Klein & Rizzo Inc.
Plan context: Klein & Rizzo Inc. Retirement Plan
EIN 23-2491622 • Williamsport, PA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$960,338
2024 Contributions
$57,472
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 | 9 | $960,338 | $57,472 | $6,386iApproximate average salary by contribution assumption: employee only about $159,644 at 4% or $106,430 at 6%; with 50% employer match about $106,430 at 4% or $70,953 at 6%; with 100% employer match about $79,822 at 4% or $53,215 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 9 | $960,338 | $57,472 | $6,386iApproximate average salary by contribution assumption: employee only about $159,644 at 4% or $106,430 at 6%; with 50% employer match about $106,430 at 4% or $70,953 at 6%; with 100% employer match about $79,822 at 4% or $53,215 at 6%. |
| 2023 | 1 | 10 | $1,001,074 | $63,125 | $6,313iApproximate average salary by contribution assumption: employee only about $157,813 at 4% or $105,208 at 6%; with 50% employer match about $105,208 at 4% or $70,139 at 6%; with 100% employer match about $78,906 at 4% or $52,604 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 10 | $1,001,074 | $63,125 | $6,313iApproximate average salary by contribution assumption: employee only about $157,813 at 4% or $105,208 at 6%; with 50% employer match about $105,208 at 4% or $70,139 at 6%; with 100% employer match about $78,906 at 4% or $52,604 at 6%. |
| 2022 | 1 | 10 | $887,176 | $59,762 | $5,976iApproximate average salary by contribution assumption: employee only about $149,405 at 4% or $99,603 at 6%; with 50% employer match about $99,603 at 4% or $66,402 at 6%; with 100% employer match about $74,703 at 4% or $49,802 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 10 | $887,176 | $59,762 | $5,976iApproximate average salary by contribution assumption: employee only about $149,405 at 4% or $99,603 at 6%; with 50% employer match about $99,603 at 4% or $66,402 at 6%; with 100% employer match about $74,703 at 4% or $49,802 at 6%. |
| 2021 | 1 | 12 | $1,024,000 | $57,832 | $4,819iApproximate average salary by contribution assumption: employee only about $120,483 at 4% or $80,322 at 6%; with 50% employer match about $80,322 at 4% or $53,548 at 6%; with 100% employer match about $60,242 at 4% or $40,161 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 12 | $1,024,000 | $57,832 | $4,819iApproximate average salary by contribution assumption: employee only about $120,483 at 4% or $80,322 at 6%; with 50% employer match about $80,322 at 4% or $53,548 at 6%; with 100% employer match about $60,242 at 4% or $40,161 at 6%. |
| 2020 | 1 | 12 | $891,243 | $50,497 | $4,208iApproximate average salary by contribution assumption: employee only about $105,202 at 4% or $70,135 at 6%; with 50% employer match about $70,135 at 4% or $46,756 at 6%; with 100% employer match about $52,601 at 4% or $35,067 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 12 | $891,243 | $50,497 | $4,208iApproximate average salary by contribution assumption: employee only about $105,202 at 4% or $70,135 at 6%; with 50% employer match about $70,135 at 4% or $46,756 at 6%; with 100% employer match about $52,601 at 4% or $35,067 at 6%. |
| 2019 | 1 | 12 | $820,385 | $45,613 | $3,801iApproximate average salary by contribution assumption: employee only about $95,027 at 4% or $63,351 at 6%; with 50% employer match about $63,351 at 4% or $42,234 at 6%; with 100% employer match about $47,514 at 4% or $31,676 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 12 | $820,385 | $45,613 | $3,801iApproximate average salary by contribution assumption: employee only about $95,027 at 4% or $63,351 at 6%; with 50% employer match about $63,351 at 4% or $42,234 at 6%; with 100% employer match about $47,514 at 4% or $31,676 at 6%. |
