Civic Intelligence

Kleinbard LLC

Plan context: Kleinbard LLC Employees' Savings Plan

EIN 23-1308492 • Philadelphia, PA • 26 filings • 6 plans

Three Logan Square1717 Arch Street 5th FloorPhiladelphia, PA 19103
Current Snapshot

Latest Year

2025

2025 Participants

66

2025 Assets

$25,272,808

2025 Contributions

$1,294,492

Historical Graphs

Total Assets Over Time

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

$25,272,808$12,636,404$0200020152025YearValue
$25,272,808Latest year 2025

Participants Over Time

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

66330200020132025YearValue
66Latest year 2025

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
2025166$25,272,808$1,294,492$19,614iApproximate average salary by contribution assumption: employee only about $490,338 at 4% or $326,892 at 6%; with 50% employer match about $326,892 at 4% or $217,928 at 6%; with 100% employer match about $245,169 at 4% or $163,446 at 6%.
Kleinbard LLC Employees' Savings Plan-66$25,272,808$1,294,492$19,614iApproximate average salary by contribution assumption: employee only about $490,338 at 4% or $326,892 at 6%; with 50% employer match about $326,892 at 4% or $217,928 at 6%; with 100% employer match about $245,169 at 4% or $163,446 at 6%.
2024162$21,215,289$1,359,481$21,927iApproximate average salary by contribution assumption: employee only about $548,178 at 4% or $365,452 at 6%; with 50% employer match about $365,452 at 4% or $243,635 at 6%; with 100% employer match about $274,089 at 4% or $182,726 at 6%.
Kleinbard LLC Employees' Savings Plan-62$21,215,289$1,359,481$21,927iApproximate average salary by contribution assumption: employee only about $548,178 at 4% or $365,452 at 6%; with 50% employer match about $365,452 at 4% or $243,635 at 6%; with 100% employer match about $274,089 at 4% or $182,726 at 6%.
2023159$17,666,981$1,138,171$19,291iApproximate average salary by contribution assumption: employee only about $482,276 at 4% or $321,517 at 6%; with 50% employer match about $321,517 at 4% or $214,345 at 6%; with 100% employer match about $241,138 at 4% or $160,759 at 6%.
Kleinbard LLC Employees' Savings Plan-59$17,666,981$1,138,171$19,291iApproximate average salary by contribution assumption: employee only about $482,276 at 4% or $321,517 at 6%; with 50% employer match about $321,517 at 4% or $214,345 at 6%; with 100% employer match about $241,138 at 4% or $160,759 at 6%.
2022164$15,615,209$1,354,593$21,166iApproximate average salary by contribution assumption: employee only about $529,138 at 4% or $352,759 at 6%; with 50% employer match about $352,759 at 4% or $235,172 at 6%; with 100% employer match about $264,569 at 4% or $176,379 at 6%.
Kleinbard LLC Employees' Savings Plan-64$15,615,209$1,354,593$21,166iApproximate average salary by contribution assumption: employee only about $529,138 at 4% or $352,759 at 6%; with 50% employer match about $352,759 at 4% or $235,172 at 6%; with 100% employer match about $264,569 at 4% or $176,379 at 6%.
2021157$19,214,989$1,224,746$21,487iApproximate average salary by contribution assumption: employee only about $537,169 at 4% or $358,113 at 6%; with 50% employer match about $358,113 at 4% or $238,742 at 6%; with 100% employer match about $268,585 at 4% or $179,056 at 6%.
Kleinbard LLC Employees' Savings Plan-57$19,214,989$1,224,746$21,487iApproximate average salary by contribution assumption: employee only about $537,169 at 4% or $358,113 at 6%; with 50% employer match about $358,113 at 4% or $238,742 at 6%; with 100% employer match about $268,585 at 4% or $179,056 at 6%.
2020153$16,367,606$1,128,734$21,297iApproximate average salary by contribution assumption: employee only about $532,422 at 4% or $354,948 at 6%; with 50% employer match about $354,948 at 4% or $236,632 at 6%; with 100% employer match about $266,211 at 4% or $177,474 at 6%.
Kleinbard LLC Employees' Savings Plan-53$16,367,606$1,128,734$21,297iApproximate average salary by contribution assumption: employee only about $532,422 at 4% or $354,948 at 6%; with 50% employer match about $354,948 at 4% or $236,632 at 6%; with 100% employer match about $266,211 at 4% or $177,474 at 6%.
2019148$14,184,366$1,006,444$20,968iApproximate average salary by contribution assumption: employee only about $524,190 at 4% or $349,460 at 6%; with 50% employer match about $349,460 at 4% or $232,973 at 6%; with 100% employer match about $262,095 at 4% or $174,730 at 6%.
