Civic Intelligence

Klein Insurance Services Inc.

Plan context: Klein Insurance Services Inc. 401K Retirement Plan

EIN 22-3123970 • West Patterson, NJ • 16 filings • 4 plans

1 Garret Mountain Plaza#901West Patterson, NJ 07424
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$1,297,709

2014 Contributions

$4,206

Historical Graphs

Total Assets Over Time

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

$1,525,128$762,564$0199920082013YearValue
$1,297,709Latest year 2013

Participants Over Time

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

950199920062013YearValue
6Latest 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$4,206-
Klein Insurance Services Inc. 401K Retirement Plan-0$0$4,206-
201316$1,297,709$48,427$8,071iApproximate average salary by contribution assumption: employee only about $201,779 at 4% or $134,519 at 6%; with 50% employer match about $134,519 at 4% or $89,680 at 6%; with 100% employer match about $100,890 at 4% or $67,260 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-6$1,297,709$48,427$8,071iApproximate average salary by contribution assumption: employee only about $201,779 at 4% or $134,519 at 6%; with 50% employer match about $134,519 at 4% or $89,680 at 6%; with 100% employer match about $100,890 at 4% or $67,260 at 6%.
201219$1,509,221$115,312$12,812iApproximate average salary by contribution assumption: employee only about $320,311 at 4% or $213,541 at 6%; with 50% employer match about $213,541 at 4% or $142,360 at 6%; with 100% employer match about $160,156 at 4% or $106,770 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-9$1,509,221$115,312$12,812iApproximate average salary by contribution assumption: employee only about $320,311 at 4% or $213,541 at 6%; with 50% employer match about $213,541 at 4% or $142,360 at 6%; with 100% employer match about $160,156 at 4% or $106,770 at 6%.
201116$1,525,128$98,916$16,486iApproximate average salary by contribution assumption: employee only about $412,150 at 4% or $274,767 at 6%; with 50% employer match about $274,767 at 4% or $183,178 at 6%; with 100% employer match about $206,075 at 4% or $137,383 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-6$1,525,128$98,916$16,486iApproximate average salary by contribution assumption: employee only about $412,150 at 4% or $274,767 at 6%; with 50% employer match about $274,767 at 4% or $183,178 at 6%; with 100% employer match about $206,075 at 4% or $137,383 at 6%.
201018$1,480,611$108,592$13,574iApproximate average salary by contribution assumption: employee only about $339,350 at 4% or $226,233 at 6%; with 50% employer match about $226,233 at 4% or $150,822 at 6%; with 100% employer match about $169,675 at 4% or $113,117 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-8$1,480,611$108,592$13,574iApproximate average salary by contribution assumption: employee only about $339,350 at 4% or $226,233 at 6%; with 50% employer match about $226,233 at 4% or $150,822 at 6%; with 100% employer match about $169,675 at 4% or $113,117 at 6%.
200918$1,278,673$122,617$15,327iApproximate average salary by contribution assumption: employee only about $383,178 at 4% or $255,452 at 6%; with 50% employer match about $255,452 at 4% or $170,301 at 6%; with 100% employer match about $191,589 at 4% or $127,726 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-8$1,278,673$122,617$15,327iApproximate average salary by contribution assumption: employee only about $383,178 at 4% or $255,452 at 6%; with 50% employer match about $255,452 at 4% or $170,301 at 6%; with 100% employer match about $191,589 at 4% or $127,726 at 6%.
200818$896,722$87,080$10,885iApproximate average salary by contribution assumption: employee only about $272,125 at 4% or $181,417 at 6%; with 50% employer match about $181,417 at 4% or $120,944 at 6%; with 100% employer match about $136,063 at 4% or $90,708 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-8$896,722$87,080$10,885iApproximate average salary by contribution assumption: employee only about $272,125 at 4% or $181,417 at 6%; with 50% employer match about $181,417 at 4% or $120,944 at 6%; with 100% employer match about $136,063 at 4% or $90,708 at 6%.
200716$0$0-
Klein Insurance Services Inc. 401K Retirement Plan-6---
200617$854,035$162,744$23,249iApproximate average salary by contribution assumption: employee only about $581,229 at 4% or $387,486 at 6%; with 50% employer match about $387,486 at 4% or $258,324 at 6%; with 100% employer match about $290,614 at 4% or $193,743 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-7$854,035$162,744$23,249iApproximate average salary by contribution assumption: employee only about $581,229 at 4% or $387,486 at 6%; with 50% employer match about $387,486 at 4% or $258,324 at 6%; with 100% employer match about $290,614 at 4% or $193,743 at 6%.
200517$687,866$138,611$19,802iApproximate average salary by contribution assumption: employee only about $495,039 at 4% or $330,026 at 6%; with 50% employer match about $330,026 at 4% or $220,017 at 6%; with 100% employer match about $247,520 at 4% or $165,013 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-7$687,866$138,611$19,802iApproximate average salary by contribution assumption: employee only about $495,039 at 4% or $330,026 at 6%; with 50% employer match about $330,026 at 4% or $220,017 at 6%; with 100% employer match about $247,520 at 4% or $165,013 at 6%.
200416$485,914$113,485$18,914iApproximate average salary by contribution assumption: employee only about $472,854 at 4% or $315,236 at 6%; with 50% employer match about $315,236 at 4% or $210,157 at 6%; with 100% employer match about $236,427 at 4% or $157,618 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-6$485,914$113,485$18,914iApproximate average salary by contribution assumption: employee only about $472,854 at 4% or $315,236 at 6%; with 50% employer match about $315,236 at 4% or $210,157 at 6%; with 100% employer match about $236,427 at 4% or $157,618 at 6%.
200315$0$0-
Klein Insurance Services Inc. 401K Retirement Plan-5---
200215$215,213$88,941$17,788iApproximate average salary by contribution assumption: employee only about $444,705 at 4% or $296,470 at 6%; with 50% employer match about $296,470 at 4% or $197,647 at 6%; with 100% employer match about $222,353 at 4% or $148,235 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-5$215,213$88,941$17,788iApproximate average salary by contribution assumption: employee only about $444,705 at 4% or $296,470 at 6%; with 50% employer match about $296,470 at 4% or $197,647 at 6%; with 100% employer match about $222,353 at 4% or $148,235 at 6%.
200114$166,307$56,763$14,191iApproximate average salary by contribution assumption: employee only about $354,769 at 4% or $236,513 at 6%; with 50% employer match about $236,513 at 4% or $157,675 at 6%; with 100% employer match about $177,384 at 4% or $118,256 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-4$166,307$56,763$14,191iApproximate average salary by contribution assumption: employee only about $354,769 at 4% or $236,513 at 6%; with 50% employer match about $236,513 at 4% or $157,675 at 6%; with 100% employer match about $177,384 at 4% or $118,256 at 6%.
200015$0$0-
Klein Insurance Services Inc. 401K Retirement Plan-5---
199915$151,388$51,240$10,248iApproximate average salary by contribution assumption: employee only about $256,200 at 4% or $170,800 at 6%; with 50% employer match about $170,800 at 4% or $113,867 at 6%; with 100% employer match about $128,100 at 4% or $85,400 at 6%.
Klein Insurance Services Inc. 401K Retirement Plan-5$151,388$51,240$10,248iApproximate average salary by contribution assumption: employee only about $256,200 at 4% or $170,800 at 6%; with 50% employer match about $170,800 at 4% or $113,867 at 6%; with 100% employer match about $128,100 at 4% or $85,400 at 6%.