Young, Klein & Associates LLC
Plan context: Young, Klein & Assoc. LLC 401(K) Plan
EIN 20-1932359 • Bensalem, PA • 13 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,138,782
2024 Contributions
$106,726
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 | 9 | $1,138,782 | $106,726 | $11,858iApproximate average salary by contribution assumption: employee only about $296,461 at 4% or $197,641 at 6%; with 50% employer match about $197,641 at 4% or $131,760 at 6%; with 100% employer match about $148,231 at 4% or $98,820 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 9 | $1,138,782 | $106,726 | $11,858iApproximate average salary by contribution assumption: employee only about $296,461 at 4% or $197,641 at 6%; with 50% employer match about $197,641 at 4% or $131,760 at 6%; with 100% employer match about $148,231 at 4% or $98,820 at 6%. |
| 2023 | 1 | 8 | $1,002,982 | $102,288 | $12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 8 | $1,002,982 | $102,288 | $12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%. |
| 2022 | 1 | 8 | $812,631 | $94,709 | $11,839iApproximate average salary by contribution assumption: employee only about $295,966 at 4% or $197,310 at 6%; with 50% employer match about $197,310 at 4% or $131,540 at 6%; with 100% employer match about $147,983 at 4% or $98,655 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 8 | $812,631 | $94,709 | $11,839iApproximate average salary by contribution assumption: employee only about $295,966 at 4% or $197,310 at 6%; with 50% employer match about $197,310 at 4% or $131,540 at 6%; with 100% employer match about $147,983 at 4% or $98,655 at 6%. |
| 2021 | 1 | 8 | $992,963 | $84,835 | $10,604iApproximate average salary by contribution assumption: employee only about $265,109 at 4% or $176,740 at 6%; with 50% employer match about $176,740 at 4% or $117,826 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 8 | $992,963 | $84,835 | $10,604iApproximate average salary by contribution assumption: employee only about $265,109 at 4% or $176,740 at 6%; with 50% employer match about $176,740 at 4% or $117,826 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%. |
| 2020 | 1 | 8 | $776,648 | $114,736 | $14,342iApproximate average salary by contribution assumption: employee only about $358,550 at 4% or $239,033 at 6%; with 50% employer match about $239,033 at 4% or $159,356 at 6%; with 100% employer match about $179,275 at 4% or $119,517 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 8 | $776,648 | $114,736 | $14,342iApproximate average salary by contribution assumption: employee only about $358,550 at 4% or $239,033 at 6%; with 50% employer match about $239,033 at 4% or $159,356 at 6%; with 100% employer match about $179,275 at 4% or $119,517 at 6%. |
| 2019 | 1 | 7 | $592,100 | $103,570 | $14,796iApproximate average salary by contribution assumption: employee only about $369,893 at 4% or $246,595 at 6%; with 50% employer match about $246,595 at 4% or $164,397 at 6%; with 100% employer match about $184,946 at 4% or $123,298 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 7 | $592,100 | $103,570 | $14,796iApproximate average salary by contribution assumption: employee only about $369,893 at 4% or $246,595 at 6%; with 50% employer match about $246,595 at 4% or $164,397 at 6%; with 100% employer match about $184,946 at 4% or $123,298 at 6%. |
| 2018 | 1 | 7 | $612,494 | $64,644 | $9,235iApproximate average salary by contribution assumption: employee only about $230,871 at 4% or $153,914 at 6%; with 50% employer match about $153,914 at 4% or $102,610 at 6%; with 100% employer match about $115,436 at 4% or $76,957 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 7 | $612,494 | $64,644 | $9,235iApproximate average salary by contribution assumption: employee only about $230,871 at 4% or $153,914 at 6%; with 50% employer match about $153,914 at 4% or $102,610 at 6%; with 100% employer match about $115,436 at 4% or $76,957 at 6%. |
| 2017 | 1 | 7 | $594,172 | $100,515 | $14,359iApproximate average salary by contribution assumption: employee only about $358,982 at 4% or $239,321 at 6%; with 50% employer match about $239,321 at 4% or $159,548 at 6%; with 100% employer match about $179,491 at 4% or $119,661 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 7 | $594,172 | $100,515 | $14,359iApproximate average salary by contribution assumption: employee only about $358,982 at 4% or $239,321 at 6%; with 50% employer match about $239,321 at 4% or $159,548 at 6%; with 100% employer match about $179,491 at 4% or $119,661 at 6%. |
| 2016 | 1 | 6 | $450,093 | $93,343 | $15,557iApproximate average salary by contribution assumption: employee only about $388,929 at 4% or $259,286 at 6%; with 50% employer match about $259,286 at 4% or $172,857 at 6%; with 100% employer match about $194,465 at 4% or $129,643 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 6 | $450,093 | $93,343 | $15,557iApproximate average salary by contribution assumption: employee only about $388,929 at 4% or $259,286 at 6%; with 50% employer match about $259,286 at 4% or $172,857 at 6%; with 100% employer match about $194,465 at 4% or $129,643 at 6%. |
| 2015 | 1 | 8 | $639,571 | $83,786 | $10,473iApproximate average salary by contribution assumption: employee only about $261,831 at 4% or $174,554 at 6%; with 50% employer match about $174,554 at 4% or $116,369 at 6%; with 100% employer match about $130,916 at 4% or $87,277 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 8 | $639,571 | $83,786 | $10,473iApproximate average salary by contribution assumption: employee only about $261,831 at 4% or $174,554 at 6%; with 50% employer match about $174,554 at 4% or $116,369 at 6%; with 100% employer match about $130,916 at 4% or $87,277 at 6%. |
| 2014 | 1 | 7 | $588,327 | $142,329 | $20,333iApproximate average salary by contribution assumption: employee only about $508,318 at 4% or $338,879 at 6%; with 50% employer match about $338,879 at 4% or $225,919 at 6%; with 100% employer match about $254,159 at 4% or $169,439 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 7 | $588,327 | $142,329 | $20,333iApproximate average salary by contribution assumption: employee only about $508,318 at 4% or $338,879 at 6%; with 50% employer match about $338,879 at 4% or $225,919 at 6%; with 100% employer match about $254,159 at 4% or $169,439 at 6%. |
| 2013 | 1 | 7 | $416,812 | $142,019 | $20,288iApproximate average salary by contribution assumption: employee only about $507,211 at 4% or $338,140 at 6%; with 50% employer match about $338,140 at 4% or $225,427 at 6%; with 100% employer match about $253,605 at 4% or $169,070 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 7 | $416,812 | $142,019 | $20,288iApproximate average salary by contribution assumption: employee only about $507,211 at 4% or $338,140 at 6%; with 50% employer match about $338,140 at 4% or $225,427 at 6%; with 100% employer match about $253,605 at 4% or $169,070 at 6%. |
| 2012 | 1 | 7 | $239,871 | $236,266 | $33,752iApproximate average salary by contribution assumption: employee only about $843,807 at 4% or $562,538 at 6%; with 50% employer match about $562,538 at 4% or $375,025 at 6%; with 100% employer match about $421,904 at 4% or $281,269 at 6%. |
| Young, Klein & Assoc. LLC 401(K) Plan | - | 7 | $239,871 | $236,266 | $33,752iApproximate average salary by contribution assumption: employee only about $843,807 at 4% or $562,538 at 6%; with 50% employer match about $562,538 at 4% or $375,025 at 6%; with 100% employer match about $421,904 at 4% or $281,269 at 6%. |