Civic Intelligence

Klein Financial Inc.

Plan context: Kfi Retirement Savings Plan

EIN 41-1251036 • Evansville, IN • 98 filings • 34 plans

1 Main StreetEvansville, IN 47708
Current Snapshot

Latest Year

2020

2020 Participants

397

2020 Assets

$923

2020 Contributions

$7,272

Historical Graphs

Total Assets Over Time

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

$69,918,723$34,959,362$0199920092019YearValue
$923Latest year 2019

Participants Over Time

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

6053030199920082017YearValue
397Latest 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
202010$0$7,272-
Kfi Retirement Savings Plan-0$0$7,272-
201910$923$0-
Kfi Retirement Savings Plan-0$923--
201810$62,273,098$2,901,658-
Kfi Retirement Savings Plan-0$62,273,098$2,901,658-
20175397$69,918,723$3,352,812$8,445iApproximate average salary by contribution assumption: employee only about $211,134 at 4% or $140,756 at 6%; with 50% employer match about $140,756 at 4% or $93,837 at 6%; with 100% employer match about $105,567 at 4% or $70,378 at 6%.
Kfi Retirement Savings Plan-397$69,918,723$3,352,812$8,445iApproximate average salary by contribution assumption: employee only about $211,134 at 4% or $140,756 at 6%; with 50% employer match about $140,756 at 4% or $93,837 at 6%; with 100% employer match about $105,567 at 4% or $70,378 at 6%.
Vision Insurance for Klein Financial Inc.-167---
Group Life Insurance Plan for Klein Financial Inc.-347---
Group Long Term Disability Plan for Klein Financial Inc-347---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-257---
20165396$60,561,668$3,128,475$7,900iApproximate average salary by contribution assumption: employee only about $197,505 at 4% or $131,670 at 6%; with 50% employer match about $131,670 at 4% or $87,780 at 6%; with 100% employer match about $98,752 at 4% or $65,835 at 6%.
Kfi Retirement Savings Plan-396$60,561,668$3,128,475$7,900iApproximate average salary by contribution assumption: employee only about $197,505 at 4% or $131,670 at 6%; with 50% employer match about $131,670 at 4% or $87,780 at 6%; with 100% employer match about $98,752 at 4% or $65,835 at 6%.
Group Life Insurance Plan for Klein Financial Inc.-355---
Group Long Term Disability Plan for Klein Financial Inc-355---
Vision Insurance for Klein Financial Inc.-156---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-271---
20155407$56,776,232$4,735,353$11,635iApproximate average salary by contribution assumption: employee only about $290,869 at 4% or $193,913 at 6%; with 50% employer match about $193,913 at 4% or $129,275 at 6%; with 100% employer match about $145,435 at 4% or $96,956 at 6%.
Kfi Retirement Savings Plan-407$56,776,232$4,735,353$11,635iApproximate average salary by contribution assumption: employee only about $290,869 at 4% or $193,913 at 6%; with 50% employer match about $193,913 at 4% or $129,275 at 6%; with 100% employer match about $145,435 at 4% or $96,956 at 6%.
Vision Insurance for Klein Financial Inc.-149---
Group Life Insurance Plan for Klein Financial Inc.-350---
Group Long Term Disability Plan for Klein Financial Inc-350---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-249---
20145391$54,340,656$3,608,599$9,229iApproximate average salary by contribution assumption: employee only about $230,729 at 4% or $153,819 at 6%; with 50% employer match about $153,819 at 4% or $102,546 at 6%; with 100% employer match about $115,364 at 4% or $76,910 at 6%.
Kfi Retirement Savings Plan-391$54,340,656$3,608,599$9,229iApproximate average salary by contribution assumption: employee only about $230,729 at 4% or $153,819 at 6%; with 50% employer match about $153,819 at 4% or $102,546 at 6%; with 100% employer match about $115,364 at 4% or $76,910 at 6%.
Vision Insurance for Klein Financial Inc.-143---
Group Life Insurance Plan for Klein Financial Inc.-348---
Group Long Term Disability Plan for Klein Financial Inc-348---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-297---
20135330$51,602,616$2,667,484$8,083iApproximate average salary by contribution assumption: employee only about $202,082 at 4% or $134,721 at 6%; with 50% employer match about $134,721 at 4% or $89,814 at 6%; with 100% employer match about $101,041 at 4% or $67,361 at 6%.
