Civic Intelligence

Klein and Company, Inc.

Plan context: Klein and Company Inc. 401(K) Profit Sharing Plan

EIN 20-5224122 • Sarasota, FL • 9 filings • 4 plans

8552 Woodbriar Dr.Sarasota, FL 34238
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$579,173

2014 Contributions

$31,099

Historical Graphs

Total Assets Over Time

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

$579,173$289,587$0200620102013YearValue
$579,173Latest year 2013

Participants Over Time

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

210200620102013YearValue
2Latest year 2013

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
201410$0$0-
Klein and Company Inc. 401(K) Profit Sharing Plan-0---
201312$579,173$31,099$15,550iApproximate average salary by contribution assumption: employee only about $388,738 at 4% or $259,158 at 6%; with 50% employer match about $259,158 at 4% or $172,772 at 6%; with 100% employer match about $194,369 at 4% or $129,579 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$579,173$31,099$15,550iApproximate average salary by contribution assumption: employee only about $388,738 at 4% or $259,158 at 6%; with 50% employer match about $259,158 at 4% or $172,772 at 6%; with 100% employer match about $194,369 at 4% or $129,579 at 6%.
201212$436,431$73,898$36,949iApproximate average salary by contribution assumption: employee only about $923,725 at 4% or $615,817 at 6%; with 50% employer match about $615,817 at 4% or $410,544 at 6%; with 100% employer match about $461,863 at 4% or $307,908 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$436,431$73,898$36,949iApproximate average salary by contribution assumption: employee only about $923,725 at 4% or $615,817 at 6%; with 50% employer match about $615,817 at 4% or $410,544 at 6%; with 100% employer match about $461,863 at 4% or $307,908 at 6%.
201112$353,553$61,733$30,867iApproximate average salary by contribution assumption: employee only about $771,663 at 4% or $514,442 at 6%; with 50% employer match about $514,442 at 4% or $342,961 at 6%; with 100% employer match about $385,831 at 4% or $257,221 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$353,553$61,733$30,867iApproximate average salary by contribution assumption: employee only about $771,663 at 4% or $514,442 at 6%; with 50% employer match about $514,442 at 4% or $342,961 at 6%; with 100% employer match about $385,831 at 4% or $257,221 at 6%.
201012$349,989$32,231$16,116iApproximate average salary by contribution assumption: employee only about $402,888 at 4% or $268,592 at 6%; with 50% employer match about $268,592 at 4% or $179,061 at 6%; with 100% employer match about $201,444 at 4% or $134,296 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$349,989$32,231$16,116iApproximate average salary by contribution assumption: employee only about $402,888 at 4% or $268,592 at 6%; with 50% employer match about $268,592 at 4% or $179,061 at 6%; with 100% employer match about $201,444 at 4% or $134,296 at 6%.
200912$278,459$56,975$28,488iApproximate average salary by contribution assumption: employee only about $712,188 at 4% or $474,792 at 6%; with 50% employer match about $474,792 at 4% or $316,528 at 6%; with 100% employer match about $356,094 at 4% or $237,396 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$278,459$56,975$28,488iApproximate average salary by contribution assumption: employee only about $712,188 at 4% or $474,792 at 6%; with 50% employer match about $474,792 at 4% or $316,528 at 6%; with 100% employer match about $356,094 at 4% or $237,396 at 6%.
200812$178,187$28,833$14,417iApproximate average salary by contribution assumption: employee only about $360,413 at 4% or $240,275 at 6%; with 50% employer match about $240,275 at 4% or $160,183 at 6%; with 100% employer match about $180,206 at 4% or $120,138 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$178,187$28,833$14,417iApproximate average salary by contribution assumption: employee only about $360,413 at 4% or $240,275 at 6%; with 50% employer match about $240,275 at 4% or $160,183 at 6%; with 100% employer match about $180,206 at 4% or $120,138 at 6%.
200712$0$0-
Klein and Company Inc. 401(K) Profit Sharing Plan-2---
200612$253,170$24,988$12,494iApproximate average salary by contribution assumption: employee only about $312,350 at 4% or $208,233 at 6%; with 50% employer match about $208,233 at 4% or $138,822 at 6%; with 100% employer match about $156,175 at 4% or $104,117 at 6%.
Klein and Company Inc. 401(K) Profit Sharing Plan-2$253,170$24,988$12,494iApproximate average salary by contribution assumption: employee only about $312,350 at 4% or $208,233 at 6%; with 50% employer match about $208,233 at 4% or $138,822 at 6%; with 100% employer match about $156,175 at 4% or $104,117 at 6%.