| 2018 | 1 | 13 | $939,204 | $69,542 | $5,349iApproximate average salary by contribution assumption: employee only about $133,735 at 4% or $89,156 at 6%; with 50% employer match about $89,156 at 4% or $59,438 at 6%; with 100% employer match about $66,867 at 4% or $44,578 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 13 | $939,204 | $69,542 | $5,349iApproximate average salary by contribution assumption: employee only about $133,735 at 4% or $89,156 at 6%; with 50% employer match about $89,156 at 4% or $59,438 at 6%; with 100% employer match about $66,867 at 4% or $44,578 at 6%. |
| 2017 | 1 | 12 | $927,241 | $68,280 | $5,690iApproximate average salary by contribution assumption: employee only about $142,250 at 4% or $94,833 at 6%; with 50% employer match about $94,833 at 4% or $63,222 at 6%; with 100% employer match about $71,125 at 4% or $47,417 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 12 | $927,241 | $68,280 | $5,690iApproximate average salary by contribution assumption: employee only about $142,250 at 4% or $94,833 at 6%; with 50% employer match about $94,833 at 4% or $63,222 at 6%; with 100% employer match about $71,125 at 4% or $47,417 at 6%. |
| 2016 | 1 | 12 | $773,113 | $45,644 | $3,804iApproximate average salary by contribution assumption: employee only about $95,092 at 4% or $63,394 at 6%; with 50% employer match about $63,394 at 4% or $42,263 at 6%; with 100% employer match about $47,546 at 4% or $31,697 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 12 | $773,113 | $45,644 | $3,804iApproximate average salary by contribution assumption: employee only about $95,092 at 4% or $63,394 at 6%; with 50% employer match about $63,394 at 4% or $42,263 at 6%; with 100% employer match about $47,546 at 4% or $31,697 at 6%. |
| 2015 | 1 | 12 | $690,418 | $43,902 | $3,659iApproximate average salary by contribution assumption: employee only about $91,463 at 4% or $60,975 at 6%; with 50% employer match about $60,975 at 4% or $40,650 at 6%; with 100% employer match about $45,731 at 4% or $30,488 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 12 | $690,418 | $43,902 | $3,659iApproximate average salary by contribution assumption: employee only about $91,463 at 4% or $60,975 at 6%; with 50% employer match about $60,975 at 4% or $40,650 at 6%; with 100% employer match about $45,731 at 4% or $30,488 at 6%. |
| 2014 | 1 | 11 | $661,959 | $32,581 | $2,962iApproximate average salary by contribution assumption: employee only about $74,048 at 4% or $49,365 at 6%; with 50% employer match about $49,365 at 4% or $32,910 at 6%; with 100% employer match about $37,024 at 4% or $24,683 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 11 | $661,959 | $32,581 | $2,962iApproximate average salary by contribution assumption: employee only about $74,048 at 4% or $49,365 at 6%; with 50% employer match about $49,365 at 4% or $32,910 at 6%; with 100% employer match about $37,024 at 4% or $24,683 at 6%. |
| 2013 | 1 | 11 | $717,841 | $31,881 | $2,898iApproximate average salary by contribution assumption: employee only about $72,457 at 4% or $48,305 at 6%; with 50% employer match about $48,305 at 4% or $32,203 at 6%; with 100% employer match about $36,228 at 4% or $24,152 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 11 | $717,841 | $31,881 | $2,898iApproximate average salary by contribution assumption: employee only about $72,457 at 4% or $48,305 at 6%; with 50% employer match about $48,305 at 4% or $32,203 at 6%; with 100% employer match about $36,228 at 4% or $24,152 at 6%. |
