Civic Intelligence

Daniel G Klein Dds

Plan context: Daniel G Klein Dds Profit Sharing Plan and Trust

EIN 16-1359003 • Victor, NY • 38 filings • 9 plans

1600 Moseley RoadSuite 400Victor, NY 14564
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,416,840

2022 Contributions

$10,098

Historical Graphs

Total Assets Over Time

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

$3,677,434$1,838,717$0199920112022YearValue
$1,416,840Latest year 2022

Participants Over Time

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

420199920112022YearValue
3Latest year 2022

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
202223$1,416,840$0-
Daniel G Klein Dds Profit Sharing Plan and Trust-3$1,416,840--
Daniel G Klein Dds Profit Sharing Plan and Trust-0$0--
202113$1,614,600$10,098$3,366iApproximate average salary by contribution assumption: employee only about $84,150 at 4% or $56,100 at 6%; with 50% employer match about $56,100 at 4% or $37,400 at 6%; with 100% employer match about $42,075 at 4% or $28,050 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$1,614,600$10,098$3,366iApproximate average salary by contribution assumption: employee only about $84,150 at 4% or $56,100 at 6%; with 50% employer match about $56,100 at 4% or $37,400 at 6%; with 100% employer match about $42,075 at 4% or $28,050 at 6%.
202024$1,469,191$7,994$1,999iApproximate average salary by contribution assumption: employee only about $49,963 at 4% or $33,308 at 6%; with 50% employer match about $33,308 at 4% or $22,206 at 6%; with 100% employer match about $24,981 at 4% or $16,654 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$1,469,191$7,994$1,999iApproximate average salary by contribution assumption: employee only about $49,963 at 4% or $33,308 at 6%; with 50% employer match about $33,308 at 4% or $22,206 at 6%; with 100% employer match about $24,981 at 4% or $16,654 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-0$0$0-
201924$3,677,434$35,504$8,876iApproximate average salary by contribution assumption: employee only about $221,900 at 4% or $147,933 at 6%; with 50% employer match about $147,933 at 4% or $98,622 at 6%; with 100% employer match about $110,950 at 4% or $73,967 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$2,371,517$0-
Daniel G Klein Dds Profit Sharing Plan and Trust-4$1,305,917$35,504$8,876iApproximate average salary by contribution assumption: employee only about $221,900 at 4% or $147,933 at 6%; with 50% employer match about $147,933 at 4% or $98,622 at 6%; with 100% employer match about $110,950 at 4% or $73,967 at 6%.
201823$3,095,585$137,299$45,766iApproximate average salary by contribution assumption: employee only about $1,144,158 at 4% or $762,772 at 6%; with 50% employer match about $762,772 at 4% or $508,515 at 6%; with 100% employer match about $572,079 at 4% or $381,386 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$1,999,554$132,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$1,096,031$5,299$1,766iApproximate average salary by contribution assumption: employee only about $44,158 at 4% or $29,439 at 6%; with 50% employer match about $29,439 at 4% or $19,626 at 6%; with 100% employer match about $22,079 at 4% or $14,719 at 6%.
201723$3,214,523$153,401$51,134iApproximate average salary by contribution assumption: employee only about $1,278,342 at 4% or $852,228 at 6%; with 50% employer match about $852,228 at 4% or $568,152 at 6%; with 100% employer match about $639,171 at 4% or $426,114 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$1,998,871$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$1,215,652$38,401$12,800iApproximate average salary by contribution assumption: employee only about $320,008 at 4% or $213,339 at 6%; with 50% employer match about $213,339 at 4% or $142,226 at 6%; with 100% employer match about $160,004 at 4% or $106,669 at 6%.
201624$2,978,581$220,226$55,057iApproximate average salary by contribution assumption: employee only about $1,376,413 at 4% or $917,608 at 6%; with 50% employer match about $917,608 at 4% or $611,739 at 6%; with 100% employer match about $688,206 at 4% or $458,804 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$1,855,857$182,000$60,667iApproximate average salary by contribution assumption: employee only about $1,516,667 at 4% or $1,011,111 at 6%; with 50% employer match about $1,011,111 at 4% or $674,074 at 6%; with 100% employer match about $758,333 at 4% or $505,556 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$1,122,724$38,226$9,557iApproximate average salary by contribution assumption: employee only about $238,913 at 4% or $159,275 at 6%; with 50% employer match about $159,275 at 4% or $106,183 at 6%; with 100% employer match about $119,456 at 4% or $79,638 at 6%.
201524$2,564,725$218,666$54,667iApproximate average salary by contribution assumption: employee only about $1,366,663 at 4% or $911,108 at 6%; with 50% employer match about $911,108 at 4% or $607,406 at 6%; with 100% employer match about $683,331 at 4% or $455,554 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$1,545,563$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$1,019,162$38,666$9,667iApproximate average salary by contribution assumption: employee only about $241,663 at 4% or $161,108 at 6%; with 50% employer match about $161,108 at 4% or $107,406 at 6%; with 100% employer match about $120,831 at 4% or $80,554 at 6%.
