Civic Intelligence

Klein Agency LLC

Plan context: Klein Agency LLC 401K Profit Sharing Plan & Trust

EIN 20-3980665 • Hunt Valley, MD • 14 filings • 2 plans

20 Wight Avenue, Suite 300Hunt Valley, MD 21030
Current Snapshot

Latest Year

2019

2019 Participants

27

2019 Assets

$3,702,031

2019 Contributions

$374,499

Historical Graphs

Total Assets Over Time

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

$5,345,526$2,672,763$0200620132019YearValue
$3,702,031Latest year 2019

Participants Over Time

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

27140200620132019YearValue
27Latest year 2019

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
2019127$3,702,031$374,499$13,870iApproximate average salary by contribution assumption: employee only about $346,758 at 4% or $231,172 at 6%; with 50% employer match about $231,172 at 4% or $154,115 at 6%; with 100% employer match about $173,379 at 4% or $115,586 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-27$3,702,031$374,499$13,870iApproximate average salary by contribution assumption: employee only about $346,758 at 4% or $231,172 at 6%; with 50% employer match about $231,172 at 4% or $154,115 at 6%; with 100% employer match about $173,379 at 4% or $115,586 at 6%.
2018127$2,906,042$200,404$7,422iApproximate average salary by contribution assumption: employee only about $185,559 at 4% or $123,706 at 6%; with 50% employer match about $123,706 at 4% or $82,471 at 6%; with 100% employer match about $92,780 at 4% or $61,853 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-27$2,906,042$200,404$7,422iApproximate average salary by contribution assumption: employee only about $185,559 at 4% or $123,706 at 6%; with 50% employer match about $123,706 at 4% or $82,471 at 6%; with 100% employer match about $92,780 at 4% or $61,853 at 6%.
2017124$2,857,419$177,656$7,402iApproximate average salary by contribution assumption: employee only about $185,058 at 4% or $123,372 at 6%; with 50% employer match about $123,372 at 4% or $82,248 at 6%; with 100% employer match about $92,529 at 4% or $61,686 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-24$2,857,419$177,656$7,402iApproximate average salary by contribution assumption: employee only about $185,058 at 4% or $123,372 at 6%; with 50% employer match about $123,372 at 4% or $82,248 at 6%; with 100% employer match about $92,529 at 4% or $61,686 at 6%.
2016123$2,258,516$151,862$6,603iApproximate average salary by contribution assumption: employee only about $165,067 at 4% or $110,045 at 6%; with 50% employer match about $110,045 at 4% or $73,363 at 6%; with 100% employer match about $82,534 at 4% or $55,022 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-23$2,258,516$151,862$6,603iApproximate average salary by contribution assumption: employee only about $165,067 at 4% or $110,045 at 6%; with 50% employer match about $110,045 at 4% or $73,363 at 6%; with 100% employer match about $82,534 at 4% or $55,022 at 6%.
2015113$1,940,522$108,029$8,310iApproximate average salary by contribution assumption: employee only about $207,748 at 4% or $138,499 at 6%; with 50% employer match about $138,499 at 4% or $92,332 at 6%; with 100% employer match about $103,874 at 4% or $69,249 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-13$1,940,522$108,029$8,310iApproximate average salary by contribution assumption: employee only about $207,748 at 4% or $138,499 at 6%; with 50% employer match about $138,499 at 4% or $92,332 at 6%; with 100% employer match about $103,874 at 4% or $69,249 at 6%.
2014113$1,833,391$106,950$8,227iApproximate average salary by contribution assumption: employee only about $205,673 at 4% or $137,115 at 6%; with 50% employer match about $137,115 at 4% or $91,410 at 6%; with 100% employer match about $102,837 at 4% or $68,558 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-13$1,833,391$106,950$8,227iApproximate average salary by contribution assumption: employee only about $205,673 at 4% or $137,115 at 6%; with 50% employer match about $137,115 at 4% or $91,410 at 6%; with 100% employer match about $102,837 at 4% or $68,558 at 6%.
