Civic Intelligence

Klein Agency Inc.

Plan context: Klein Agency Inc. Profit Sharing Plan & Trust

EIN 41-0954023 • St. Paul, MN • 19 filings • 2 plans

3570 N. Lexington AveSuite 206St. Paul, MN 55126-8058
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$2,687,903

2018 Contributions

$102,516

Historical Graphs

Total Assets Over Time

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

$6,109,592$3,054,796$0200020092017YearValue
$2,687,903Latest year 2017

Participants Over Time

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

740200020092017YearValue
6Latest year 2017

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
201810$0$0-
Klein Agency Inc. Profit Sharing Plan & Trust-0$0--
201716$2,687,903$102,516$17,086iApproximate average salary by contribution assumption: employee only about $427,150 at 4% or $284,767 at 6%; with 50% employer match about $284,767 at 4% or $189,844 at 6%; with 100% employer match about $213,575 at 4% or $142,383 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-6$2,687,903$102,516$17,086iApproximate average salary by contribution assumption: employee only about $427,150 at 4% or $284,767 at 6%; with 50% employer match about $284,767 at 4% or $189,844 at 6%; with 100% employer match about $213,575 at 4% or $142,383 at 6%.
201615$2,222,588$96,101$19,220iApproximate average salary by contribution assumption: employee only about $480,505 at 4% or $320,337 at 6%; with 50% employer match about $320,337 at 4% or $213,558 at 6%; with 100% employer match about $240,253 at 4% or $160,168 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-5$2,222,588$96,101$19,220iApproximate average salary by contribution assumption: employee only about $480,505 at 4% or $320,337 at 6%; with 50% employer match about $320,337 at 4% or $213,558 at 6%; with 100% employer match about $240,253 at 4% or $160,168 at 6%.
201515$1,933,723$94,648$18,930iApproximate average salary by contribution assumption: employee only about $473,240 at 4% or $315,493 at 6%; with 50% employer match about $315,493 at 4% or $210,329 at 6%; with 100% employer match about $236,620 at 4% or $157,747 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-5$1,933,723$94,648$18,930iApproximate average salary by contribution assumption: employee only about $473,240 at 4% or $315,493 at 6%; with 50% employer match about $315,493 at 4% or $210,329 at 6%; with 100% employer match about $236,620 at 4% or $157,747 at 6%.
201416$1,869,923$186,597$31,100iApproximate average salary by contribution assumption: employee only about $777,488 at 4% or $518,325 at 6%; with 50% employer match about $518,325 at 4% or $345,550 at 6%; with 100% employer match about $388,744 at 4% or $259,163 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-6$1,869,923$186,597$31,100iApproximate average salary by contribution assumption: employee only about $777,488 at 4% or $518,325 at 6%; with 50% employer match about $518,325 at 4% or $345,550 at 6%; with 100% employer match about $388,744 at 4% or $259,163 at 6%.
201315$1,567,061$86,172$17,234iApproximate average salary by contribution assumption: employee only about $430,860 at 4% or $287,240 at 6%; with 50% employer match about $287,240 at 4% or $191,493 at 6%; with 100% employer match about $215,430 at 4% or $143,620 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-5$1,567,061$86,172$17,234iApproximate average salary by contribution assumption: employee only about $430,860 at 4% or $287,240 at 6%; with 50% employer match about $287,240 at 4% or $191,493 at 6%; with 100% employer match about $215,430 at 4% or $143,620 at 6%.
201216$1,335,578$88,197$14,700iApproximate average salary by contribution assumption: employee only about $367,488 at 4% or $244,992 at 6%; with 50% employer match about $244,992 at 4% or $163,328 at 6%; with 100% employer match about $183,744 at 4% or $122,496 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-6$1,335,578$88,197$14,700iApproximate average salary by contribution assumption: employee only about $367,488 at 4% or $244,992 at 6%; with 50% employer match about $244,992 at 4% or $163,328 at 6%; with 100% employer match about $183,744 at 4% or $122,496 at 6%.
201116$1,063,044$49,923$8,321iApproximate average salary by contribution assumption: employee only about $208,013 at 4% or $138,675 at 6%; with 50% employer match about $138,675 at 4% or $92,450 at 6%; with 100% employer match about $104,006 at 4% or $69,338 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-6$1,063,044$49,923$8,321iApproximate average salary by contribution assumption: employee only about $208,013 at 4% or $138,675 at 6%; with 50% employer match about $138,675 at 4% or $92,450 at 6%; with 100% employer match about $104,006 at 4% or $69,338 at 6%.
201016$2,373,744$59,023$9,837iApproximate average salary by contribution assumption: employee only about $245,929 at 4% or $163,953 at 6%; with 50% employer match about $163,953 at 4% or $109,302 at 6%; with 100% employer match about $122,965 at 4% or $81,976 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-6$2,373,744$59,023$9,837iApproximate average salary by contribution assumption: employee only about $245,929 at 4% or $163,953 at 6%; with 50% employer match about $163,953 at 4% or $109,302 at 6%; with 100% employer match about $122,965 at 4% or $81,976 at 6%.