201424$2,397,400$191,226$47,807iApproximate average salary by contribution assumption: employee only about $1,195,163 at 4% or $796,775 at 6%; with 50% employer match about $796,775 at 4% or $531,183 at 6%; with 100% employer match about $597,581 at 4% or $398,388 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$1,391,666$151,356$50,452iApproximate average salary by contribution assumption: employee only about $1,261,300 at 4% or $840,867 at 6%; with 50% employer match about $840,867 at 4% or $560,578 at 6%; with 100% employer match about $630,650 at 4% or $420,433 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$1,005,734$39,870$9,968iApproximate average salary by contribution assumption: employee only about $249,188 at 4% or $166,125 at 6%; with 50% employer match about $166,125 at 4% or $110,750 at 6%; with 100% employer match about $124,594 at 4% or $83,063 at 6%.
201323$2,063,876$195,865$65,288iApproximate average salary by contribution assumption: employee only about $1,632,208 at 4% or $1,088,139 at 6%; with 50% employer match about $1,088,139 at 4% or $725,426 at 6%; with 100% employer match about $816,104 at 4% or $544,069 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-2$1,157,589$158,496$79,248iApproximate average salary by contribution assumption: employee only about $1,981,200 at 4% or $1,320,800 at 6%; with 50% employer match about $1,320,800 at 4% or $880,533 at 6%; with 100% employer match about $990,600 at 4% or $660,400 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$906,287$37,369$12,456iApproximate average salary by contribution assumption: employee only about $311,408 at 4% or $207,606 at 6%; with 50% employer match about $207,606 at 4% or $138,404 at 6%; with 100% employer match about $155,704 at 4% or $103,803 at 6%.
201223$1,828,645$284,085$94,695iApproximate average salary by contribution assumption: employee only about $2,367,375 at 4% or $1,578,250 at 6%; with 50% employer match about $1,578,250 at 4% or $1,052,167 at 6%; with 100% employer match about $1,183,688 at 4% or $789,125 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$941,468$34,085$11,362iApproximate average salary by contribution assumption: employee only about $284,042 at 4% or $189,361 at 6%; with 50% employer match about $189,361 at 4% or $126,241 at 6%; with 100% employer match about $142,021 at 4% or $94,681 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-2$887,177$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201123$1,458,119$227,955$75,985iApproximate average salary by contribution assumption: employee only about $1,899,625 at 4% or $1,266,417 at 6%; with 50% employer match about $1,266,417 at 4% or $844,278 at 6%; with 100% employer match about $949,813 at 4% or $633,208 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$849,562$27,955$9,318iApproximate average salary by contribution assumption: employee only about $232,958 at 4% or $155,306 at 6%; with 50% employer match about $155,306 at 4% or $103,537 at 6%; with 100% employer match about $116,479 at 4% or $77,653 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-2$608,557$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201023$1,590,736$126,266$42,089iApproximate average salary by contribution assumption: employee only about $1,052,217 at 4% or $701,478 at 6%; with 50% employer match about $701,478 at 4% or $467,652 at 6%; with 100% employer match about $526,108 at 4% or $350,739 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$1,117,260$29,239$9,746iApproximate average salary by contribution assumption: employee only about $243,658 at 4% or $162,439 at 6%; with 50% employer match about $162,439 at 4% or $108,293 at 6%; with 100% employer match about $121,829 at 4% or $81,219 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-2$473,476$97,027$48,514iApproximate average salary by contribution assumption: employee only about $1,212,838 at 4% or $808,558 at 6%; with 50% employer match about $808,558 at 4% or $539,039 at 6%; with 100% employer match about $606,419 at 4% or $404,279 at 6%.
200924$1,447,614$213,779$53,445iApproximate average salary by contribution assumption: employee only about $1,336,119 at 4% or $890,746 at 6%; with 50% employer match about $890,746 at 4% or $593,831 at 6%; with 100% employer match about $668,059 at 4% or $445,373 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$993,591$32,710$8,178iApproximate average salary by contribution assumption: employee only about $204,438 at 4% or $136,292 at 6%; with 50% employer match about $136,292 at 4% or $90,861 at 6%; with 100% employer match about $102,219 at 4% or $68,146 at 6%.
Daniel G. Klein, Dds Defined Benefit Plan-3$454,023$181,069$60,356iApproximate average salary by contribution assumption: employee only about $1,508,908 at 4% or $1,005,939 at 6%; with 50% employer match about $1,005,939 at 4% or $670,626 at 6%; with 100% employer match about $754,454 at 4% or $502,969 at 6%.