| 2012 | 1 | 10 | $632,366 | $34,592 | $3,459iApproximate average salary by contribution assumption: employee only about $86,480 at 4% or $57,653 at 6%; with 50% employer match about $57,653 at 4% or $38,436 at 6%; with 100% employer match about $43,240 at 4% or $28,827 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 10 | $632,366 | $34,592 | $3,459iApproximate average salary by contribution assumption: employee only about $86,480 at 4% or $57,653 at 6%; with 50% employer match about $57,653 at 4% or $38,436 at 6%; with 100% employer match about $43,240 at 4% or $28,827 at 6%. |
| 2011 | 1 | 10 | $540,848 | $54,149 | $5,415iApproximate average salary by contribution assumption: employee only about $135,373 at 4% or $90,248 at 6%; with 50% employer match about $90,248 at 4% or $60,166 at 6%; with 100% employer match about $67,686 at 4% or $45,124 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 10 | $540,848 | $54,149 | $5,415iApproximate average salary by contribution assumption: employee only about $135,373 at 4% or $90,248 at 6%; with 50% employer match about $90,248 at 4% or $60,166 at 6%; with 100% employer match about $67,686 at 4% or $45,124 at 6%. |
| 2010 | 1 | 9 | $551,972 | $55,131 | $6,126iApproximate average salary by contribution assumption: employee only about $153,142 at 4% or $102,094 at 6%; with 50% employer match about $102,094 at 4% or $68,063 at 6%; with 100% employer match about $76,571 at 4% or $51,047 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 9 | $551,972 | $55,131 | $6,126iApproximate average salary by contribution assumption: employee only about $153,142 at 4% or $102,094 at 6%; with 50% employer match about $102,094 at 4% or $68,063 at 6%; with 100% employer match about $76,571 at 4% or $51,047 at 6%. |
| 2009 | 1 | 8 | $457,725 | $53,069 | $6,634iApproximate average salary by contribution assumption: employee only about $165,841 at 4% or $110,560 at 6%; with 50% employer match about $110,560 at 4% or $73,707 at 6%; with 100% employer match about $82,920 at 4% or $55,280 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 8 | $457,725 | $53,069 | $6,634iApproximate average salary by contribution assumption: employee only about $165,841 at 4% or $110,560 at 6%; with 50% employer match about $110,560 at 4% or $73,707 at 6%; with 100% employer match about $82,920 at 4% or $55,280 at 6%. |
| 2008 | 1 | 8 | $324,353 | $46,394 | $5,799iApproximate average salary by contribution assumption: employee only about $144,981 at 4% or $96,654 at 6%; with 50% employer match about $96,654 at 4% or $64,436 at 6%; with 100% employer match about $72,491 at 4% or $48,327 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 8 | $324,353 | $46,394 | $5,799iApproximate average salary by contribution assumption: employee only about $144,981 at 4% or $96,654 at 6%; with 50% employer match about $96,654 at 4% or $64,436 at 6%; with 100% employer match about $72,491 at 4% or $48,327 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Klein & Rizzo Inc. Retirement Plan | - | 10 | - | - | - |
| 2006 | 1 | 8 | $549,762 | $30,095 | $3,762iApproximate average salary by contribution assumption: employee only about $94,047 at 4% or $62,698 at 6%; with 50% employer match about $62,698 at 4% or $41,799 at 6%; with 100% employer match about $47,023 at 4% or $31,349 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 8 | $549,762 | $30,095 | $3,762iApproximate average salary by contribution assumption: employee only about $94,047 at 4% or $62,698 at 6%; with 50% employer match about $62,698 at 4% or $41,799 at 6%; with 100% employer match about $47,023 at 4% or $31,349 at 6%. |
| 2005 | 1 | 7 | $467,984 | $70,249 | $10,036iApproximate average salary by contribution assumption: employee only about $250,889 at 4% or $167,260 at 6%; with 50% employer match about $167,260 at 4% or $111,506 at 6%; with 100% employer match about $125,445 at 4% or $83,630 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 7 | $467,984 | $70,249 | $10,036iApproximate average salary by contribution assumption: employee only about $250,889 at 4% or $167,260 at 6%; with 50% employer match about $167,260 at 4% or $111,506 at 6%; with 100% employer match about $125,445 at 4% or $83,630 at 6%. |
