Civic Intelligence

Donald J Klein PC

Plan context: Donald J Klein PC Profit Sharing Plan

EIN 23-2143501 • Philadelphia, PA • 14 filings • 2 plans

1700 Sansom Street 3rd FloorPhiladelphia, PA 19103-5234
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,129,285

2019 Contributions

$34,875

Historical Graphs

Total Assets Over Time

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

$1,129,285$564,643$0199920132019YearValue
$1,129,285Latest year 2019

Participants Over Time

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

210199920132019YearValue
1Latest 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
201911$1,129,285$34,875$34,875iApproximate average salary by contribution assumption: employee only about $871,875 at 4% or $581,250 at 6%; with 50% employer match about $581,250 at 4% or $387,500 at 6%; with 100% employer match about $435,938 at 4% or $290,625 at 6%.
Donald J Klein PC Profit Sharing Plan-1$1,129,285$34,875$34,875iApproximate average salary by contribution assumption: employee only about $871,875 at 4% or $581,250 at 6%; with 50% employer match about $581,250 at 4% or $387,500 at 6%; with 100% employer match about $435,938 at 4% or $290,625 at 6%.
201811$923,821$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Donald J Klein PC Profit Sharing Plan-1$923,821$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201711$923,568$70,500$70,500iApproximate average salary by contribution assumption: employee only about $1,762,500 at 4% or $1,175,000 at 6%; with 50% employer match about $1,175,000 at 4% or $783,333 at 6%; with 100% employer match about $881,250 at 4% or $587,500 at 6%.
Donald J Klein PC Profit Sharing Plan-1$923,568$70,500$70,500iApproximate average salary by contribution assumption: employee only about $1,762,500 at 4% or $1,175,000 at 6%; with 50% employer match about $1,175,000 at 4% or $783,333 at 6%; with 100% employer match about $881,250 at 4% or $587,500 at 6%.
201611$735,402$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Donald J Klein PC Profit Sharing Plan-1$735,402$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
201511$641,439-$17,493-
Donald J Klein PC Profit Sharing Plan-1$641,439-$17,493-
201410$668,296$68,821-
Donald J Klein PC Profit Sharing Plan-0$668,296$68,821-
201312$611,965$78,101$39,051iApproximate average salary by contribution assumption: employee only about $976,263 at 4% or $650,842 at 6%; with 50% employer match about $650,842 at 4% or $433,894 at 6%; with 100% employer match about $488,131 at 4% or $325,421 at 6%.
Donald J Klein PC Profit Sharing Plan-2$611,965$78,101$39,051iApproximate average salary by contribution assumption: employee only about $976,263 at 4% or $650,842 at 6%; with 50% employer match about $650,842 at 4% or $433,894 at 6%; with 100% employer match about $488,131 at 4% or $325,421 at 6%.
201212$533,864$8,615$4,308iApproximate average salary by contribution assumption: employee only about $107,688 at 4% or $71,792 at 6%; with 50% employer match about $71,792 at 4% or $47,861 at 6%; with 100% employer match about $53,844 at 4% or $35,896 at 6%.
Donald J Klein PC Profit Sharing Plan-2$533,864$8,615$4,308iApproximate average salary by contribution assumption: employee only about $107,688 at 4% or $71,792 at 6%; with 50% employer match about $71,792 at 4% or $47,861 at 6%; with 100% employer match about $53,844 at 4% or $35,896 at 6%.
201112$474,753$19,496$9,748iApproximate average salary by contribution assumption: employee only about $243,700 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,311 at 6%; with 100% employer match about $121,850 at 4% or $81,233 at 6%.
Donald J Klein PC Profit Sharing Plan-2$474,753$19,496$9,748iApproximate average salary by contribution assumption: employee only about $243,700 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,311 at 6%; with 100% employer match about $121,850 at 4% or $81,233 at 6%.
201012$481,787$26,169$13,085iApproximate average salary by contribution assumption: employee only about $327,113 at 4% or $218,075 at 6%; with 50% employer match about $218,075 at 4% or $145,383 at 6%; with 100% employer match about $163,556 at 4% or $109,038 at 6%.
Donald J Klein PC Profit Sharing Plan-2$481,787$26,169$13,085iApproximate average salary by contribution assumption: employee only about $327,113 at 4% or $218,075 at 6%; with 50% employer match about $218,075 at 4% or $145,383 at 6%; with 100% employer match about $163,556 at 4% or $109,038 at 6%.
200912$413,487$130,776$65,388iApproximate average salary by contribution assumption: employee only about $1,634,700 at 4% or $1,089,800 at 6%; with 50% employer match about $1,089,800 at 4% or $726,533 at 6%; with 100% employer match about $817,350 at 4% or $544,900 at 6%.
Donald J Klein PC Profit Sharing Plan-2$413,487$130,776$65,388iApproximate average salary by contribution assumption: employee only about $1,634,700 at 4% or $1,089,800 at 6%; with 50% employer match about $1,089,800 at 4% or $726,533 at 6%; with 100% employer match about $817,350 at 4% or $544,900 at 6%.
200111$0$0-
Donald J Klein PC Profit Sharing Plan-1---
200010$177,731$25,500-
Donald J Klein PC Profit Sharing Plan-0$177,731$25,500-
199911$237,639$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Donald J Klein PC Profit Sharing Plan-1$237,639$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.