Kfi Retirement Savings Plan-312$51,602,616$2,667,484$8,550iApproximate average salary by contribution assumption: employee only about $213,741 at 4% or $142,494 at 6%; with 50% employer match about $142,494 at 4% or $94,996 at 6%; with 100% employer match about $106,870 at 4% or $71,247 at 6%.
Group Long Term Disability Plan for Klein Financial Inc-330---
Group Life Insurance Plan for Klein Financial Inc.-330---
Vision Insurance for Klein Financial Inc.-141---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-251---
20125341$44,618,094$2,549,265$7,476iApproximate average salary by contribution assumption: employee only about $186,896 at 4% or $124,598 at 6%; with 50% employer match about $124,598 at 4% or $83,065 at 6%; with 100% employer match about $93,448 at 4% or $62,299 at 6%.
Kfi Retirement Savings Plan-341$44,618,094$2,549,265$7,476iApproximate average salary by contribution assumption: employee only about $186,896 at 4% or $124,598 at 6%; with 50% employer match about $124,598 at 4% or $83,065 at 6%; with 100% employer match about $93,448 at 4% or $62,299 at 6%.
Vision Insurance for Klein Financial Inc.-139---
Group Life Insurance Plan for Klein Financial Inc.-324---
Group Long Term Disability Plan for Klein Financial Inc-324---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-222---
20115383$41,527,534$2,589,408$6,761iApproximate average salary by contribution assumption: employee only about $169,021 at 4% or $112,681 at 6%; with 50% employer match about $112,681 at 4% or $75,121 at 6%; with 100% employer match about $84,511 at 4% or $56,340 at 6%.
Kfi Retirement Savings Plan-383$41,527,534$2,589,408$6,761iApproximate average salary by contribution assumption: employee only about $169,021 at 4% or $112,681 at 6%; with 50% employer match about $112,681 at 4% or $75,121 at 6%; with 100% employer match about $84,511 at 4% or $56,340 at 6%.
Group Long Term Disability Plan for Klein Financial Inc-329---
Group Life Insurance Plan for Klein Financial Inc.-329---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-246---
Vision Insurance for Klein Financial Inc.-146---
20105382$44,081,779$3,020,188$7,906iApproximate average salary by contribution assumption: employee only about $197,656 at 4% or $131,771 at 6%; with 50% employer match about $131,771 at 4% or $87,847 at 6%; with 100% employer match about $98,828 at 4% or $65,885 at 6%.
Kfi Retirement Savings Plan-360$44,081,779$3,020,188$8,389iApproximate average salary by contribution assumption: employee only about $209,735 at 4% or $139,824 at 6%; with 50% employer match about $139,824 at 4% or $93,216 at 6%; with 100% employer match about $104,868 at 4% or $69,912 at 6%.
Group Life Insurance Plan for Klein Financial Inc.-382---
Group Long Term Disability Plan for Klein Financial Inc-382---
Vision Insurance for Klein Financial Inc.-151---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-249---
20095410$39,408,173$3,159,336$7,706iApproximate average salary by contribution assumption: employee only about $192,642 at 4% or $128,428 at 6%; with 50% employer match about $128,428 at 4% or $85,619 at 6%; with 100% employer match about $96,321 at 4% or $64,214 at 6%.
Kfi Retirement Savings Plan-410$39,408,173$3,159,336$7,706iApproximate average salary by contribution assumption: employee only about $192,642 at 4% or $128,428 at 6%; with 50% employer match about $128,428 at 4% or $85,619 at 6%; with 100% employer match about $96,321 at 4% or $64,214 at 6%.
Klein Financial Inc. 125 Benefits Plan-100---
Group Life Insurance Plan for Klein Financial Inc.-391---
Group Long Term Disability Plan for Klein Financial Inc-391---
FIRST COMMUNITY BANK 401(K) PLAN-11---
20086459$32,155,884$2,618,233$5,704iApproximate average salary by contribution assumption: employee only about $142,605 at 4% or $95,070 at 6%; with 50% employer match about $95,070 at 4% or $63,380 at 6%; with 100% employer match about $71,303 at 4% or $47,535 at 6%.
Kfi Retirement Savings Plan-459$31,542,974$2,611,614$5,690iApproximate average salary by contribution assumption: employee only about $142,245 at 4% or $94,830 at 6%; with 50% employer match about $94,830 at 4% or $63,220 at 6%; with 100% employer match about $71,122 at 4% or $47,415 at 6%.
FIRST COMMUNITY BANK 401K PLAN-11$612,910$6,619$602iApproximate average salary by contribution assumption: employee only about $15,043 at 4% or $10,029 at 6%; with 50% employer match about $10,029 at 4% or $6,686 at 6%; with 100% employer match about $7,522 at 4% or $5,014 at 6%.
