Klein Management Company
Plan context: Klein Group Profit Sharing Plan
EIN 34-1143353 • Independence, OH • 48 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$4,981,171
2024 Contributions
$268,783
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 | 2 | 20 | $4,981,171 | $268,783 | $13,439iApproximate average salary by contribution assumption: employee only about $335,979 at 4% or $223,986 at 6%; with 50% employer match about $223,986 at 4% or $149,324 at 6%; with 100% employer match about $167,989 at 4% or $111,993 at 6%. |
| Klein Group Profit Sharing Plan | - | 20 | $4,961,762 | $146,494 | $7,325iApproximate average salary by contribution assumption: employee only about $183,118 at 4% or $122,078 at 6%; with 50% employer match about $122,078 at 4% or $81,386 at 6%; with 100% employer match about $91,559 at 4% or $61,039 at 6%. |
| Klein Management Company Soca Benefit Plan | - | 8 | $19,409 | $122,289 | $15,286iApproximate average salary by contribution assumption: employee only about $382,153 at 4% or $254,769 at 6%; with 50% employer match about $254,769 at 4% or $169,846 at 6%; with 100% employer match about $191,077 at 4% or $127,384 at 6%. |
| 2023 | 2 | 20 | $5,545,787 | $221,917 | $11,096iApproximate average salary by contribution assumption: employee only about $277,396 at 4% or $184,931 at 6%; with 50% employer match about $184,931 at 4% or $123,287 at 6%; with 100% employer match about $138,698 at 4% or $92,465 at 6%. |
| Klein Group Profit Sharing Plan | - | 20 | $5,530,371 | $114,945 | $5,747iApproximate average salary by contribution assumption: employee only about $143,681 at 4% or $95,788 at 6%; with 50% employer match about $95,788 at 4% or $63,858 at 6%; with 100% employer match about $71,841 at 4% or $47,894 at 6%. |
| Klein Management Company Soca Benefit Plan | - | 8 | $15,416 | $106,972 | $13,372iApproximate average salary by contribution assumption: employee only about $334,288 at 4% or $222,858 at 6%; with 50% employer match about $222,858 at 4% or $148,572 at 6%; with 100% employer match about $167,144 at 4% or $111,429 at 6%. |
| 2022 | 2 | 20 | $5,035,327 | $273,865 | $13,693iApproximate average salary by contribution assumption: employee only about $342,331 at 4% or $228,221 at 6%; with 50% employer match about $228,221 at 4% or $152,147 at 6%; with 100% employer match about $171,166 at 4% or $114,110 at 6%. |
| Klein Group Profit Sharing Plan | - | 20 | $5,020,756 | $194,280 | $9,714iApproximate average salary by contribution assumption: employee only about $242,850 at 4% or $161,900 at 6%; with 50% employer match about $161,900 at 4% or $107,933 at 6%; with 100% employer match about $121,425 at 4% or $80,950 at 6%. |
| Klein Management Company Soca Benefit Plan | - | 7 | $14,571 | $79,585 | $11,369iApproximate average salary by contribution assumption: employee only about $284,232 at 4% or $189,488 at 6%; with 50% employer match about $189,488 at 4% or $126,325 at 6%; with 100% employer match about $142,116 at 4% or $94,744 at 6%. |
| 2021 | 2 | 21 | $6,415,903 | $220,986 | $10,523iApproximate average salary by contribution assumption: employee only about $263,079 at 4% or $175,386 at 6%; with 50% employer match about $175,386 at 4% or $116,924 at 6%; with 100% employer match about $131,539 at 4% or $87,693 at 6%. |
| Klein Group Profit Sharing Plan | - | 21 | $6,405,967 | $147,032 | $7,002iApproximate average salary by contribution assumption: employee only about $175,038 at 4% or $116,692 at 6%; with 50% employer match about $116,692 at 4% or $77,795 at 6%; with 100% employer match about $87,519 at 4% or $58,346 at 6%. |
| Klein Management Company Soca Benefit Plan | - | 7 | $9,936 | $73,954 | $10,565iApproximate average salary by contribution assumption: employee only about $264,121 at 4% or $176,081 at 6%; with 50% employer match about $176,081 at 4% or $117,387 at 6%; with 100% employer match about $132,061 at 4% or $88,040 at 6%. |
| 2020 | 2 | 22 | $6,169,175 | $214,323 | $9,742iApproximate average salary by contribution assumption: employee only about $243,549 at 4% or $162,366 at 6%; with 50% employer match about $162,366 at 4% or $108,244 at 6%; with 100% employer match about $121,774 at 4% or $81,183 at 6%. |
| Klein Group Profit Sharing Plan | - | 22 | $6,162,273 | $144,632 | $6,574iApproximate average salary by contribution assumption: employee only about $164,355 at 4% or $109,570 at 6%; with 50% employer match about $109,570 at 4% or $73,046 at 6%; with 100% employer match about $82,177 at 4% or $54,785 at 6%. |
