Civic Intelligence

John R. Klein, M.D. PC.

Plan context: JOHN R. KLEIN, MD, PC CASH BALANCE PLAN

EIN 20-2320179 • Tucson, AZ • 10 filings • 3 plans

6618 E Carondelet Dr.Tucson, AZ 85710
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$628,344

2024 Contributions

$121,648

Historical Graphs

Total Assets Over Time

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

$628,344$314,172$0200720222024YearValue
$628,344Latest year 2024

Participants Over Time

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

740200720222024YearValue
6Latest year 2024

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
202426$628,344$121,648$20,275iApproximate average salary by contribution assumption: employee only about $506,867 at 4% or $337,911 at 6%; with 50% employer match about $337,911 at 4% or $225,274 at 6%; with 100% employer match about $253,433 at 4% or $168,956 at 6%.
JOHN R. KLEIN, MD, PC CASH BALANCE PLAN-6$506,494$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
John R. Klein, M.D. PC. Profit Sharing Plan-5$121,850$31,648$6,330iApproximate average salary by contribution assumption: employee only about $158,240 at 4% or $105,493 at 6%; with 50% employer match about $105,493 at 4% or $70,329 at 6%; with 100% employer match about $79,120 at 4% or $52,747 at 6%.
202327$466,216$120,196$17,171iApproximate average salary by contribution assumption: employee only about $429,271 at 4% or $286,181 at 6%; with 50% employer match about $286,181 at 4% or $190,787 at 6%; with 100% employer match about $214,636 at 4% or $143,090 at 6%.
JOHN R. KLEIN, MD, PC CASH BALANCE PLAN-7$389,938$90,000$12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%.
John R. Klein, M.D. PC. Profit Sharing Plan-4$76,278$30,196$7,549iApproximate average salary by contribution assumption: employee only about $188,725 at 4% or $125,817 at 6%; with 50% employer match about $125,817 at 4% or $83,878 at 6%; with 100% employer match about $94,363 at 4% or $62,908 at 6%.
202225$334,756$131,699$26,340iApproximate average salary by contribution assumption: employee only about $658,495 at 4% or $438,997 at 6%; with 50% employer match about $438,997 at 4% or $292,664 at 6%; with 100% employer match about $329,248 at 4% or $219,498 at 6%.
JOHN R. KLEIN, MD, PC CASH BALANCE PLAN-5$285,881$105,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
John R. Klein, M.D. PC. Profit Sharing Plan-4$48,875$26,699$6,675iApproximate average salary by contribution assumption: employee only about $166,869 at 4% or $111,246 at 6%; with 50% employer match about $111,246 at 4% or $74,164 at 6%; with 100% employer match about $83,434 at 4% or $55,623 at 6%.
202125$215,485$123,160$24,632iApproximate average salary by contribution assumption: employee only about $615,800 at 4% or $410,533 at 6%; with 50% employer match about $410,533 at 4% or $273,689 at 6%; with 100% employer match about $307,900 at 4% or $205,267 at 6%.
JOHN R. KLEIN, MD, PC CASH BALANCE PLAN-5$183,603$92,203$18,441iApproximate average salary by contribution assumption: employee only about $461,015 at 4% or $307,343 at 6%; with 50% employer match about $307,343 at 4% or $204,896 at 6%; with 100% employer match about $230,507 at 4% or $153,672 at 6%.
John R. Klein, M.D. PC. Profit Sharing Plan-5$31,882$30,957$6,191iApproximate average salary by contribution assumption: employee only about $154,785 at 4% or $103,190 at 6%; with 50% employer match about $103,190 at 4% or $68,793 at 6%; with 100% employer match about $77,393 at 4% or $51,595 at 6%.
200814$214,272$59,602$14,901iApproximate average salary by contribution assumption: employee only about $372,513 at 4% or $248,342 at 6%; with 50% employer match about $248,342 at 4% or $165,561 at 6%; with 100% employer match about $186,256 at 4% or $124,171 at 6%.
John R. Klein, M.D. PC. Profit Sharing Plan-4$214,272$59,602$14,901iApproximate average salary by contribution assumption: employee only about $372,513 at 4% or $248,342 at 6%; with 50% employer match about $248,342 at 4% or $165,561 at 6%; with 100% employer match about $186,256 at 4% or $124,171 at 6%.
200713$148,152$59,989$19,996iApproximate average salary by contribution assumption: employee only about $499,908 at 4% or $333,272 at 6%; with 50% employer match about $333,272 at 4% or $222,181 at 6%; with 100% employer match about $249,954 at 4% or $166,636 at 6%.
John R. Klein, M.D. PC. Profit Sharing Plan-3$148,152$59,989$19,996iApproximate average salary by contribution assumption: employee only about $499,908 at 4% or $333,272 at 6%; with 50% employer match about $333,272 at 4% or $222,181 at 6%; with 100% employer match about $249,954 at 4% or $166,636 at 6%.