Civic Intelligence

Klein Cote Edwards Citron LLC

Plan context: Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust

EIN 20-2996482 • Aspen, CO • 17 filings • 5 plans

201 N. Mill StreetAspen, CO 81611
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,702,737

2021 Contributions

$2,915

Historical Graphs

Total Assets Over Time

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

$1,702,737$851,369$0200520132020YearValue
$1,702,737Latest year 2020

Participants Over Time

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

950200520132020YearValue
4Latest 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
202110$0$2,915-
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-0-$2,915-
202014$1,702,737$2,710$678iApproximate average salary by contribution assumption: employee only about $16,938 at 4% or $11,292 at 6%; with 50% employer match about $11,292 at 4% or $7,528 at 6%; with 100% employer match about $8,469 at 4% or $5,646 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-4$1,702,737$2,710$678iApproximate average salary by contribution assumption: employee only about $16,938 at 4% or $11,292 at 6%; with 50% employer match about $11,292 at 4% or $7,528 at 6%; with 100% employer match about $8,469 at 4% or $5,646 at 6%.
201915$1,583,334$3,573$715iApproximate average salary by contribution assumption: employee only about $17,865 at 4% or $11,910 at 6%; with 50% employer match about $11,910 at 4% or $7,940 at 6%; with 100% employer match about $8,933 at 4% or $5,955 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-5$1,583,334$3,573$715iApproximate average salary by contribution assumption: employee only about $17,865 at 4% or $11,910 at 6%; with 50% employer match about $11,910 at 4% or $7,940 at 6%; with 100% employer match about $8,933 at 4% or $5,955 at 6%.
201815$1,474,911$30,110$6,022iApproximate average salary by contribution assumption: employee only about $150,550 at 4% or $100,367 at 6%; with 50% employer match about $100,367 at 4% or $66,911 at 6%; with 100% employer match about $75,275 at 4% or $50,183 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-5$1,474,911$30,110$6,022iApproximate average salary by contribution assumption: employee only about $150,550 at 4% or $100,367 at 6%; with 50% employer match about $100,367 at 4% or $66,911 at 6%; with 100% employer match about $75,275 at 4% or $50,183 at 6%.
201716$1,566,693$25,198$4,200iApproximate average salary by contribution assumption: employee only about $104,992 at 4% or $69,994 at 6%; with 50% employer match about $69,994 at 4% or $46,663 at 6%; with 100% employer match about $52,496 at 4% or $34,997 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-6$1,566,693$25,198$4,200iApproximate average salary by contribution assumption: employee only about $104,992 at 4% or $69,994 at 6%; with 50% employer match about $69,994 at 4% or $46,663 at 6%; with 100% employer match about $52,496 at 4% or $34,997 at 6%.
201616$1,330,231$6,271$1,045iApproximate average salary by contribution assumption: employee only about $26,129 at 4% or $17,419 at 6%; with 50% employer match about $17,419 at 4% or $11,613 at 6%; with 100% employer match about $13,065 at 4% or $8,710 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-6$1,330,231$6,271$1,045iApproximate average salary by contribution assumption: employee only about $26,129 at 4% or $17,419 at 6%; with 50% employer match about $17,419 at 4% or $11,613 at 6%; with 100% employer match about $13,065 at 4% or $8,710 at 6%.
201516$1,270,906$201,105$33,518iApproximate average salary by contribution assumption: employee only about $837,938 at 4% or $558,625 at 6%; with 50% employer match about $558,625 at 4% or $372,417 at 6%; with 100% employer match about $418,969 at 4% or $279,313 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-6$1,270,906$201,105$33,518iApproximate average salary by contribution assumption: employee only about $837,938 at 4% or $558,625 at 6%; with 50% employer match about $558,625 at 4% or $372,417 at 6%; with 100% employer match about $418,969 at 4% or $279,313 at 6%.
201415$1,157,531$5,127$1,025iApproximate average salary by contribution assumption: employee only about $25,635 at 4% or $17,090 at 6%; with 50% employer match about $17,090 at 4% or $11,393 at 6%; with 100% employer match about $12,818 at 4% or $8,545 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-5$1,157,531$5,127$1,025iApproximate average salary by contribution assumption: employee only about $25,635 at 4% or $17,090 at 6%; with 50% employer match about $17,090 at 4% or $11,393 at 6%; with 100% employer match about $12,818 at 4% or $8,545 at 6%.
