 at 6%; with 50% employer match about $284,661 at 4% or $189,774 at 6%; with 100% employer match about $213,496 at 4% or $142,331 at 6%.
200223$782,983$47,797$15,932iApproximate average salary by contribution assumption: employee only about $398,308 at 4% or $265,539 at 6%; with 50% employer match about $265,539 at 4% or $177,026 at 6%; with 100% employer match about $199,154 at 4% or $132,769 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$782,983$47,797$15,932iApproximate average salary by contribution assumption: employee only about $398,308 at 4% or $265,539 at 6%; with 50% employer match about $265,539 at 4% or $177,026 at 6%; with 100% employer match about $199,154 at 4% or $132,769 at 6%.
The Steven S Klein MD PC Retirement Trust-3---
200123$866,606$43,114$14,371iApproximate average salary by contribution assumption: employee only about $359,283 at 4% or $239,522 at 6%; with 50% employer match about $239,522 at 4% or $159,681 at 6%; with 100% employer match about $179,642 at 4% or $119,761 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$815,303$32,307$10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%.
The Steven S Klein MD PC Retirement Trust-3$51,303$10,807$3,602iApproximate average salary by contribution assumption: employee only about $90,058 at 4% or $60,039 at 6%; with 50% employer match about $60,039 at 4% or $40,026 at 6%; with 100% employer match about $45,029 at 4% or $30,019 at 6%.
200023$839,015$25,803$8,601iApproximate average salary by contribution assumption: employee only about $215,025 at 4% or $143,350 at 6%; with 50% employer match about $143,350 at 4% or $95,567 at 6%; with 100% employer match about $107,513 at 4% or $71,675 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-3$839,015$25,803$8,601iApproximate average salary by contribution assumption: employee only about $215,025 at 4% or $143,350 at 6%; with 50% employer match about $143,350 at 4% or $95,567 at 6%; with 100% employer match about $107,513 at 4% or $71,675 at 6%.
The Steven S Klein MD PC Retirement Trust-3---
199921$1,327,878$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
The Steven S Klein MD PC Profit Sharing Plan & Trust-1$1,249,268$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
The Steven S Klein MD PC Retirement Trust-1$78,610$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.