Civic Intelligence

STEPHEN J. KLEIN, D.D.S.

Plan context: Stephen J. Klein, Dds Defined Contribution Plan

EIN 13-4031714 • Sands Point, NY • 17 filings • 3 plans

250 Harbor RoadSands Point, NY 11050
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$3,557,051

2020 Contributions

$132,737

Historical Graphs

Total Assets Over Time

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

$3,557,051$1,778,526$0200420132020YearValue
$3,557,051Latest year 2020

Participants Over Time

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

1260200420132020YearValue
7Latest year 2020

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
202017$3,557,051$0-
Stephen J. Klein, Dds Defined Contribution Plan-7$3,557,051--
201917$3,184,623$132,737$18,962iApproximate average salary by contribution assumption: employee only about $474,061 at 4% or $316,040 at 6%; with 50% employer match about $316,040 at 4% or $210,694 at 6%; with 100% employer match about $237,030 at 4% or $158,020 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-7$3,184,623$132,737$18,962iApproximate average salary by contribution assumption: employee only about $474,061 at 4% or $316,040 at 6%; with 50% employer match about $316,040 at 4% or $210,694 at 6%; with 100% employer match about $237,030 at 4% or $158,020 at 6%.
201818$2,587,239$128,834$16,104iApproximate average salary by contribution assumption: employee only about $402,606 at 4% or $268,404 at 6%; with 50% employer match about $268,404 at 4% or $178,936 at 6%; with 100% employer match about $201,303 at 4% or $134,202 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-8$2,587,239$128,834$16,104iApproximate average salary by contribution assumption: employee only about $402,606 at 4% or $268,404 at 6%; with 50% employer match about $268,404 at 4% or $178,936 at 6%; with 100% employer match about $201,303 at 4% or $134,202 at 6%.
201717$2,551,360$125,832$17,976iApproximate average salary by contribution assumption: employee only about $449,400 at 4% or $299,600 at 6%; with 50% employer match about $299,600 at 4% or $199,733 at 6%; with 100% employer match about $224,700 at 4% or $149,800 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-7$2,551,360$125,832$17,976iApproximate average salary by contribution assumption: employee only about $449,400 at 4% or $299,600 at 6%; with 50% employer match about $299,600 at 4% or $199,733 at 6%; with 100% employer match about $224,700 at 4% or $149,800 at 6%.
201617$2,181,336$121,969$17,424iApproximate average salary by contribution assumption: employee only about $435,604 at 4% or $290,402 at 6%; with 50% employer match about $290,402 at 4% or $193,602 at 6%; with 100% employer match about $217,802 at 4% or $145,201 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-7$2,181,336$121,969$17,424iApproximate average salary by contribution assumption: employee only about $435,604 at 4% or $290,402 at 6%; with 50% employer match about $290,402 at 4% or $193,602 at 6%; with 100% employer match about $217,802 at 4% or $145,201 at 6%.
201517$1,899,733$122,577$17,511iApproximate average salary by contribution assumption: employee only about $437,775 at 4% or $291,850 at 6%; with 50% employer match about $291,850 at 4% or $194,567 at 6%; with 100% employer match about $218,888 at 4% or $145,925 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-7$1,899,733$122,577$17,511iApproximate average salary by contribution assumption: employee only about $437,775 at 4% or $291,850 at 6%; with 50% employer match about $291,850 at 4% or $194,567 at 6%; with 100% employer match about $218,888 at 4% or $145,925 at 6%.
201416$1,809,354$121,884$20,314iApproximate average salary by contribution assumption: employee only about $507,850 at 4% or $338,567 at 6%; with 50% employer match about $338,567 at 4% or $225,711 at 6%; with 100% employer match about $253,925 at 4% or $169,283 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-6$1,809,354$121,884$20,314iApproximate average salary by contribution assumption: employee only about $507,850 at 4% or $338,567 at 6%; with 50% employer match about $338,567 at 4% or $225,711 at 6%; with 100% employer match about $253,925 at 4% or $169,283 at 6%.