| Klein Management Company Soca Benefit Plan | - | 7 | $6,902 | $69,691 | $9,956iApproximate average salary by contribution assumption: employee only about $248,896 at 4% or $165,931 at 6%; with 50% employer match about $165,931 at 4% or $110,621 at 6%; with 100% employer match about $124,448 at 4% or $82,965 at 6%. |
| 2019 | 2 | 22 | $5,621,788 | $144,823 | $6,583iApproximate average salary by contribution assumption: employee only about $164,572 at 4% or $109,714 at 6%; with 50% employer match about $109,714 at 4% or $73,143 at 6%; with 100% employer match about $82,286 at 4% or $54,857 at 6%. |
| Klein Group Profit Sharing Plan | - | 22 | $5,618,838 | $122,574 | $5,572iApproximate average salary by contribution assumption: employee only about $139,289 at 4% or $92,859 at 6%; with 50% employer match about $92,859 at 4% or $61,906 at 6%; with 100% employer match about $69,644 at 4% or $46,430 at 6%. |
| Klein Management Company Soca Benefit Plan | - | 7 | $2,950 | $22,249 | $3,178iApproximate average salary by contribution assumption: employee only about $79,461 at 4% or $52,974 at 6%; with 50% employer match about $52,974 at 4% or $35,316 at 6%; with 100% employer match about $39,730 at 4% or $26,487 at 6%. |
| 2018 | 1 | 22 | $4,823,190 | $118,426 | $5,383iApproximate average salary by contribution assumption: employee only about $134,575 at 4% or $89,717 at 6%; with 50% employer match about $89,717 at 4% or $59,811 at 6%; with 100% employer match about $67,288 at 4% or $44,858 at 6%. |
| Klein Group Profit Sharing Plan | - | 22 | $4,823,190 | $118,426 | $5,383iApproximate average salary by contribution assumption: employee only about $134,575 at 4% or $89,717 at 6%; with 50% employer match about $89,717 at 4% or $59,811 at 6%; with 100% employer match about $67,288 at 4% or $44,858 at 6%. |
| 2017 | 1 | 23 | $5,548,443 | $118,159 | $5,137iApproximate average salary by contribution assumption: employee only about $128,434 at 4% or $85,622 at 6%; with 50% employer match about $85,622 at 4% or $57,082 at 6%; with 100% employer match about $64,217 at 4% or $42,811 at 6%. |
| Klein Group Profit Sharing Plan | - | 23 | $5,548,443 | $118,159 | $5,137iApproximate average salary by contribution assumption: employee only about $128,434 at 4% or $85,622 at 6%; with 50% employer match about $85,622 at 4% or $57,082 at 6%; with 100% employer match about $64,217 at 4% or $42,811 at 6%. |
| 2016 | 1 | 24 | $5,834,297 | $112,507 | $4,688iApproximate average salary by contribution assumption: employee only about $117,195 at 4% or $78,130 at 6%; with 50% employer match about $78,130 at 4% or $52,087 at 6%; with 100% employer match about $58,597 at 4% or $39,065 at 6%. |
| Klein Group Profit Sharing Plan | - | 24 | $5,834,297 | $112,507 | $4,688iApproximate average salary by contribution assumption: employee only about $117,195 at 4% or $78,130 at 6%; with 50% employer match about $78,130 at 4% or $52,087 at 6%; with 100% employer match about $58,597 at 4% or $39,065 at 6%. |
| 2015 | 1 | 26 | $5,851,990 | $110,391 | $4,246iApproximate average salary by contribution assumption: employee only about $106,145 at 4% or $70,763 at 6%; with 50% employer match about $70,763 at 4% or $47,176 at 6%; with 100% employer match about $53,073 at 4% or $35,382 at 6%. |
| Klein Group Profit Sharing Plan | - | 26 | $5,851,990 | $110,391 | $4,246iApproximate average salary by contribution assumption: employee only about $106,145 at 4% or $70,763 at 6%; with 50% employer match about $70,763 at 4% or $47,176 at 6%; with 100% employer match about $53,073 at 4% or $35,382 at 6%. |
| 2014 | 1 | 30 | $6,420,748 | $119,196 | $3,973iApproximate average salary by contribution assumption: employee only about $99,330 at 4% or $66,220 at 6%; with 50% employer match about $66,220 at 4% or $44,147 at 6%; with 100% employer match about $49,665 at 4% or $33,110 at 6%. |
| Klein Group Profit Sharing Plan | - | 30 | $6,420,748 | $119,196 | $3,973iApproximate average salary by contribution assumption: employee only about $99,330 at 4% or $66,220 at 6%; with 50% employer match about $66,220 at 4% or $44,147 at 6%; with 100% employer match about $49,665 at 4% or $33,110 at 6%. |
