Kleager & Donaldson LLC
Plan context: Kleager & Donaldson 401 K Plan
EIN 39-2041449 • 5 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
5
2006 Assets
$347,786
2006 Contributions
$52,358
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Kleager & Donaldson 401 K Plan | - | 0 | - | - | - |
| 2005 | 1 | 5 | $347,786 | $52,358 | $10,472iApproximate average salary by contribution assumption: employee only about $261,790 at 4% or $174,527 at 6%; with 50% employer match about $174,527 at 4% or $116,351 at 6%; with 100% employer match about $130,895 at 4% or $87,263 at 6%. |
| Kleager & Donaldson 401 K Plan | - | 5 | $347,786 | $52,358 | $10,472iApproximate average salary by contribution assumption: employee only about $261,790 at 4% or $174,527 at 6%; with 50% employer match about $174,527 at 4% or $116,351 at 6%; with 100% employer match about $130,895 at 4% or $87,263 at 6%. |
| 2004 | 1 | 8 | $284,635 | $94,598 | $11,825iApproximate average salary by contribution assumption: employee only about $295,619 at 4% or $197,079 at 6%; with 50% employer match about $197,079 at 4% or $131,386 at 6%; with 100% employer match about $147,809 at 4% or $98,540 at 6%. |
| Kleager & Donaldson 401 K Plan | - | 8 | $284,635 | $94,598 | $11,825iApproximate average salary by contribution assumption: employee only about $295,619 at 4% or $197,079 at 6%; with 50% employer match about $197,079 at 4% or $131,386 at 6%; with 100% employer match about $147,809 at 4% or $98,540 at 6%. |
| 2003 | 1 | 9 | $176,551 | $101,316 | $11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,717 at 4% or $93,811 at 6%. |
| Kleager & Donaldson 401 K Plan | - | 9 | $176,551 | $101,316 | $11,257iApproximate average salary by contribution assumption: employee only about $281,433 at 4% or $187,622 at 6%; with 50% employer match about $187,622 at 4% or $125,081 at 6%; with 100% employer match about $140,717 at 4% or $93,811 at 6%. |
| 2002 | 1 | 9 | $60,126 | $60,126 | $6,681iApproximate average salary by contribution assumption: employee only about $167,017 at 4% or $111,344 at 6%; with 50% employer match about $111,344 at 4% or $74,230 at 6%; with 100% employer match about $83,508 at 4% or $55,672 at 6%. |
| Kleager & Donaldson 401 K Plan | - | 9 | $60,126 | $60,126 | $6,681iApproximate average salary by contribution assumption: employee only about $167,017 at 4% or $111,344 at 6%; with 50% employer match about $111,344 at 4% or $74,230 at 6%; with 100% employer match about $83,508 at 4% or $55,672 at 6%. |