Civic Intelligence

Klein & Wilson

Plan context: Klein & Wilson 401(K) Profit Sharing Plan

EIN 33-0669303 • Newport Beach, CA • 36 filings • 5 plans

4770 Von Karman AvenueNewport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$7,698,928

2024 Contributions

$751,734

Historical Graphs

Total Assets Over Time

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

$12,345,643$6,172,822$0200020122024YearValue
$7,698,928Latest year 2024

Participants Over Time

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

1790200020122024YearValue
16Latest year 2024

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
2024216$7,698,928$751,734$46,983iApproximate average salary by contribution assumption: employee only about $1,174,584 at 4% or $783,056 at 6%; with 50% employer match about $783,056 at 4% or $522,038 at 6%; with 100% employer match about $587,292 at 4% or $391,528 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-16$7,698,928$463,403$28,963iApproximate average salary by contribution assumption: employee only about $724,067 at 4% or $482,711 at 6%; with 50% employer match about $482,711 at 4% or $321,808 at 6%; with 100% employer match about $362,034 at 4% or $241,356 at 6%.
Klein & Wilson Defined Benefit Pension Plan-0$0$288,331-
2023217$12,345,643$992,009$58,353iApproximate average salary by contribution assumption: employee only about $1,458,837 at 4% or $972,558 at 6%; with 50% employer match about $972,558 at 4% or $648,372 at 6%; with 100% employer match about $729,418 at 4% or $486,279 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-17$6,468,883$399,009$23,471iApproximate average salary by contribution assumption: employee only about $586,778 at 4% or $391,185 at 6%; with 50% employer match about $391,185 at 4% or $260,790 at 6%; with 100% employer match about $293,389 at 4% or $195,593 at 6%.
Klein & Wilson Defined Benefit Pension Plan-12$5,876,760$593,000$49,417iApproximate average salary by contribution assumption: employee only about $1,235,417 at 4% or $823,611 at 6%; with 50% employer match about $823,611 at 4% or $549,074 at 6%; with 100% employer match about $617,708 at 4% or $411,806 at 6%.
2022217$9,625,502$871,290$51,252iApproximate average salary by contribution assumption: employee only about $1,281,309 at 4% or $854,206 at 6%; with 50% employer match about $854,206 at 4% or $569,471 at 6%; with 100% employer match about $640,654 at 4% or $427,103 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-17$5,555,055$278,290$16,370iApproximate average salary by contribution assumption: employee only about $409,250 at 4% or $272,833 at 6%; with 50% employer match about $272,833 at 4% or $181,889 at 6%; with 100% employer match about $204,625 at 4% or $136,417 at 6%.
Klein & Wilson Defined Benefit Pension Plan-13$4,070,447$593,000$45,615iApproximate average salary by contribution assumption: employee only about $1,140,385 at 4% or $760,256 at 6%; with 50% employer match about $760,256 at 4% or $506,838 at 6%; with 100% employer match about $570,192 at 4% or $380,128 at 6%.
2021216$9,892,640$719,208$44,951iApproximate average salary by contribution assumption: employee only about $1,123,763 at 4% or $749,175 at 6%; with 50% employer match about $749,175 at 4% or $499,450 at 6%; with 100% employer match about $561,881 at 4% or $374,588 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-16$5,486,701$233,619$14,601iApproximate average salary by contribution assumption: employee only about $365,030 at 4% or $243,353 at 6%; with 50% employer match about $243,353 at 4% or $162,235 at 6%; with 100% employer match about $182,515 at 4% or $121,677 at 6%.
Klein & Wilson Defined Benefit Pension Plan-8$4,405,939$485,589$60,699iApproximate average salary by contribution assumption: employee only about $1,517,466 at 4% or $1,011,644 at 6%; with 50% employer match about $1,011,644 at 4% or $674,429 at 6%; with 100% employer match about $758,733 at 4% or $505,822 at 6%.