Kleinbard LLC Employees' Savings Plan-48$14,184,366$1,006,444$20,968iApproximate average salary by contribution assumption: employee only about $524,190 at 4% or $349,460 at 6%; with 50% employer match about $349,460 at 4% or $232,973 at 6%; with 100% employer match about $262,095 at 4% or $174,730 at 6%.
2018137$11,215,894$845,227$22,844iApproximate average salary by contribution assumption: employee only about $571,099 at 4% or $380,733 at 6%; with 50% employer match about $380,733 at 4% or $253,822 at 6%; with 100% employer match about $285,550 at 4% or $190,366 at 6%.
Kleinbard LLC Employees' Savings Plan-37$11,215,894$845,227$22,844iApproximate average salary by contribution assumption: employee only about $571,099 at 4% or $380,733 at 6%; with 50% employer match about $380,733 at 4% or $253,822 at 6%; with 100% employer match about $285,550 at 4% or $190,366 at 6%.
2017138$11,038,622$1,392,606$36,648iApproximate average salary by contribution assumption: employee only about $916,188 at 4% or $610,792 at 6%; with 50% employer match about $610,792 at 4% or $407,195 at 6%; with 100% employer match about $458,094 at 4% or $305,396 at 6%.
Kleinbard LLC Employees' Savings Plan-38$11,038,622$1,392,606$36,648iApproximate average salary by contribution assumption: employee only about $916,188 at 4% or $610,792 at 6%; with 50% employer match about $610,792 at 4% or $407,195 at 6%; with 100% employer match about $458,094 at 4% or $305,396 at 6%.
2016133$8,664,300$583,770$17,690iApproximate average salary by contribution assumption: employee only about $442,250 at 4% or $294,833 at 6%; with 50% employer match about $294,833 at 4% or $196,556 at 6%; with 100% employer match about $221,125 at 4% or $147,417 at 6%.
Kleinbard LLC Employees' Savings Plan-33$8,664,300$583,770$17,690iApproximate average salary by contribution assumption: employee only about $442,250 at 4% or $294,833 at 6%; with 50% employer match about $294,833 at 4% or $196,556 at 6%; with 100% employer match about $221,125 at 4% or $147,417 at 6%.
2015133$8,060,119$535,120$16,216iApproximate average salary by contribution assumption: employee only about $405,394 at 4% or $270,263 at 6%; with 50% employer match about $270,263 at 4% or $180,175 at 6%; with 100% employer match about $202,697 at 4% or $135,131 at 6%.
Kleinbard LLC Employees' Savings Plan-33$8,060,119$535,120$16,216iApproximate average salary by contribution assumption: employee only about $405,394 at 4% or $270,263 at 6%; with 50% employer match about $270,263 at 4% or $180,175 at 6%; with 100% employer match about $202,697 at 4% or $135,131 at 6%.
2014131$7,983,263$475,724$15,346iApproximate average salary by contribution assumption: employee only about $383,648 at 4% or $255,766 at 6%; with 50% employer match about $255,766 at 4% or $170,510 at 6%; with 100% employer match about $191,824 at 4% or $127,883 at 6%.
Kleinbard LLC Employees' Savings Plan-31$7,983,263$475,724$15,346iApproximate average salary by contribution assumption: employee only about $383,648 at 4% or $255,766 at 6%; with 50% employer match about $255,766 at 4% or $170,510 at 6%; with 100% employer match about $191,824 at 4% or $127,883 at 6%.
2013133$7,310,427$546,366$16,557iApproximate average salary by contribution assumption: employee only about $413,914 at 4% or $275,942 at 6%; with 50% employer match about $275,942 at 4% or $183,962 at 6%; with 100% employer match about $206,957 at 4% or $137,971 at 6%.
Kleinbard LLC Employees' Savings Plan-33$7,310,427$546,366$16,557iApproximate average salary by contribution assumption: employee only about $413,914 at 4% or $275,942 at 6%; with 50% employer match about $275,942 at 4% or $183,962 at 6%; with 100% employer match about $206,957 at 4% or $137,971 at 6%.
2012130$6,182,655$467,120$15,571iApproximate average salary by contribution assumption: employee only about $389,267 at 4% or $259,511 at 6%; with 50% employer match about $259,511 at 4% or $173,007 at 6%; with 100% employer match about $194,633 at 4% or $129,756 at 6%.
Kleinbard LLC Employees' Savings Plan-30$6,182,655$467,120$15,571iApproximate average salary by contribution assumption: employee only about $389,267 at 4% or $259,511 at 6%; with 50% employer match about $259,511 at 4% or $173,007 at 6%; with 100% employer match about $194,633 at 4% or $129,756 at 6%.
2011130$7,058,447$454,818$15,161iApproximate average salary by contribution assumption: employee only about $379,015 at 4% or $252,677 at 6%; with 50% employer match about $252,677 at 4% or $168,451 at 6%; with 100% employer match about $189,508 at 4% or $126,338 at 6%.
