Civic Intelligence

Klestadt Winters Jureller Southard & Stevens LLP

Plan context: Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan

EIN 13-4142915 • New York, NY • 12 filings • 2 plans

200 W 41st St, 17th FloorNew York, NY 10036-7203
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$10,270,354

2025 Contributions

$588,279

Historical Graphs

Total Assets Over Time

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

$10,270,354$5,135,177$0201420202025YearValue
$10,270,354Latest year 2025

Participants Over Time

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

1680201420202025YearValue
14Latest year 2025

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
2025114$10,270,354$588,279$42,020iApproximate average salary by contribution assumption: employee only about $1,050,498 at 4% or $700,332 at 6%; with 50% employer match about $700,332 at 4% or $466,888 at 6%; with 100% employer match about $525,249 at 4% or $350,166 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-14$10,270,354$588,279$42,020iApproximate average salary by contribution assumption: employee only about $1,050,498 at 4% or $700,332 at 6%; with 50% employer match about $700,332 at 4% or $466,888 at 6%; with 100% employer match about $525,249 at 4% or $350,166 at 6%.
2024114$8,412,120$570,462$40,747iApproximate average salary by contribution assumption: employee only about $1,018,682 at 4% or $679,121 at 6%; with 50% employer match about $679,121 at 4% or $452,748 at 6%; with 100% employer match about $509,341 at 4% or $339,561 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-14$8,412,120$570,462$40,747iApproximate average salary by contribution assumption: employee only about $1,018,682 at 4% or $679,121 at 6%; with 50% employer match about $679,121 at 4% or $452,748 at 6%; with 100% employer match about $509,341 at 4% or $339,561 at 6%.
2023113$6,898,231$542,174$41,706iApproximate average salary by contribution assumption: employee only about $1,042,642 at 4% or $695,095 at 6%; with 50% employer match about $695,095 at 4% or $463,397 at 6%; with 100% employer match about $521,321 at 4% or $347,547 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-13$6,898,231$542,174$41,706iApproximate average salary by contribution assumption: employee only about $1,042,642 at 4% or $695,095 at 6%; with 50% employer match about $695,095 at 4% or $463,397 at 6%; with 100% employer match about $521,321 at 4% or $347,547 at 6%.
2022113$5,391,835$502,702$38,669iApproximate average salary by contribution assumption: employee only about $966,735 at 4% or $644,490 at 6%; with 50% employer match about $644,490 at 4% or $429,660 at 6%; with 100% employer match about $483,367 at 4% or $322,245 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-13$5,391,835$502,702$38,669iApproximate average salary by contribution assumption: employee only about $966,735 at 4% or $644,490 at 6%; with 50% employer match about $644,490 at 4% or $429,660 at 6%; with 100% employer match about $483,367 at 4% or $322,245 at 6%.
2021113$5,933,415$453,873$34,913iApproximate average salary by contribution assumption: employee only about $872,833 at 4% or $581,888 at 6%; with 50% employer match about $581,888 at 4% or $387,926 at 6%; with 100% employer match about $436,416 at 4% or $290,944 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-13$5,933,415$453,873$34,913iApproximate average salary by contribution assumption: employee only about $872,833 at 4% or $581,888 at 6%; with 50% employer match about $581,888 at 4% or $387,926 at 6%; with 100% employer match about $436,416 at 4% or $290,944 at 6%.
2020114$4,791,143$425,081$30,363iApproximate average salary by contribution assumption: employee only about $759,073 at 4% or $506,049 at 6%; with 50% employer match about $506,049 at 4% or $337,366 at 6%; with 100% employer match about $379,537 at 4% or $253,024 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-14$4,791,143$425,081$30,363iApproximate average salary by contribution assumption: employee only about $759,073 at 4% or $506,049 at 6%; with 50% employer match about $506,049 at 4% or $337,366 at 6%; with 100% employer match about $379,537 at 4% or $253,024 at 6%.
2019113$4,104,829$456,337$35,103iApproximate average salary by contribution assumption: employee only about $877,571 at 4% or $585,047 at 6%; with 50% employer match about $585,047 at 4% or $390,032 at 6%; with 100% employer match about $438,786 at 4% or $292,524 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-13$4,104,829$456,337$35,103iApproximate average salary by contribution assumption: employee only about $877,571 at 4% or $585,047 at 6%; with 50% employer match about $585,047 at 4% or $390,032 at 6%; with 100% employer match about $438,786 at 4% or $292,524 at 6%.
2018115$3,196,705$454,055$30,270iApproximate average salary by contribution assumption: employee only about $756,758 at 4% or $504,506 at 6%; with 50% employer match about $504,506 at 4% or $336,337 at 6%; with 100% employer match about $378,379 at 4% or $252,253 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-15$3,196,705$454,055$30,270iApproximate average salary by contribution assumption: employee only about $756,758 at 4% or $504,506 at 6%; with 50% employer match about $504,506 at 4% or $336,337 at 6%; with 100% employer match about $378,379 at 4% or $252,253 at 6%.
2017116$3,218,453$565,287$35,330iApproximate average salary by contribution assumption: employee only about $883,261 at 4% or $588,841 at 6%; with 50% employer match about $588,841 at 4% or $392,560 at 6%; with 100% employer match about $441,630 at 4% or $294,420 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-16$3,218,453$565,287$35,330iApproximate average salary by contribution assumption: employee only about $883,261 at 4% or $588,841 at 6%; with 50% employer match about $588,841 at 4% or $392,560 at 6%; with 100% employer match about $441,630 at 4% or $294,420 at 6%.
2016114$2,272,627$405,663$28,976iApproximate average salary by contribution assumption: employee only about $724,398 at 4% or $482,932 at 6%; with 50% employer match about $482,932 at 4% or $321,955 at 6%; with 100% employer match about $362,199 at 4% or $241,466 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-14$2,272,627$405,663$28,976iApproximate average salary by contribution assumption: employee only about $724,398 at 4% or $482,932 at 6%; with 50% employer match about $482,932 at 4% or $321,955 at 6%; with 100% employer match about $362,199 at 4% or $241,466 at 6%.
2015113$1,772,188$423,325$32,563iApproximate average salary by contribution assumption: employee only about $814,087 at 4% or $542,724 at 6%; with 50% employer match about $542,724 at 4% or $361,816 at 6%; with 100% employer match about $407,043 at 4% or $271,362 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-13$1,772,188$423,325$32,563iApproximate average salary by contribution assumption: employee only about $814,087 at 4% or $542,724 at 6%; with 50% employer match about $542,724 at 4% or $361,816 at 6%; with 100% employer match about $407,043 at 4% or $271,362 at 6%.
2014112$1,382,010$1,377,472$114,789iApproximate average salary by contribution assumption: employee only about $2,869,733 at 4% or $1,913,156 at 6%; with 50% employer match about $1,913,156 at 4% or $1,275,437 at 6%; with 100% employer match about $1,434,867 at 4% or $956,578 at 6%.
Klestadt Winters Jureller Southard & Stevens LLP 401(K) Plan-12$1,382,010$1,377,472$114,789iApproximate average salary by contribution assumption: employee only about $2,869,733 at 4% or $1,913,156 at 6%; with 50% employer match about $1,913,156 at 4% or $1,275,437 at 6%; with 100% employer match about $1,434,867 at 4% or $956,578 at 6%.