Civic Intelligence

Jeffrey a. Klein, M.D. Inc.

Plan context: Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan

EIN 33-0242318 • San Juan Capistrano, CA • 11 filings • 4 plans

30280 Rancho Viejo RdSan Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2010

2010 Participants

35

2010 Assets

$1,108,924

2010 Contributions

$67,306

Historical Graphs

Total Assets Over Time

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

$1,370,182$685,091$0199920042009YearValue
$1,108,924Latest year 2009

Participants Over Time

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

42210199920042009YearValue
35Latest year 2009

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
201010$0$67,306-
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-0$0$67,306-
2009135$1,108,924$144,761$4,136iApproximate average salary by contribution assumption: employee only about $103,401 at 4% or $68,934 at 6%; with 50% employer match about $68,934 at 4% or $45,956 at 6%; with 100% employer match about $51,700 at 4% or $34,467 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-35$1,108,924$144,761$4,136iApproximate average salary by contribution assumption: employee only about $103,401 at 4% or $68,934 at 6%; with 50% employer match about $68,934 at 4% or $45,956 at 6%; with 100% employer match about $51,700 at 4% or $34,467 at 6%.
2008138$1,002,934$124,563$3,278iApproximate average salary by contribution assumption: employee only about $81,949 at 4% or $54,633 at 6%; with 50% employer match about $54,633 at 4% or $36,422 at 6%; with 100% employer match about $40,975 at 4% or $27,316 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-38$1,002,934$124,563$3,278iApproximate average salary by contribution assumption: employee only about $81,949 at 4% or $54,633 at 6%; with 50% employer match about $54,633 at 4% or $36,422 at 6%; with 100% employer match about $40,975 at 4% or $27,316 at 6%.
2007124$1,370,182$139,207$5,800iApproximate average salary by contribution assumption: employee only about $145,007 at 4% or $96,672 at 6%; with 50% employer match about $96,672 at 4% or $64,448 at 6%; with 100% employer match about $72,504 at 4% or $48,336 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-24$1,370,182$139,207$5,800iApproximate average salary by contribution assumption: employee only about $145,007 at 4% or $96,672 at 6%; with 50% employer match about $96,672 at 4% or $64,448 at 6%; with 100% employer match about $72,504 at 4% or $48,336 at 6%.
2005142$1,144,929$171,147$4,075iApproximate average salary by contribution assumption: employee only about $101,873 at 4% or $67,915 at 6%; with 50% employer match about $67,915 at 4% or $45,277 at 6%; with 100% employer match about $50,937 at 4% or $33,958 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-42$1,144,929$171,147$4,075iApproximate average salary by contribution assumption: employee only about $101,873 at 4% or $67,915 at 6%; with 50% employer match about $67,915 at 4% or $45,277 at 6%; with 100% employer match about $50,937 at 4% or $33,958 at 6%.
2004142$900,556$119,753$2,851iApproximate average salary by contribution assumption: employee only about $71,282 at 4% or $47,521 at 6%; with 50% employer match about $47,521 at 4% or $31,681 at 6%; with 100% employer match about $35,641 at 4% or $23,761 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-42$900,556$119,753$2,851iApproximate average salary by contribution assumption: employee only about $71,282 at 4% or $47,521 at 6%; with 50% employer match about $47,521 at 4% or $31,681 at 6%; with 100% employer match about $35,641 at 4% or $23,761 at 6%.
2003134$668,829$103,161$3,034iApproximate average salary by contribution assumption: employee only about $75,854 at 4% or $50,569 at 6%; with 50% employer match about $50,569 at 4% or $33,713 at 6%; with 100% employer match about $37,927 at 4% or $25,285 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-34$668,829$103,161$3,034iApproximate average salary by contribution assumption: employee only about $75,854 at 4% or $50,569 at 6%; with 50% employer match about $50,569 at 4% or $33,713 at 6%; with 100% employer match about $37,927 at 4% or $25,285 at 6%.
200210$0$0-
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-0---
2001123$454,782$87,402$3,800iApproximate average salary by contribution assumption: employee only about $95,002 at 4% or $63,335 at 6%; with 50% employer match about $63,335 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-23$454,782$87,402$3,800iApproximate average salary by contribution assumption: employee only about $95,002 at 4% or $63,335 at 6%; with 50% employer match about $63,335 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%.
2000125$391,199$50,141$2,006iApproximate average salary by contribution assumption: employee only about $50,141 at 4% or $33,427 at 6%; with 50% employer match about $33,427 at 4% or $22,285 at 6%; with 100% employer match about $25,071 at 4% or $16,714 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-25$391,199$50,141$2,006iApproximate average salary by contribution assumption: employee only about $50,141 at 4% or $33,427 at 6%; with 50% employer match about $33,427 at 4% or $22,285 at 6%; with 100% employer match about $25,071 at 4% or $16,714 at 6%.
1999122$357,121$59,209$2,691iApproximate average salary by contribution assumption: employee only about $67,283 at 4% or $44,855 at 6%; with 50% employer match about $44,855 at 4% or $29,904 at 6%; with 100% employer match about $33,641 at 4% or $22,428 at 6%.
Jeffrey a. Klein, M.D. Inc. 401K Profit Sharing Plan-22$357,121$59,209$2,691iApproximate average salary by contribution assumption: employee only about $67,283 at 4% or $44,855 at 6%; with 50% employer match about $44,855 at 4% or $29,904 at 6%; with 100% employer match about $33,641 at 4% or $22,428 at 6%.