Kleinbard LLC Employees' Savings Plan-30$7,058,447$454,818$15,161iApproximate average salary by contribution assumption: employee only about $379,015 at 4% or $252,677 at 6%; with 50% employer match about $252,677 at 4% or $168,451 at 6%; with 100% employer match about $189,508 at 4% or $126,338 at 6%.
2010131$6,895,689$419,202$13,523iApproximate average salary by contribution assumption: employee only about $338,066 at 4% or $225,377 at 6%; with 50% employer match about $225,377 at 4% or $150,252 at 6%; with 100% employer match about $169,033 at 4% or $112,689 at 6%.
Kleinbard LLC Employees' Savings Plan-31$6,895,689$419,202$13,523iApproximate average salary by contribution assumption: employee only about $338,066 at 4% or $225,377 at 6%; with 50% employer match about $225,377 at 4% or $150,252 at 6%; with 100% employer match about $169,033 at 4% or $112,689 at 6%.
2009135$6,362,867$460,080$13,145iApproximate average salary by contribution assumption: employee only about $328,629 at 4% or $219,086 at 6%; with 50% employer match about $219,086 at 4% or $146,057 at 6%; with 100% employer match about $164,314 at 4% or $109,543 at 6%.
Kleinbard LLC Employees' Savings Plan-35$6,362,867$460,080$13,145iApproximate average salary by contribution assumption: employee only about $328,629 at 4% or $219,086 at 6%; with 50% employer match about $219,086 at 4% or $146,057 at 6%; with 100% employer match about $164,314 at 4% or $109,543 at 6%.
2008126$0$0-
Kleinbard LLC Employees' Savings Plan-26---
2007122$0$0-
Kleinbard LLC Employees' Savings Plan-22---
2006122$5,550,258$314,060$14,275iApproximate average salary by contribution assumption: employee only about $356,886 at 4% or $237,924 at 6%; with 50% employer match about $237,924 at 4% or $158,616 at 6%; with 100% employer match about $178,443 at 4% or $118,962 at 6%.
Kleinbard LLC Employees' Savings Plan-22$5,550,258$314,060$14,275iApproximate average salary by contribution assumption: employee only about $356,886 at 4% or $237,924 at 6%; with 50% employer match about $237,924 at 4% or $158,616 at 6%; with 100% employer match about $178,443 at 4% or $118,962 at 6%.
2005122$5,641,245$251,941$11,452iApproximate average salary by contribution assumption: employee only about $286,297 at 4% or $190,864 at 6%; with 50% employer match about $190,864 at 4% or $127,243 at 6%; with 100% employer match about $143,148 at 4% or $95,432 at 6%.
Kleinbard LLC Employees' Savings Plan-22$5,641,245$251,941$11,452iApproximate average salary by contribution assumption: employee only about $286,297 at 4% or $190,864 at 6%; with 50% employer match about $190,864 at 4% or $127,243 at 6%; with 100% employer match about $143,148 at 4% or $95,432 at 6%.
2004119$5,249,520$230,705$12,142iApproximate average salary by contribution assumption: employee only about $303,559 at 4% or $202,373 at 6%; with 50% employer match about $202,373 at 4% or $134,915 at 6%; with 100% employer match about $151,780 at 4% or $101,186 at 6%.
Kleinbard LLC Employees' Savings Plan-19$5,249,520$230,705$12,142iApproximate average salary by contribution assumption: employee only about $303,559 at 4% or $202,373 at 6%; with 50% employer match about $202,373 at 4% or $134,915 at 6%; with 100% employer match about $151,780 at 4% or $101,186 at 6%.
2003132$4,936,969$237,934$7,435iApproximate average salary by contribution assumption: employee only about $185,886 at 4% or $123,924 at 6%; with 50% employer match about $123,924 at 4% or $82,616 at 6%; with 100% employer match about $92,943 at 4% or $61,962 at 6%.
Kleinbard LLC Employees' Savings Plan-32$4,936,969$237,934$7,435iApproximate average salary by contribution assumption: employee only about $185,886 at 4% or $123,924 at 6%; with 50% employer match about $123,924 at 4% or $82,616 at 6%; with 100% employer match about $92,943 at 4% or $61,962 at 6%.
2002133$0$0-
Kleinbard LLC Employees' Savings Plan-33---
2001132$0$0-
Kleinbard LLC Employees' Savings Plan-32---
2000131$4,621,268$289,770$9,347iApproximate average salary by contribution assumption: employee only about $233,685 at 4% or $155,790 at 6%; with 50% employer match about $155,790 at 4% or $103,860 at 6%; with 100% employer match about $116,843 at 4% or $77,895 at 6%.
Kleinbard LLC Employees' Savings Plan-31$4,621,268$289,770$9,347iApproximate average salary by contribution assumption: employee only about $233,685 at 4% or $155,790 at 6%; with 50% employer match about $155,790 at 4% or $103,860 at 6%; with 100% employer match about $116,843 at 4% or $77,895 at 6%.