| 2004 | 1 | 8 | $412,193 | $56,838 | $7,105iApproximate average salary by contribution assumption: employee only about $177,619 at 4% or $118,413 at 6%; with 50% employer match about $118,413 at 4% or $78,942 at 6%; with 100% employer match about $88,809 at 4% or $59,206 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 8 | $412,193 | $56,838 | $7,105iApproximate average salary by contribution assumption: employee only about $177,619 at 4% or $118,413 at 6%; with 50% employer match about $118,413 at 4% or $78,942 at 6%; with 100% employer match about $88,809 at 4% or $59,206 at 6%. |
| 2003 | 1 | 6 | $313,813 | $53,022 | $8,837iApproximate average salary by contribution assumption: employee only about $220,925 at 4% or $147,283 at 6%; with 50% employer match about $147,283 at 4% or $98,189 at 6%; with 100% employer match about $110,463 at 4% or $73,642 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 6 | $313,813 | $53,022 | $8,837iApproximate average salary by contribution assumption: employee only about $220,925 at 4% or $147,283 at 6%; with 50% employer match about $147,283 at 4% or $98,189 at 6%; with 100% employer match about $110,463 at 4% or $73,642 at 6%. |
| 2002 | 1 | 7 | $204,638 | $45,341 | $6,477iApproximate average salary by contribution assumption: employee only about $161,932 at 4% or $107,955 at 6%; with 50% employer match about $107,955 at 4% or $71,970 at 6%; with 100% employer match about $80,966 at 4% or $53,977 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 7 | $204,638 | $45,341 | $6,477iApproximate average salary by contribution assumption: employee only about $161,932 at 4% or $107,955 at 6%; with 50% employer match about $107,955 at 4% or $71,970 at 6%; with 100% employer match about $80,966 at 4% or $53,977 at 6%. |
| 2001 | 1 | 7 | $226,830 | $45,682 | $6,526iApproximate average salary by contribution assumption: employee only about $163,150 at 4% or $108,767 at 6%; with 50% employer match about $108,767 at 4% or $72,511 at 6%; with 100% employer match about $81,575 at 4% or $54,383 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 7 | $226,830 | $45,682 | $6,526iApproximate average salary by contribution assumption: employee only about $163,150 at 4% or $108,767 at 6%; with 50% employer match about $108,767 at 4% or $72,511 at 6%; with 100% employer match about $81,575 at 4% or $54,383 at 6%. |
| 2000 | 1 | 7 | $214,491 | $36,602 | $5,229iApproximate average salary by contribution assumption: employee only about $130,721 at 4% or $87,148 at 6%; with 50% employer match about $87,148 at 4% or $58,098 at 6%; with 100% employer match about $65,361 at 4% or $43,574 at 6%. |
| KLEIN & RIZZO, INC. RETIREMENT PLAN | - | 7 | $214,491 | $36,602 | $5,229iApproximate average salary by contribution assumption: employee only about $130,721 at 4% or $87,148 at 6%; with 50% employer match about $87,148 at 4% or $58,098 at 6%; with 100% employer match about $65,361 at 4% or $43,574 at 6%. |
| 1999 | 1 | 5 | $182,164 | $25,867 | $5,173iApproximate average salary by contribution assumption: employee only about $129,335 at 4% or $86,223 at 6%; with 50% employer match about $86,223 at 4% or $57,482 at 6%; with 100% employer match about $64,667 at 4% or $43,112 at 6%. |
| Klein & Rizzo Inc. Retirement Plan | - | 5 | $182,164 | $25,867 | $5,173iApproximate average salary by contribution assumption: employee only about $129,335 at 4% or $86,223 at 6%; with 50% employer match about $86,223 at 4% or $57,482 at 6%; with 100% employer match about $64,667 at 4% or $43,112 at 6%. |