201316$1,095,822$6,347$1,058iApproximate average salary by contribution assumption: employee only about $26,446 at 4% or $17,631 at 6%; with 50% employer match about $17,631 at 4% or $11,754 at 6%; with 100% employer match about $13,223 at 4% or $8,815 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-6$1,095,822$6,347$1,058iApproximate average salary by contribution assumption: employee only about $26,446 at 4% or $17,631 at 6%; with 50% employer match about $17,631 at 4% or $11,754 at 6%; with 100% employer match about $13,223 at 4% or $8,815 at 6%.
201217$1,032,112$6,545$935iApproximate average salary by contribution assumption: employee only about $23,375 at 4% or $15,583 at 6%; with 50% employer match about $15,583 at 4% or $10,389 at 6%; with 100% employer match about $11,688 at 4% or $7,792 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-7$1,032,112$6,545$935iApproximate average salary by contribution assumption: employee only about $23,375 at 4% or $15,583 at 6%; with 50% employer match about $15,583 at 4% or $10,389 at 6%; with 100% employer match about $11,688 at 4% or $7,792 at 6%.
201110$986,710$4,400-
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust--$986,710$4,400-
201019$1,053,212$15,109$1,679iApproximate average salary by contribution assumption: employee only about $41,969 at 4% or $27,980 at 6%; with 50% employer match about $27,980 at 4% or $18,653 at 6%; with 100% employer match about $20,985 at 4% or $13,990 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-9$1,053,212$15,109$1,679iApproximate average salary by contribution assumption: employee only about $41,969 at 4% or $27,980 at 6%; with 50% employer match about $27,980 at 4% or $18,653 at 6%; with 100% employer match about $20,985 at 4% or $13,990 at 6%.
200919$1,116,910$134,464$14,940iApproximate average salary by contribution assumption: employee only about $373,511 at 4% or $249,007 at 6%; with 50% employer match about $249,007 at 4% or $166,005 at 6%; with 100% employer match about $186,756 at 4% or $124,504 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-9$1,116,910$134,464$14,940iApproximate average salary by contribution assumption: employee only about $373,511 at 4% or $249,007 at 6%; with 50% employer match about $249,007 at 4% or $166,005 at 6%; with 100% employer match about $186,756 at 4% or $124,504 at 6%.
200814$943,963$145,526$36,382iApproximate average salary by contribution assumption: employee only about $909,538 at 4% or $606,358 at 6%; with 50% employer match about $606,358 at 4% or $404,239 at 6%; with 100% employer match about $454,769 at 4% or $303,179 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-4$943,963$145,526$36,382iApproximate average salary by contribution assumption: employee only about $909,538 at 4% or $606,358 at 6%; with 50% employer match about $606,358 at 4% or $404,239 at 6%; with 100% employer match about $454,769 at 4% or $303,179 at 6%.
200713$1,182,579$116,328$38,776iApproximate average salary by contribution assumption: employee only about $969,400 at 4% or $646,267 at 6%; with 50% employer match about $646,267 at 4% or $430,844 at 6%; with 100% employer match about $484,700 at 4% or $323,133 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-3$1,182,579$116,328$38,776iApproximate average salary by contribution assumption: employee only about $969,400 at 4% or $646,267 at 6%; with 50% employer match about $646,267 at 4% or $430,844 at 6%; with 100% employer match about $484,700 at 4% or $323,133 at 6%.
200614$1,033,022$84,428$21,107iApproximate average salary by contribution assumption: employee only about $527,675 at 4% or $351,783 at 6%; with 50% employer match about $351,783 at 4% or $234,522 at 6%; with 100% employer match about $263,838 at 4% or $175,892 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-4$1,033,022$84,428$21,107iApproximate average salary by contribution assumption: employee only about $527,675 at 4% or $351,783 at 6%; with 50% employer match about $351,783 at 4% or $234,522 at 6%; with 100% employer match about $263,838 at 4% or $175,892 at 6%.
200514$874,578$20,472$5,118iApproximate average salary by contribution assumption: employee only about $127,950 at 4% or $85,300 at 6%; with 50% employer match about $85,300 at 4% or $56,867 at 6%; with 100% employer match about $63,975 at 4% or $42,650 at 6%.
Klein Cote Edwards Citron Employees' Profit Sharing Plan & Trust-4$874,578$20,472$5,118iApproximate average salary by contribution assumption: employee only about $127,950 at 4% or $85,300 at 6%; with 50% employer match about $85,300 at 4% or $56,867 at 6%; with 100% employer match about $63,975 at 4% or $42,650 at 6%.