2013112$1,621,330$91,814$7,651iApproximate average salary by contribution assumption: employee only about $191,279 at 4% or $127,519 at 6%; with 50% employer match about $127,519 at 4% or $85,013 at 6%; with 100% employer match about $95,640 at 4% or $63,760 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-12$1,621,330$91,814$7,651iApproximate average salary by contribution assumption: employee only about $191,279 at 4% or $127,519 at 6%; with 50% employer match about $127,519 at 4% or $85,013 at 6%; with 100% employer match about $95,640 at 4% or $63,760 at 6%.
2012111$1,258,594$142,762$12,978iApproximate average salary by contribution assumption: employee only about $324,459 at 4% or $216,306 at 6%; with 50% employer match about $216,306 at 4% or $144,204 at 6%; with 100% employer match about $162,230 at 4% or $108,153 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-11$1,258,594$142,762$12,978iApproximate average salary by contribution assumption: employee only about $324,459 at 4% or $216,306 at 6%; with 50% employer match about $216,306 at 4% or $144,204 at 6%; with 100% employer match about $162,230 at 4% or $108,153 at 6%.
2011111$968,946$82,817$7,529iApproximate average salary by contribution assumption: employee only about $188,220 at 4% or $125,480 at 6%; with 50% employer match about $125,480 at 4% or $83,654 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-11$968,946$82,817$7,529iApproximate average salary by contribution assumption: employee only about $188,220 at 4% or $125,480 at 6%; with 50% employer match about $125,480 at 4% or $83,654 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%.
2010112$1,017,286$84,180$7,015iApproximate average salary by contribution assumption: employee only about $175,375 at 4% or $116,917 at 6%; with 50% employer match about $116,917 at 4% or $77,944 at 6%; with 100% employer match about $87,688 at 4% or $58,458 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-12$1,017,286$84,180$7,015iApproximate average salary by contribution assumption: employee only about $175,375 at 4% or $116,917 at 6%; with 50% employer match about $116,917 at 4% or $77,944 at 6%; with 100% employer match about $87,688 at 4% or $58,458 at 6%.
2009111$810,556$87,496$7,954iApproximate average salary by contribution assumption: employee only about $198,855 at 4% or $132,570 at 6%; with 50% employer match about $132,570 at 4% or $88,380 at 6%; with 100% employer match about $99,427 at 4% or $66,285 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-11$810,556$87,496$7,954iApproximate average salary by contribution assumption: employee only about $198,855 at 4% or $132,570 at 6%; with 50% employer match about $132,570 at 4% or $88,380 at 6%; with 100% employer match about $99,427 at 4% or $66,285 at 6%.
2008112$3,315,873$98,503$8,209iApproximate average salary by contribution assumption: employee only about $205,215 at 4% or $136,810 at 6%; with 50% employer match about $136,810 at 4% or $91,206 at 6%; with 100% employer match about $102,607 at 4% or $68,405 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-12$3,315,873$98,503$8,209iApproximate average salary by contribution assumption: employee only about $205,215 at 4% or $136,810 at 6%; with 50% employer match about $136,810 at 4% or $91,206 at 6%; with 100% employer match about $102,607 at 4% or $68,405 at 6%.
2007111$5,345,526$102,896$9,354iApproximate average salary by contribution assumption: employee only about $233,855 at 4% or $155,903 at 6%; with 50% employer match about $155,903 at 4% or $103,935 at 6%; with 100% employer match about $116,927 at 4% or $77,952 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-11$5,345,526$102,896$9,354iApproximate average salary by contribution assumption: employee only about $233,855 at 4% or $155,903 at 6%; with 50% employer match about $155,903 at 4% or $103,935 at 6%; with 100% employer match about $116,927 at 4% or $77,952 at 6%.
2006111$5,288,313$96,853$8,805iApproximate average salary by contribution assumption: employee only about $220,120 at 4% or $146,747 at 6%; with 50% employer match about $146,747 at 4% or $97,831 at 6%; with 100% employer match about $110,060 at 4% or $73,373 at 6%.
Klein Agency LLC 401K Profit Sharing Plan & Trust-11$5,288,313$96,853$8,805iApproximate average salary by contribution assumption: employee only about $220,120 at 4% or $146,747 at 6%; with 50% employer match about $146,747 at 4% or $97,831 at 6%; with 100% employer match about $110,060 at 4% or $73,373 at 6%.
Klein Agency LLC | EIN 20-3980665 | 2019 Form 5500 Company Profile