Civic Intelligence

Lorrie J. Klein, M.D., A.P.C.

Plan context: Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan

EIN 33-0629257 • Laguna Niguel, CA • 18 filings • 3 plans

30201 Golden Lantern, Suite BLaguna Niguel, CA 92677
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$1,831,555

2016 Contributions

$45,498

Historical Graphs

Total Assets Over Time

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

$1,831,555$915,778$0199920082015YearValue
$1,831,555Latest year 2015

Participants Over Time

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

63320199920072015YearValue
5Latest 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$45,498-
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-0$0$45,498-
201515$1,831,555$72,603$14,521iApproximate average salary by contribution assumption: employee only about $363,015 at 4% or $242,010 at 6%; with 50% employer match about $242,010 at 4% or $161,340 at 6%; with 100% employer match about $181,508 at 4% or $121,005 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-5$1,831,555$72,603$14,521iApproximate average salary by contribution assumption: employee only about $363,015 at 4% or $242,010 at 6%; with 50% employer match about $242,010 at 4% or $161,340 at 6%; with 100% employer match about $181,508 at 4% or $121,005 at 6%.
201416$1,702,719$476,514$79,419iApproximate average salary by contribution assumption: employee only about $1,985,475 at 4% or $1,323,650 at 6%; with 50% employer match about $1,323,650 at 4% or $882,433 at 6%; with 100% employer match about $992,738 at 4% or $661,825 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-6$1,702,719$476,514$79,419iApproximate average salary by contribution assumption: employee only about $1,985,475 at 4% or $1,323,650 at 6%; with 50% employer match about $1,323,650 at 4% or $882,433 at 6%; with 100% employer match about $992,738 at 4% or $661,825 at 6%.
201316$1,245,996$86,796$14,466iApproximate average salary by contribution assumption: employee only about $361,650 at 4% or $241,100 at 6%; with 50% employer match about $241,100 at 4% or $160,733 at 6%; with 100% employer match about $180,825 at 4% or $120,550 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-6$1,245,996$86,796$14,466iApproximate average salary by contribution assumption: employee only about $361,650 at 4% or $241,100 at 6%; with 50% employer match about $241,100 at 4% or $160,733 at 6%; with 100% employer match about $180,825 at 4% or $120,550 at 6%.
2012126$1,133,400$87,410$3,362iApproximate average salary by contribution assumption: employee only about $84,048 at 4% or $56,032 at 6%; with 50% employer match about $56,032 at 4% or $37,355 at 6%; with 100% employer match about $42,024 at 4% or $28,016 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-26$1,133,400$87,410$3,362iApproximate average salary by contribution assumption: employee only about $84,048 at 4% or $56,032 at 6%; with 50% employer match about $56,032 at 4% or $37,355 at 6%; with 100% employer match about $42,024 at 4% or $28,016 at 6%.
2011128$975,943$84,838$3,030iApproximate average salary by contribution assumption: employee only about $75,748 at 4% or $50,499 at 6%; with 50% employer match about $50,499 at 4% or $33,666 at 6%; with 100% employer match about $37,874 at 4% or $25,249 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-28$975,943$84,838$3,030iApproximate average salary by contribution assumption: employee only about $75,748 at 4% or $50,499 at 6%; with 50% employer match about $50,499 at 4% or $33,666 at 6%; with 100% employer match about $37,874 at 4% or $25,249 at 6%.
2010134$841,060$84,012$2,471iApproximate average salary by contribution assumption: employee only about $61,774 at 4% or $41,182 at 6%; with 50% employer match about $41,182 at 4% or $27,455 at 6%; with 100% employer match about $30,887 at 4% or $20,591 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-34$841,060$84,012$2,471iApproximate average salary by contribution assumption: employee only about $61,774 at 4% or $41,182 at 6%; with 50% employer match about $41,182 at 4% or $27,455 at 6%; with 100% employer match about $30,887 at 4% or $20,591 at 6%.
2009139$707,918$84,577$2,169iApproximate average salary by contribution assumption: employee only about $54,216 at 4% or $36,144 at 6%; with 50% employer match about $36,144 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-39$707,918$84,577$2,169iApproximate average salary by contribution assumption: employee only about $54,216 at 4% or $36,144 at 6%; with 50% employer match about $36,144 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%.