| 2013 | 2 | 30 | $6,665,963 | $100,832 | $3,361iApproximate average salary by contribution assumption: employee only about $84,027 at 4% or $56,018 at 6%; with 50% employer match about $56,018 at 4% or $37,345 at 6%; with 100% employer match about $42,013 at 4% or $28,009 at 6%. |
| Klein Group Profit Sharing Plan | - | 30 | $6,512,601 | $100,832 | $3,361iApproximate average salary by contribution assumption: employee only about $84,027 at 4% or $56,018 at 6%; with 50% employer match about $56,018 at 4% or $37,345 at 6%; with 100% employer match about $42,013 at 4% or $28,009 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 1 | $153,362 | - | - |
| 2012 | 2 | 29 | $5,836,951 | $98,272 | $3,389iApproximate average salary by contribution assumption: employee only about $84,717 at 4% or $56,478 at 6%; with 50% employer match about $56,478 at 4% or $37,652 at 6%; with 100% employer match about $42,359 at 4% or $28,239 at 6%. |
| Klein Group Profit Sharing Plan | - | 29 | $5,675,467 | $98,272 | $3,389iApproximate average salary by contribution assumption: employee only about $84,717 at 4% or $56,478 at 6%; with 50% employer match about $56,478 at 4% or $37,652 at 6%; with 100% employer match about $42,359 at 4% or $28,239 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | - | $161,484 | - | - |
| 2011 | 2 | 30 | $5,386,439 | $101,200 | $3,373iApproximate average salary by contribution assumption: employee only about $84,333 at 4% or $56,222 at 6%; with 50% employer match about $56,222 at 4% or $37,481 at 6%; with 100% employer match about $42,167 at 4% or $28,111 at 6%. |
| Klein Group Profit Sharing Plan | - | 30 | $5,216,525 | $101,200 | $3,373iApproximate average salary by contribution assumption: employee only about $84,333 at 4% or $56,222 at 6%; with 50% employer match about $56,222 at 4% or $37,481 at 6%; with 100% employer match about $42,167 at 4% or $28,111 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $169,914 | - | - |
| 2010 | 2 | 34 | $5,367,310 | $96,090 | $2,826iApproximate average salary by contribution assumption: employee only about $70,654 at 4% or $47,103 at 6%; with 50% employer match about $47,103 at 4% or $31,402 at 6%; with 100% employer match about $35,327 at 4% or $23,551 at 6%. |
| Klein Group Profit Sharing Plan | - | 34 | $5,186,516 | $96,090 | $2,826iApproximate average salary by contribution assumption: employee only about $70,654 at 4% or $47,103 at 6%; with 50% employer match about $47,103 at 4% or $31,402 at 6%; with 100% employer match about $35,327 at 4% or $23,551 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $180,794 | - | - |
| 2009 | 2 | 33 | $4,745,181 | $100,003 | $3,030iApproximate average salary by contribution assumption: employee only about $75,760 at 4% or $50,507 at 6%; with 50% employer match about $50,507 at 4% or $33,671 at 6%; with 100% employer match about $37,880 at 4% or $25,253 at 6%. |
| Klein Group Profit Sharing Plan | - | 33 | $4,556,341 | $100,003 | $3,030iApproximate average salary by contribution assumption: employee only about $75,760 at 4% or $50,507 at 6%; with 50% employer match about $50,507 at 4% or $33,671 at 6%; with 100% employer match about $37,880 at 4% or $25,253 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $188,840 | - | - |
| 2008 | 2 | 22 | $3,950,431 | $93,410 | $4,246iApproximate average salary by contribution assumption: employee only about $106,148 at 4% or $70,765 at 6%; with 50% employer match about $70,765 at 4% or $47,177 at 6%; with 100% employer match about $53,074 at 4% or $35,383 at 6%. |
| Klein Group Profit Sharing Plan | - | 22 | $3,761,287 | $93,410 | $4,246iApproximate average salary by contribution assumption: employee only about $106,148 at 4% or $70,765 at 6%; with 50% employer match about $70,765 at 4% or $47,177 at 6%; with 100% employer match about $53,074 at 4% or $35,383 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $189,144 | - | - |
| 2007 | 2 | 24 | $195,301 | $0 | - |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $195,301 | - | - |
| Klein Group Profit Sharing Plan | - | 24 | - | - | - |
| 2006 | 2 | 24 | $5,409,661 | $241,345 | $10,056iApproximate average salary by contribution assumption: employee only about $251,401 at 4% or $167,601 at 6%; with 50% employer match about $167,601 at 4% or $111,734 at 6%; with 100% employer match about $125,701 at 4% or $83,800 at 6%. |