2020214$7,823,322$539,882$38,563iApproximate average salary by contribution assumption: employee only about $964,075 at 4% or $642,717 at 6%; with 50% employer match about $642,717 at 4% or $428,478 at 6%; with 100% employer match about $482,038 at 4% or $321,358 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-14$4,520,063$239,882$17,134iApproximate average salary by contribution assumption: employee only about $428,361 at 4% or $285,574 at 6%; with 50% employer match about $285,574 at 4% or $190,383 at 6%; with 100% employer match about $214,180 at 4% or $142,787 at 6%.
Klein & Wilson Defined Benefit Pension Plan-12$3,303,259$300,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2019214$6,899,633$430,221$30,730iApproximate average salary by contribution assumption: employee only about $768,252 at 4% or $512,168 at 6%; with 50% employer match about $512,168 at 4% or $341,445 at 6%; with 100% employer match about $384,126 at 4% or $256,084 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-14$4,243,575$230,221$16,444iApproximate average salary by contribution assumption: employee only about $411,109 at 4% or $274,073 at 6%; with 50% employer match about $274,073 at 4% or $182,715 at 6%; with 100% employer match about $205,554 at 4% or $137,036 at 6%.
Klein & Wilson Defined Benefit Pension Plan-12$2,656,058$200,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2018214$5,454,365$539,844$38,560iApproximate average salary by contribution assumption: employee only about $964,007 at 4% or $642,671 at 6%; with 50% employer match about $642,671 at 4% or $428,448 at 6%; with 100% employer match about $482,004 at 4% or $321,336 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-14$3,504,712$191,844$13,703iApproximate average salary by contribution assumption: employee only about $342,579 at 4% or $228,386 at 6%; with 50% employer match about $228,386 at 4% or $152,257 at 6%; with 100% employer match about $171,289 at 4% or $114,193 at 6%.
Klein & Wilson Defined Benefit Pension Plan-12$1,949,653$348,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
2017210$4,633,260$561,240$56,124iApproximate average salary by contribution assumption: employee only about $1,403,100 at 4% or $935,400 at 6%; with 50% employer match about $935,400 at 4% or $623,600 at 6%; with 100% employer match about $701,550 at 4% or $467,700 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-10$2,921,042$161,240$16,124iApproximate average salary by contribution assumption: employee only about $403,100 at 4% or $268,733 at 6%; with 50% employer match about $268,733 at 4% or $179,156 at 6%; with 100% employer match about $201,550 at 4% or $134,367 at 6%.
Klein & Wilson Defined Benefit Pension Plan-10$1,712,218$400,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201628$3,582,252$448,975$56,122iApproximate average salary by contribution assumption: employee only about $1,403,047 at 4% or $935,365 at 6%; with 50% employer match about $935,365 at 4% or $623,576 at 6%; with 100% employer match about $701,523 at 4% or $467,682 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-7$2,493,666$108,975$15,568iApproximate average salary by contribution assumption: employee only about $389,196 at 4% or $259,464 at 6%; with 50% employer match about $259,464 at 4% or $172,976 at 6%; with 100% employer match about $194,598 at 4% or $129,732 at 6%.
Klein & Wilson Defined Benefit Pension Plan-8$1,088,586$340,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
201528$2,921,396$386,500$48,313iApproximate average salary by contribution assumption: employee only about $1,207,813 at 4% or $805,208 at 6%; with 50% employer match about $805,208 at 4% or $536,806 at 6%; with 100% employer match about $603,906 at 4% or $402,604 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-6$2,239,099$48,500$8,083iApproximate average salary by contribution assumption: employee only about $202,083 at 4% or $134,722 at 6%; with 50% employer match about $134,722 at 4% or $89,815 at 6%; with 100% employer match about $101,042 at 4% or $67,361 at 6%.
Klein & Wilson Defined Benefit Pension Plan-8$682,297$338,000$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
201428$2,813,584$541,877$67,735iApproximate average salary by contribution assumption: employee only about $1,693,366 at 4% or $1,128,910 at 6%; with 50% employer match about $1,128,910 at 4% or $752,607 at 6%; with 100% employer match about $846,683 at 4% or $564,455 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-7$2,473,584$201,877$28,840iApproximate average salary by contribution assumption: employee only about $720,989 at 4% or $480,660 at 6%; with 50% employer match about $480,660 at 4% or $320,440 at 6%; with 100% employer match about $360,495 at 4% or $240,330 at 6%.
