Civic Intelligence

Randy T. Klotz

Plan context: Randy T. Klotz Cash Balance Plan

EIN 35-1535896 • Etna Green, IN • 9 filings • 2 plans

3529 North 850 WestEtna Green, IN 46524
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,215,861

2017 Contributions

$300,100

Historical Graphs

Total Assets Over Time

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

$1,215,861$607,931$0201320152016YearValue
$1,215,861Latest year 2016

Participants Over Time

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

320201320152016YearValue
1Latest year 2016

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
201710$0$0-
RANDY T. KLOTZ 401(K)PROFIT SHARING PLAN-0$0--
201621$1,215,861$300,100$300,100iApproximate average salary by contribution assumption: employee only about $7,502,500 at 4% or $5,001,667 at 6%; with 50% employer match about $5,001,667 at 4% or $3,334,444 at 6%; with 100% employer match about $3,751,250 at 4% or $2,500,833 at 6%.
Randy T. Klotz Cash Balance Plan-1$1,006,481$260,200$260,200iApproximate average salary by contribution assumption: employee only about $6,505,000 at 4% or $4,336,667 at 6%; with 50% employer match about $4,336,667 at 4% or $2,891,111 at 6%; with 100% employer match about $3,252,500 at 4% or $2,168,333 at 6%.
RANDY T. KLOTZ 401(K)PROFIT SHARING PLAN-1$209,380$39,900$39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%.
201523$911,957$317,979$105,993iApproximate average salary by contribution assumption: employee only about $2,649,825 at 4% or $1,766,550 at 6%; with 50% employer match about $1,766,550 at 4% or $1,177,700 at 6%; with 100% employer match about $1,324,913 at 4% or $883,275 at 6%.
Randy T. Klotz Cash Balance Plan-3$743,365$256,448$85,483iApproximate average salary by contribution assumption: employee only about $2,137,067 at 4% or $1,424,711 at 6%; with 50% employer match about $1,424,711 at 4% or $949,807 at 6%; with 100% employer match about $1,068,533 at 4% or $712,356 at 6%.
RANDY T. KLOTZ 401(K)PROFIT SHARING PLAN-2$168,592$61,531$30,766iApproximate average salary by contribution assumption: employee only about $769,138 at 4% or $512,758 at 6%; with 50% employer match about $512,758 at 4% or $341,839 at 6%; with 100% employer match about $384,569 at 4% or $256,379 at 6%.
201422$599,605$304,903$152,452iApproximate average salary by contribution assumption: employee only about $3,811,288 at 4% or $2,540,858 at 6%; with 50% employer match about $2,540,858 at 4% or $1,693,906 at 6%; with 100% employer match about $1,905,644 at 4% or $1,270,429 at 6%.
Randy T. Klotz Cash Balance Plan-2$485,303$247,403$123,702iApproximate average salary by contribution assumption: employee only about $3,092,538 at 4% or $2,061,692 at 6%; with 50% employer match about $2,061,692 at 4% or $1,374,461 at 6%; with 100% employer match about $1,546,269 at 4% or $1,030,846 at 6%.
RANDY T. KLOTZ 401(K)PROFIT SHARING PLAN-1$114,302$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201322$294,512$294,400$147,200iApproximate average salary by contribution assumption: employee only about $3,680,000 at 4% or $2,453,333 at 6%; with 50% employer match about $2,453,333 at 4% or $1,635,556 at 6%; with 100% employer match about $1,840,000 at 4% or $1,226,667 at 6%.
Randy T. Klotz Cash Balance Plan-2$237,900$237,900$118,950iApproximate average salary by contribution assumption: employee only about $2,973,750 at 4% or $1,982,500 at 6%; with 50% employer match about $1,982,500 at 4% or $1,321,667 at 6%; with 100% employer match about $1,486,875 at 4% or $991,250 at 6%.
RANDY T. KLOTZ 401(K)PROFIT SHARING PLAN-1$56,612$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.