| Klein Group Profit Sharing Plan | - | 24 | $5,216,928 | $241,345 | $10,056iApproximate average salary by contribution assumption: employee only about $251,401 at 4% or $167,601 at 6%; with 50% employer match about $167,601 at 4% or $111,734 at 6%; with 100% employer match about $125,701 at 4% or $83,800 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $192,733 | - | - |
| 2005 | 2 | 26 | $5,251,057 | $66,252 | $2,548iApproximate average salary by contribution assumption: employee only about $63,704 at 4% or $42,469 at 6%; with 50% employer match about $42,469 at 4% or $28,313 at 6%; with 100% employer match about $31,852 at 4% or $21,235 at 6%. |
| Klein Group Profit Sharing Plan | - | 26 | $5,057,638 | $66,252 | $2,548iApproximate average salary by contribution assumption: employee only about $63,704 at 4% or $42,469 at 6%; with 50% employer match about $42,469 at 4% or $28,313 at 6%; with 100% employer match about $31,852 at 4% or $21,235 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $193,419 | - | - |
| 2004 | 2 | 23 | $5,473,361 | $280,434 | $12,193iApproximate average salary by contribution assumption: employee only about $304,820 at 4% or $203,213 at 6%; with 50% employer match about $203,213 at 4% or $135,475 at 6%; with 100% employer match about $152,410 at 4% or $101,607 at 6%. |
| Klein Group Profit Sharing Plan | - | 23 | $5,274,275 | $280,434 | $12,193iApproximate average salary by contribution assumption: employee only about $304,820 at 4% or $203,213 at 6%; with 50% employer match about $203,213 at 4% or $135,475 at 6%; with 100% employer match about $152,410 at 4% or $101,607 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 3 | $199,086 | - | - |
| 2003 | 2 | 23 | $4,615,413 | $58,808 | $2,557iApproximate average salary by contribution assumption: employee only about $63,922 at 4% or $42,614 at 6%; with 50% employer match about $42,614 at 4% or $28,410 at 6%; with 100% employer match about $31,961 at 4% or $21,307 at 6%. |
| Klein Group Profit Sharing Plan | - | 23 | $4,615,413 | $58,808 | $2,557iApproximate average salary by contribution assumption: employee only about $63,922 at 4% or $42,614 at 6%; with 50% employer match about $42,614 at 4% or $28,410 at 6%; with 100% employer match about $31,961 at 4% or $21,307 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 4 | - | - | - |
| 2002 | 2 | 21 | $3,992,795 | $81,186 | $3,866iApproximate average salary by contribution assumption: employee only about $96,650 at 4% or $64,433 at 6%; with 50% employer match about $64,433 at 4% or $42,956 at 6%; with 100% employer match about $48,325 at 4% or $32,217 at 6%. |
| Klein Group Profit Sharing Plan | - | 21 | $3,992,795 | $81,186 | $3,866iApproximate average salary by contribution assumption: employee only about $96,650 at 4% or $64,433 at 6%; with 50% employer match about $64,433 at 4% or $42,956 at 6%; with 100% employer match about $48,325 at 4% or $32,217 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 0 | - | - | - |
| 2001 | 2 | 21 | $0 | $0 | - |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 0 | - | - | - |
| Klein Group Profit Sharing Plan | - | 21 | - | - | - |
| 2000 | 2 | 16 | $6,473,585 | $59,357 | $3,710iApproximate average salary by contribution assumption: employee only about $92,745 at 4% or $61,830 at 6%; with 50% employer match about $61,830 at 4% or $41,220 at 6%; with 100% employer match about $46,373 at 4% or $30,915 at 6%. |
| Klein Group Profit Sharing Plan | - | 16 | $6,473,585 | $59,357 | $3,710iApproximate average salary by contribution assumption: employee only about $92,745 at 4% or $61,830 at 6%; with 50% employer match about $61,830 at 4% or $41,220 at 6%; with 100% employer match about $46,373 at 4% or $30,915 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 0 | - | - | - |
| 1999 | 3 | 12 | $7,297,530 | $26,696 | $2,225iApproximate average salary by contribution assumption: employee only about $55,617 at 4% or $37,078 at 6%; with 50% employer match about $37,078 at 4% or $24,719 at 6%; with 100% employer match about $27,808 at 4% or $18,539 at 6%. |
| Klein Group Profit Sharing Plan | - | 12 | $7,070,256 | $26,696 | $2,225iApproximate average salary by contribution assumption: employee only about $55,617 at 4% or $37,078 at 6%; with 50% employer match about $37,078 at 4% or $24,719 at 6%; with 100% employer match about $27,808 at 4% or $18,539 at 6%. |
| Klein Management Company Post-Retirement Supplemental Insurance Plan | - | 0 | $227,274 | - | - |
| Klein News of Sandusky Employees Money Purchase Pension Plan | - | 0 | - | - | - |