Klein & Wilson Defined Benefit Pension Plan-8$340,000$340,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
201317$2,067,565$454,551$64,936iApproximate average salary by contribution assumption: employee only about $1,623,396 at 4% or $1,082,264 at 6%; with 50% employer match about $1,082,264 at 4% or $721,510 at 6%; with 100% employer match about $811,698 at 4% or $541,132 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-7$2,067,565$454,551$64,936iApproximate average salary by contribution assumption: employee only about $1,623,396 at 4% or $1,082,264 at 6%; with 50% employer match about $1,082,264 at 4% or $721,510 at 6%; with 100% employer match about $811,698 at 4% or $541,132 at 6%.
201216$1,400,277$116,073$19,346iApproximate average salary by contribution assumption: employee only about $483,638 at 4% or $322,425 at 6%; with 50% employer match about $322,425 at 4% or $214,950 at 6%; with 100% employer match about $241,819 at 4% or $161,213 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-6$1,400,277$116,073$19,346iApproximate average salary by contribution assumption: employee only about $483,638 at 4% or $322,425 at 6%; with 50% employer match about $322,425 at 4% or $214,950 at 6%; with 100% employer match about $241,819 at 4% or $161,213 at 6%.
201117$1,247,333$119,235$17,034iApproximate average salary by contribution assumption: employee only about $425,839 at 4% or $283,893 at 6%; with 50% employer match about $283,893 at 4% or $189,262 at 6%; with 100% employer match about $212,920 at 4% or $141,946 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-7$1,247,333$119,235$17,034iApproximate average salary by contribution assumption: employee only about $425,839 at 4% or $283,893 at 6%; with 50% employer match about $283,893 at 4% or $189,262 at 6%; with 100% employer match about $212,920 at 4% or $141,946 at 6%.
201017$1,375,722$114,819$16,403iApproximate average salary by contribution assumption: employee only about $410,068 at 4% or $273,379 at 6%; with 50% employer match about $273,379 at 4% or $182,252 at 6%; with 100% employer match about $205,034 at 4% or $136,689 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-7$1,375,722$114,819$16,403iApproximate average salary by contribution assumption: employee only about $410,068 at 4% or $273,379 at 6%; with 50% employer match about $273,379 at 4% or $182,252 at 6%; with 100% employer match about $205,034 at 4% or $136,689 at 6%.
200916$1,101,181$114,107$19,018iApproximate average salary by contribution assumption: employee only about $475,446 at 4% or $316,964 at 6%; with 50% employer match about $316,964 at 4% or $211,309 at 6%; with 100% employer match about $237,723 at 4% or $158,482 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-6$1,101,181$114,107$19,018iApproximate average salary by contribution assumption: employee only about $475,446 at 4% or $316,964 at 6%; with 50% employer match about $316,964 at 4% or $211,309 at 6%; with 100% employer match about $237,723 at 4% or $158,482 at 6%.
200816$791,320$107,807$17,968iApproximate average salary by contribution assumption: employee only about $449,196 at 4% or $299,464 at 6%; with 50% employer match about $299,464 at 4% or $199,643 at 6%; with 100% employer match about $224,598 at 4% or $149,732 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-6$791,320$107,807$17,968iApproximate average salary by contribution assumption: employee only about $449,196 at 4% or $299,464 at 6%; with 50% employer match about $299,464 at 4% or $199,643 at 6%; with 100% employer match about $224,598 at 4% or $149,732 at 6%.
200716$1,146,613$106,041$17,674iApproximate average salary by contribution assumption: employee only about $441,838 at 4% or $294,558 at 6%; with 50% employer match about $294,558 at 4% or $196,372 at 6%; with 100% employer match about $220,919 at 4% or $147,279 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-6$1,146,613$106,041$17,674iApproximate average salary by contribution assumption: employee only about $441,838 at 4% or $294,558 at 6%; with 50% employer match about $294,558 at 4% or $196,372 at 6%; with 100% employer match about $220,919 at 4% or $147,279 at 6%.
