Klitzberg Associates Inc.
Plan context: Klitzberg Associates Inc. Retirement Plan
EIN 22-2724144 • Princeton, NJ • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$499,613
2024 Contributions
$60,111
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 | 4 | $499,613 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $499,613 | $0 | - |
| 2023 | 1 | 4 | $543,960 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $543,960 | $0 | - |
| 2022 | 1 | 4 | $511,691 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $511,691 | $0 | - |
| 2021 | 1 | 4 | $655,008 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $655,008 | $0 | - |
| 2020 | 1 | 4 | $652,536 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $652,536 | $0 | - |
| 2019 | 1 | 4 | $610,575 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $610,575 | $0 | - |
| 2018 | 1 | 4 | $571,159 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $571,159 | $0 | - |
| 2017 | 1 | 4 | $610,010 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $610,010 | $0 | - |
| 2016 | 1 | 4 | $589,120 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $589,120 | $0 | - |
| 2015 | 1 | 4 | $527,728 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $527,728 | $0 | - |
| 2014 | 1 | 4 | $551,420 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $551,420 | $0 | - |
| 2013 | 1 | 4 | $593,974 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $593,974 | $0 | - |
| 2012 | 1 | 4 | $520,783 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $520,783 | $0 | - |
| 2011 | 1 | 4 | $401,784 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $401,784 | $0 | - |
| 2010 | 1 | 4 | $406,689 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $406,689 | $0 | - |
| 2009 | 1 | 4 | $237,464 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $237,464 | $0 | - |
| 2008 | 1 | 5 | $177,501 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 5 | $177,501 | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $225,955 | $60,111 | $12,022iApproximate average salary by contribution assumption: employee only about $300,555 at 4% or $200,370 at 6%; with 50% employer match about $200,370 at 4% or $133,580 at 6%; with 100% employer match about $150,278 at 4% or $100,185 at 6%. |
| Klitzberg Associates Inc. Retirement Plan | - | 5 | $225,955 | $60,111 | $12,022iApproximate average salary by contribution assumption: employee only about $300,555 at 4% or $200,370 at 6%; with 50% employer match about $200,370 at 4% or $133,580 at 6%; with 100% employer match about $150,278 at 4% or $100,185 at 6%. |
| 2005 | 1 | 6 | $181,228 | $52,644 | $8,774iApproximate average salary by contribution assumption: employee only about $219,350 at 4% or $146,233 at 6%; with 50% employer match about $146,233 at 4% or $97,489 at 6%; with 100% employer match about $109,675 at 4% or $73,117 at 6%. |
| Klitzberg Associates Inc. Retirement Plan | - | 6 | $181,228 | $52,644 | $8,774iApproximate average salary by contribution assumption: employee only about $219,350 at 4% or $146,233 at 6%; with 50% employer match about $146,233 at 4% or $97,489 at 6%; with 100% employer match about $109,675 at 4% or $73,117 at 6%. |
| 2004 | 1 | 5 | $122,250 | $68,000 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| Klitzberg Associates Inc. Retirement Plan | - | 5 | $122,250 | $68,000 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| 2003 | 2 | 4 | $48,808 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | $48,808 | - | - |
| Klitzberg Associates Inc. Defined Benefit Pension Trust | - | 0 | - | - | - |
| 2002 | 2 | 4 | $0 | $0 | - |
| Klitzberg Associates Inc. Defined Benefit Pension Trust | - | 4 | - | - | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Klitzberg Associates Inc. Retirement Plan | - | 4 | - | - | - |
| Klitzberg Associates Inc. Defined Benefit Pension Trust | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Klitzberg Associates Inc. Defined Benefit Pension Trust | - | 4 | - | - | - |
| 1999 | 1 | 3 | $1,154,551 | $0 | - |
| Klitzberg Associates Inc. Defined Benefit Pension Trust | - | 3 | $1,154,551 | - | - |