200813$881,395$30,936$10,312iApproximate average salary by contribution assumption: employee only about $257,800 at 4% or $171,867 at 6%; with 50% employer match about $171,867 at 4% or $114,578 at 6%; with 100% employer match about $128,900 at 4% or $85,933 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$881,395$30,936$10,312iApproximate average salary by contribution assumption: employee only about $257,800 at 4% or $171,867 at 6%; with 50% employer match about $171,867 at 4% or $114,578 at 6%; with 100% employer match about $128,900 at 4% or $85,933 at 6%.
200722$0$0-
Daniel G Klein Dds Profit Sharing Plan and Trust-2---
Daniel G. Klein, Dds Defined Benefit Plan-2---
200613$845,948$54,881$18,294iApproximate average salary by contribution assumption: employee only about $457,342 at 4% or $304,894 at 6%; with 50% employer match about $304,894 at 4% or $203,263 at 6%; with 100% employer match about $228,671 at 4% or $152,447 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$845,948$54,881$18,294iApproximate average salary by contribution assumption: employee only about $457,342 at 4% or $304,894 at 6%; with 50% employer match about $304,894 at 4% or $203,263 at 6%; with 100% employer match about $228,671 at 4% or $152,447 at 6%.
200514$705,835$54,735$13,684iApproximate average salary by contribution assumption: employee only about $342,094 at 4% or $228,063 at 6%; with 50% employer match about $228,063 at 4% or $152,042 at 6%; with 100% employer match about $171,047 at 4% or $114,031 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$705,835$54,735$13,684iApproximate average salary by contribution assumption: employee only about $342,094 at 4% or $228,063 at 6%; with 50% employer match about $228,063 at 4% or $152,042 at 6%; with 100% employer match about $171,047 at 4% or $114,031 at 6%.
200414$621,486$90,960$22,740iApproximate average salary by contribution assumption: employee only about $568,500 at 4% or $379,000 at 6%; with 50% employer match about $379,000 at 4% or $252,667 at 6%; with 100% employer match about $284,250 at 4% or $189,500 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-4$621,486$90,960$22,740iApproximate average salary by contribution assumption: employee only about $568,500 at 4% or $379,000 at 6%; with 50% employer match about $379,000 at 4% or $252,667 at 6%; with 100% employer match about $284,250 at 4% or $189,500 at 6%.
200313$511,459$44,980$14,993iApproximate average salary by contribution assumption: employee only about $374,833 at 4% or $249,889 at 6%; with 50% employer match about $249,889 at 4% or $166,593 at 6%; with 100% employer match about $187,417 at 4% or $124,944 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$511,459$44,980$14,993iApproximate average salary by contribution assumption: employee only about $374,833 at 4% or $249,889 at 6%; with 50% employer match about $249,889 at 4% or $166,593 at 6%; with 100% employer match about $187,417 at 4% or $124,944 at 6%.
200213$357,268$27,148$9,049iApproximate average salary by contribution assumption: employee only about $226,233 at 4% or $150,822 at 6%; with 50% employer match about $150,822 at 4% or $100,548 at 6%; with 100% employer match about $113,117 at 4% or $75,411 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$357,268$27,148$9,049iApproximate average salary by contribution assumption: employee only about $226,233 at 4% or $150,822 at 6%; with 50% employer match about $150,822 at 4% or $100,548 at 6%; with 100% employer match about $113,117 at 4% or $75,411 at 6%.
200113$412,364$27,048$9,016iApproximate average salary by contribution assumption: employee only about $225,400 at 4% or $150,267 at 6%; with 50% employer match about $150,267 at 4% or $100,178 at 6%; with 100% employer match about $112,700 at 4% or $75,133 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$412,364$27,048$9,016iApproximate average salary by contribution assumption: employee only about $225,400 at 4% or $150,267 at 6%; with 50% employer match about $150,267 at 4% or $100,178 at 6%; with 100% employer match about $112,700 at 4% or $75,133 at 6%.
200013$440,639$30,840$10,280iApproximate average salary by contribution assumption: employee only about $257,000 at 4% or $171,333 at 6%; with 50% employer match about $171,333 at 4% or $114,222 at 6%; with 100% employer match about $128,500 at 4% or $85,667 at 6%.
DANIEL G KLEIN DDS PROFIT SHARING PLAN AND TRUST-3$440,639$30,840$10,280iApproximate average salary by contribution assumption: employee only about $257,000 at 4% or $171,333 at 6%; with 50% employer match about $171,333 at 4% or $114,222 at 6%; with 100% employer match about $128,500 at 4% or $85,667 at 6%.
199913$450,290$12,988$4,329iApproximate average salary by contribution assumption: employee only about $108,233 at 4% or $72,156 at 6%; with 50% employer match about $72,156 at 4% or $48,104 at 6%; with 100% employer match about $54,117 at 4% or $36,078 at 6%.
Daniel G Klein Dds Profit Sharing Plan and Trust-3$450,290$12,988$4,329iApproximate average salary by contribution assumption: employee only about $108,233 at 4% or $72,156 at 6%; with 50% employer match about $72,156 at 4% or $48,104 at 6%; with 100% employer match about $54,117 at 4% or $36,078 at 6%.