200615$960,968$107,743$21,549iApproximate average salary by contribution assumption: employee only about $538,715 at 4% or $359,143 at 6%; with 50% employer match about $359,143 at 4% or $239,429 at 6%; with 100% employer match about $269,358 at 4% or $179,572 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-5$960,968$107,743$21,549iApproximate average salary by contribution assumption: employee only about $538,715 at 4% or $359,143 at 6%; with 50% employer match about $359,143 at 4% or $239,429 at 6%; with 100% employer match about $269,358 at 4% or $179,572 at 6%.
200514$743,327$94,062$23,516iApproximate average salary by contribution assumption: employee only about $587,888 at 4% or $391,925 at 6%; with 50% employer match about $391,925 at 4% or $261,283 at 6%; with 100% employer match about $293,944 at 4% or $195,963 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-4$743,327$94,062$23,516iApproximate average salary by contribution assumption: employee only about $587,888 at 4% or $391,925 at 6%; with 50% employer match about $391,925 at 4% or $261,283 at 6%; with 100% employer match about $293,944 at 4% or $195,963 at 6%.
200414$584,721$87,940$21,985iApproximate average salary by contribution assumption: employee only about $549,625 at 4% or $366,417 at 6%; with 50% employer match about $366,417 at 4% or $244,278 at 6%; with 100% employer match about $274,813 at 4% or $183,208 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-4$584,721$87,940$21,985iApproximate average salary by contribution assumption: employee only about $549,625 at 4% or $366,417 at 6%; with 50% employer match about $366,417 at 4% or $244,278 at 6%; with 100% employer match about $274,813 at 4% or $183,208 at 6%.
200314$444,243$88,905$22,226iApproximate average salary by contribution assumption: employee only about $555,656 at 4% or $370,438 at 6%; with 50% employer match about $370,438 at 4% or $246,958 at 6%; with 100% employer match about $277,828 at 4% or $185,219 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-4$444,243$88,905$22,226iApproximate average salary by contribution assumption: employee only about $555,656 at 4% or $370,438 at 6%; with 50% employer match about $370,438 at 4% or $246,958 at 6%; with 100% employer match about $277,828 at 4% or $185,219 at 6%.
200214$275,220$89,320$22,330iApproximate average salary by contribution assumption: employee only about $558,250 at 4% or $372,167 at 6%; with 50% employer match about $372,167 at 4% or $248,111 at 6%; with 100% employer match about $279,125 at 4% or $186,083 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-4$275,220$89,320$22,330iApproximate average salary by contribution assumption: employee only about $558,250 at 4% or $372,167 at 6%; with 50% employer match about $372,167 at 4% or $248,111 at 6%; with 100% employer match about $279,125 at 4% or $186,083 at 6%.
200113$234,005$62,191$20,730iApproximate average salary by contribution assumption: employee only about $518,258 at 4% or $345,506 at 6%; with 50% employer match about $345,506 at 4% or $230,337 at 6%; with 100% employer match about $259,129 at 4% or $172,753 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-3$234,005$62,191$20,730iApproximate average salary by contribution assumption: employee only about $518,258 at 4% or $345,506 at 6%; with 50% employer match about $345,506 at 4% or $230,337 at 6%; with 100% employer match about $259,129 at 4% or $172,753 at 6%.
200012$195,518$56,547$28,274iApproximate average salary by contribution assumption: employee only about $706,838 at 4% or $471,225 at 6%; with 50% employer match about $471,225 at 4% or $314,150 at 6%; with 100% employer match about $353,419 at 4% or $235,613 at 6%.
Klein & Wilson 401(K) Profit Sharing Plan-2$195,518$56,547$28,274iApproximate average salary by contribution assumption: employee only about $706,838 at 4% or $471,225 at 6%; with 50% employer match about $471,225 at 4% or $314,150 at 6%; with 100% employer match about $353,419 at 4% or $235,613 at 6%.