201316$1,561,644$123,689$20,615iApproximate average salary by contribution assumption: employee only about $515,371 at 4% or $343,581 at 6%; with 50% employer match about $343,581 at 4% or $229,054 at 6%; with 100% employer match about $257,685 at 4% or $171,790 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-6$1,561,644$123,689$20,615iApproximate average salary by contribution assumption: employee only about $515,371 at 4% or $343,581 at 6%; with 50% employer match about $343,581 at 4% or $229,054 at 6%; with 100% employer match about $257,685 at 4% or $171,790 at 6%.
2012110$1,369,870$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-10$1,369,870$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2011110$1,163,658$114,410$11,441iApproximate average salary by contribution assumption: employee only about $286,025 at 4% or $190,683 at 6%; with 50% employer match about $190,683 at 4% or $127,122 at 6%; with 100% employer match about $143,013 at 4% or $95,342 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-10$1,163,658$114,410$11,441iApproximate average salary by contribution assumption: employee only about $286,025 at 4% or $190,683 at 6%; with 50% employer match about $190,683 at 4% or $127,122 at 6%; with 100% employer match about $143,013 at 4% or $95,342 at 6%.
201019$1,123,665$113,158$12,573iApproximate average salary by contribution assumption: employee only about $314,328 at 4% or $209,552 at 6%; with 50% employer match about $209,552 at 4% or $139,701 at 6%; with 100% employer match about $157,164 at 4% or $104,776 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-9$1,123,665$113,158$12,573iApproximate average salary by contribution assumption: employee only about $314,328 at 4% or $209,552 at 6%; with 50% employer match about $209,552 at 4% or $139,701 at 6%; with 100% employer match about $157,164 at 4% or $104,776 at 6%.
2009112$931,175$119,661$9,972iApproximate average salary by contribution assumption: employee only about $249,294 at 4% or $166,196 at 6%; with 50% employer match about $166,196 at 4% or $110,797 at 6%; with 100% employer match about $124,647 at 4% or $83,098 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-12$931,175$119,661$9,972iApproximate average salary by contribution assumption: employee only about $249,294 at 4% or $166,196 at 6%; with 50% employer match about $166,196 at 4% or $110,797 at 6%; with 100% employer match about $124,647 at 4% or $83,098 at 6%.
200714$0$0-
Stephen J. Klein, Dds Defined Contribution Plan-4---
200613$650,644$93,615$31,205iApproximate average salary by contribution assumption: employee only about $780,125 at 4% or $520,083 at 6%; with 50% employer match about $520,083 at 4% or $346,722 at 6%; with 100% employer match about $390,063 at 4% or $260,042 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-3$650,644$93,615$31,205iApproximate average salary by contribution assumption: employee only about $780,125 at 4% or $520,083 at 6%; with 50% employer match about $520,083 at 4% or $346,722 at 6%; with 100% employer match about $390,063 at 4% or $260,042 at 6%.
200523$1,029,702$178,042$59,347iApproximate average salary by contribution assumption: employee only about $1,483,683 at 4% or $989,122 at 6%; with 50% employer match about $989,122 at 4% or $659,415 at 6%; with 100% employer match about $741,842 at 4% or $494,561 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-3$514,851$89,021$29,674iApproximate average salary by contribution assumption: employee only about $741,842 at 4% or $494,561 at 6%; with 50% employer match about $494,561 at 4% or $329,707 at 6%; with 100% employer match about $370,921 at 4% or $247,281 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-3$514,851$89,021$29,674iApproximate average salary by contribution assumption: employee only about $741,842 at 4% or $494,561 at 6%; with 50% employer match about $494,561 at 4% or $329,707 at 6%; with 100% employer match about $370,921 at 4% or $247,281 at 6%.
200414$401,252$88,058$22,015iApproximate average salary by contribution assumption: employee only about $550,363 at 4% or $366,908 at 6%; with 50% employer match about $366,908 at 4% or $244,606 at 6%; with 100% employer match about $275,181 at 4% or $183,454 at 6%.
Stephen J. Klein, Dds Defined Contribution Plan-4$401,252$88,058$22,015iApproximate average salary by contribution assumption: employee only about $550,363 at 4% or $366,908 at 6%; with 50% employer match about $366,908 at 4% or $244,606 at 6%; with 100% employer match about $275,181 at 4% or $183,454 at 6%.