2008145$502,302$93,488$2,078iApproximate average salary by contribution assumption: employee only about $51,938 at 4% or $34,625 at 6%; with 50% employer match about $34,625 at 4% or $23,083 at 6%; with 100% employer match about $25,969 at 4% or $17,313 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-45$502,302$93,488$2,078iApproximate average salary by contribution assumption: employee only about $51,938 at 4% or $34,625 at 6%; with 50% employer match about $34,625 at 4% or $23,083 at 6%; with 100% employer match about $25,969 at 4% or $17,313 at 6%.
2007143$575,609$91,863$2,136iApproximate average salary by contribution assumption: employee only about $53,409 at 4% or $35,606 at 6%; with 50% employer match about $35,606 at 4% or $23,737 at 6%; with 100% employer match about $26,704 at 4% or $17,803 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-43$575,609$91,863$2,136iApproximate average salary by contribution assumption: employee only about $53,409 at 4% or $35,606 at 6%; with 50% employer match about $35,606 at 4% or $23,737 at 6%; with 100% employer match about $26,704 at 4% or $17,803 at 6%.
2006163$457,429$87,682$1,392iApproximate average salary by contribution assumption: employee only about $34,794 at 4% or $23,196 at 6%; with 50% employer match about $23,196 at 4% or $15,464 at 6%; with 100% employer match about $17,397 at 4% or $11,598 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-63$457,429$87,682$1,392iApproximate average salary by contribution assumption: employee only about $34,794 at 4% or $23,196 at 6%; with 50% employer match about $23,196 at 4% or $15,464 at 6%; with 100% employer match about $17,397 at 4% or $11,598 at 6%.
2005137$334,085$73,991$2,000iApproximate average salary by contribution assumption: employee only about $49,994 at 4% or $33,329 at 6%; with 50% employer match about $33,329 at 4% or $22,220 at 6%; with 100% employer match about $24,997 at 4% or $16,665 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-37$334,085$73,991$2,000iApproximate average salary by contribution assumption: employee only about $49,994 at 4% or $33,329 at 6%; with 50% employer match about $33,329 at 4% or $22,220 at 6%; with 100% employer match about $24,997 at 4% or $16,665 at 6%.
2004130$247,857$59,097$1,970iApproximate average salary by contribution assumption: employee only about $49,248 at 4% or $32,832 at 6%; with 50% employer match about $32,832 at 4% or $21,888 at 6%; with 100% employer match about $24,624 at 4% or $16,416 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-30$247,857$59,097$1,970iApproximate average salary by contribution assumption: employee only about $49,248 at 4% or $32,832 at 6%; with 50% employer match about $32,832 at 4% or $21,888 at 6%; with 100% employer match about $24,624 at 4% or $16,416 at 6%.
200313$174,990$45,310$15,103iApproximate average salary by contribution assumption: employee only about $377,583 at 4% or $251,722 at 6%; with 50% employer match about $251,722 at 4% or $167,815 at 6%; with 100% employer match about $188,792 at 4% or $125,861 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-3$174,990$45,310$15,103iApproximate average salary by contribution assumption: employee only about $377,583 at 4% or $251,722 at 6%; with 50% employer match about $251,722 at 4% or $167,815 at 6%; with 100% employer match about $188,792 at 4% or $125,861 at 6%.
200213$101,410$0-
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-3$101,410--
200115$0$0-
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-5---
200015$101,234$40,456$8,091iApproximate average salary by contribution assumption: employee only about $202,280 at 4% or $134,853 at 6%; with 50% employer match about $134,853 at 4% or $89,902 at 6%; with 100% employer match about $101,140 at 4% or $67,427 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-5$101,234$40,456$8,091iApproximate average salary by contribution assumption: employee only about $202,280 at 4% or $134,853 at 6%; with 50% employer match about $134,853 at 4% or $89,902 at 6%; with 100% employer match about $101,140 at 4% or $67,427 at 6%.
199915$77,601$38,443$7,689iApproximate average salary by contribution assumption: employee only about $192,215 at 4% or $128,143 at 6%; with 50% employer match about $128,143 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.
Lorrie J. Klein, M.D., A.P.C. Profit Sharing Plan-5$77,601$38,443$7,689iApproximate average salary by contribution assumption: employee only about $192,215 at 4% or $128,143 at 6%; with 50% employer match about $128,143 at 4% or $85,429 at 6%; with 100% employer match about $96,108 at 4% or $64,072 at 6%.