200917$2,834,655$87,092$12,442iApproximate average salary by contribution assumption: employee only about $311,043 at 4% or $207,362 at 6%; with 50% employer match about $207,362 at 4% or $138,241 at 6%; with 100% employer match about $155,521 at 4% or $103,681 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-7$2,834,655$87,092$12,442iApproximate average salary by contribution assumption: employee only about $311,043 at 4% or $207,362 at 6%; with 50% employer match about $207,362 at 4% or $138,241 at 6%; with 100% employer match about $155,521 at 4% or $103,681 at 6%.
200817$2,138,003$85,946$12,278iApproximate average salary by contribution assumption: employee only about $306,950 at 4% or $204,633 at 6%; with 50% employer match about $204,633 at 4% or $136,422 at 6%; with 100% employer match about $153,475 at 4% or $102,317 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-7$2,138,003$85,946$12,278iApproximate average salary by contribution assumption: employee only about $306,950 at 4% or $204,633 at 6%; with 50% employer match about $204,633 at 4% or $136,422 at 6%; with 100% employer match about $153,475 at 4% or $102,317 at 6%.
200717$3,191,802$84,981$12,140iApproximate average salary by contribution assumption: employee only about $303,504 at 4% or $202,336 at 6%; with 50% employer match about $202,336 at 4% or $134,890 at 6%; with 100% employer match about $151,752 at 4% or $101,168 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-7$3,191,802$84,981$12,140iApproximate average salary by contribution assumption: employee only about $303,504 at 4% or $202,336 at 6%; with 50% employer match about $202,336 at 4% or $134,890 at 6%; with 100% employer match about $151,752 at 4% or $101,168 at 6%.
200617$3,015,834$91,167$13,024iApproximate average salary by contribution assumption: employee only about $325,596 at 4% or $217,064 at 6%; with 50% employer match about $217,064 at 4% or $144,710 at 6%; with 100% employer match about $162,798 at 4% or $108,532 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-7$3,015,834$91,167$13,024iApproximate average salary by contribution assumption: employee only about $325,596 at 4% or $217,064 at 6%; with 50% employer match about $217,064 at 4% or $144,710 at 6%; with 100% employer match about $162,798 at 4% or $108,532 at 6%.
200517$2,503,242$80,717$11,531iApproximate average salary by contribution assumption: employee only about $288,275 at 4% or $192,183 at 6%; with 50% employer match about $192,183 at 4% or $128,122 at 6%; with 100% employer match about $144,138 at 4% or $96,092 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-7$2,503,242$80,717$11,531iApproximate average salary by contribution assumption: employee only about $288,275 at 4% or $192,183 at 6%; with 50% employer match about $192,183 at 4% or $128,122 at 6%; with 100% employer match about $144,138 at 4% or $96,092 at 6%.
200417$2,219,681$0-
Klein Agency Inc. Profit Sharing Plan & Trust-7$2,219,681--
200317$1,943,628$75,748$10,821iApproximate average salary by contribution assumption: employee only about $270,529 at 4% or $180,352 at 6%; with 50% employer match about $180,352 at 4% or $120,235 at 6%; with 100% employer match about $135,264 at 4% or $90,176 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-7$1,943,628$75,748$10,821iApproximate average salary by contribution assumption: employee only about $270,529 at 4% or $180,352 at 6%; with 50% employer match about $180,352 at 4% or $120,235 at 6%; with 100% employer match about $135,264 at 4% or $90,176 at 6%.
200214$1,583,375$57,835$14,459iApproximate average salary by contribution assumption: employee only about $361,469 at 4% or $240,979 at 6%; with 50% employer match about $240,979 at 4% or $160,653 at 6%; with 100% employer match about $180,734 at 4% or $120,490 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-4$1,583,375$57,835$14,459iApproximate average salary by contribution assumption: employee only about $361,469 at 4% or $240,979 at 6%; with 50% employer match about $240,979 at 4% or $160,653 at 6%; with 100% employer match about $180,734 at 4% or $120,490 at 6%.
200114$2,637,995$53,800$13,450iApproximate average salary by contribution assumption: employee only about $336,250 at 4% or $224,167 at 6%; with 50% employer match about $224,167 at 4% or $149,444 at 6%; with 100% employer match about $168,125 at 4% or $112,083 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-4$2,637,995$53,800$13,450iApproximate average salary by contribution assumption: employee only about $336,250 at 4% or $224,167 at 6%; with 50% employer match about $224,167 at 4% or $149,444 at 6%; with 100% employer match about $168,125 at 4% or $112,083 at 6%.
200014$6,109,592$48,449$12,112iApproximate average salary by contribution assumption: employee only about $302,806 at 4% or $201,871 at 6%; with 50% employer match about $201,871 at 4% or $134,581 at 6%; with 100% employer match about $151,403 at 4% or $100,935 at 6%.
Klein Agency Inc. Profit Sharing Plan & Trust-4$6,109,592$48,449$12,112iApproximate average salary by contribution assumption: employee only about $302,806 at 4% or $201,871 at 6%; with 50% employer match about $201,871 at 4% or $134,581 at 6%; with 100% employer match about $151,403 at 4% or $100,935 at 6%.