Civic Intelligence

Klein and Associates LLC

Plan context: Klein Associates 401 K Profit Sharing Plan Trust

EIN 27-1097701 • Farmington, UT • 7 filings • 2 plans

724 Sheringham CourtFarmington, UT 84025
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$242,133

2016 Contributions

$23,177

Historical Graphs

Total Assets Over Time

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

$242,133$121,067$0201020132015YearValue
$242,133Latest year 2015

Participants Over Time

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

420201020132015YearValue
4Latest year 2015

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
201610$0$23,177-
Klein Associates 401 K Profit Sharing Plan Trust-0$0$23,177-
201514$242,133$30,648$7,662iApproximate average salary by contribution assumption: employee only about $191,550 at 4% or $127,700 at 6%; with 50% employer match about $127,700 at 4% or $85,133 at 6%; with 100% employer match about $95,775 at 4% or $63,850 at 6%.
Klein Associates 401 K Profit Sharing Plan Trust-4$242,133$30,648$7,662iApproximate average salary by contribution assumption: employee only about $191,550 at 4% or $127,700 at 6%; with 50% employer match about $127,700 at 4% or $85,133 at 6%; with 100% employer match about $95,775 at 4% or $63,850 at 6%.
201414$207,133$33,903$8,476iApproximate average salary by contribution assumption: employee only about $211,894 at 4% or $141,263 at 6%; with 50% employer match about $141,263 at 4% or $94,175 at 6%; with 100% employer match about $105,947 at 4% or $70,631 at 6%.
Klein Associates 401 K Profit Sharing Plan Trust-4$207,133$33,903$8,476iApproximate average salary by contribution assumption: employee only about $211,894 at 4% or $141,263 at 6%; with 50% employer match about $141,263 at 4% or $94,175 at 6%; with 100% employer match about $105,947 at 4% or $70,631 at 6%.
201314$161,892$33,901$8,475iApproximate average salary by contribution assumption: employee only about $211,881 at 4% or $141,254 at 6%; with 50% employer match about $141,254 at 4% or $94,169 at 6%; with 100% employer match about $105,941 at 4% or $70,627 at 6%.
Klein Associates 401 K Profit Sharing Plan Trust-4$161,892$33,901$8,475iApproximate average salary by contribution assumption: employee only about $211,881 at 4% or $141,254 at 6%; with 50% employer match about $141,254 at 4% or $94,169 at 6%; with 100% employer match about $105,941 at 4% or $70,627 at 6%.
201214$90,286$30,639$7,660iApproximate average salary by contribution assumption: employee only about $191,494 at 4% or $127,663 at 6%; with 50% employer match about $127,663 at 4% or $85,108 at 6%; with 100% employer match about $95,747 at 4% or $63,831 at 6%.
Klein Associates 401 K Profit Sharing Plan Trust-4$90,286$30,639$7,660iApproximate average salary by contribution assumption: employee only about $191,494 at 4% or $127,663 at 6%; with 50% employer match about $127,663 at 4% or $85,108 at 6%; with 100% employer match about $95,747 at 4% or $63,831 at 6%.
201114$50,756$28,793$7,198iApproximate average salary by contribution assumption: employee only about $179,956 at 4% or $119,971 at 6%; with 50% employer match about $119,971 at 4% or $79,981 at 6%; with 100% employer match about $89,978 at 4% or $59,985 at 6%.
Klein Associates 401 K Profit Sharing Plan Trust-4$50,756$28,793$7,198iApproximate average salary by contribution assumption: employee only about $179,956 at 4% or $119,971 at 6%; with 50% employer match about $119,971 at 4% or $79,981 at 6%; with 100% employer match about $89,978 at 4% or $59,985 at 6%.
201012$27,148$24,658$12,329iApproximate average salary by contribution assumption: employee only about $308,225 at 4% or $205,483 at 6%; with 50% employer match about $205,483 at 4% or $136,989 at 6%; with 100% employer match about $154,113 at 4% or $102,742 at 6%.
Klein Associates 401 K Profit Sharing Plan Trust-2$27,148$24,658$12,329iApproximate average salary by contribution assumption: employee only about $308,225 at 4% or $205,483 at 6%; with 50% employer match about $205,483 at 4% or $136,989 at 6%; with 100% employer match about $154,113 at 4% or $102,742 at 6%.