Group Life Insurance Plan for Klein Financial Inc.-387---
Group Long Term Disability Plan for Klein Financial Inc-387---
Klein Financial Inc. 125 Benefits Plan-92---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-308---
20075471$42,598,033$2,741,314$5,820iApproximate average salary by contribution assumption: employee only about $145,505 at 4% or $97,003 at 6%; with 50% employer match about $97,003 at 4% or $64,669 at 6%; with 100% employer match about $72,752 at 4% or $48,502 at 6%.
Kfi Retirement Savings Plan-471$42,598,033$2,741,314$5,820iApproximate average salary by contribution assumption: employee only about $145,505 at 4% or $97,003 at 6%; with 50% employer match about $97,003 at 4% or $64,669 at 6%; with 100% employer match about $72,752 at 4% or $48,502 at 6%.
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-287---
Group Long Term Disability Plan for Klein Financial Inc-368---
Klein Financial Inc. 125 Benefits Plan-115---
Group Life Insurance Plan for Klein Financial Inc.-467---
20065443$39,894,111$2,689,317$6,071iApproximate average salary by contribution assumption: employee only about $151,767 at 4% or $101,178 at 6%; with 50% employer match about $101,178 at 4% or $67,452 at 6%; with 100% employer match about $75,884 at 4% or $50,589 at 6%.
Kfi Retirement Savings Plan-443$39,894,111$2,689,317$6,071iApproximate average salary by contribution assumption: employee only about $151,767 at 4% or $101,178 at 6%; with 50% employer match about $101,178 at 4% or $67,452 at 6%; with 100% employer match about $75,884 at 4% or $50,589 at 6%.
Group Life Insurance Plan for Klein Financial Inc.-373---
Klein Financial Inc. 125 Benefits Plan-146---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-265---
Group Long Term Disability Plan for Klein Financial Inc-375---
20055496$37,416,707$2,458,506$4,957iApproximate average salary by contribution assumption: employee only about $123,917 at 4% or $82,611 at 6%; with 50% employer match about $82,611 at 4% or $55,074 at 6%; with 100% employer match about $61,958 at 4% or $41,306 at 6%.
Kfi Retirement Savings Plan-496$37,416,707$2,458,506$4,957iApproximate average salary by contribution assumption: employee only about $123,917 at 4% or $82,611 at 6%; with 50% employer match about $82,611 at 4% or $55,074 at 6%; with 100% employer match about $61,958 at 4% or $41,306 at 6%.
Group Long Term Disability Plan for Klein Financial Inc-378---
Klein Financial Inc. 125 Benefits Plan-156---
Group Life Insurance Plan for Klein Financial Inc.-378---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-299---
20045452$34,904,661$2,424,466$5,364iApproximate average salary by contribution assumption: employee only about $134,097 at 4% or $89,398 at 6%; with 50% employer match about $89,398 at 4% or $59,598 at 6%; with 100% employer match about $67,048 at 4% or $44,699 at 6%.
Kfi Retirement Savings Plan-452$34,904,661$2,424,466$5,364iApproximate average salary by contribution assumption: employee only about $134,097 at 4% or $89,398 at 6%; with 50% employer match about $89,398 at 4% or $59,598 at 6%; with 100% employer match about $67,048 at 4% or $44,699 at 6%.
Klein Financial Inc. 125 Benefits Plan-135---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-315---
Group Life Insurance Plan for Klein Financial Inc.-401---
Group Long Term Disability Plan for Klein Financial Inc-413---
20035605$32,349,544$3,174,442$5,247iApproximate average salary by contribution assumption: employee only about $131,175 at 4% or $87,450 at 6%; with 50% employer match about $87,450 at 4% or $58,300 at 6%; with 100% employer match about $65,588 at 4% or $43,725 at 6%.
Kfi Retirement Savings Plan-605$32,349,544$3,174,442$5,247iApproximate average salary by contribution assumption: employee only about $131,175 at 4% or $87,450 at 6%; with 50% employer match about $87,450 at 4% or $58,300 at 6%; with 100% employer match about $65,588 at 4% or $43,725 at 6%.
Klein Financial Inc. 125 Benefits Plan-142---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-320---
Group Life Insurance Plan for Klein Financial Inc.-423---
Group Long Term Disability Plan for Klein Financial Inc-313---
20026563$24,739,047$3,253,645$5,779iApproximate average salary by contribution assumption: employee only about $144,478 at 4% or $96,319 at 6%; with 50% employer match about $96,319 at 4% or $64,212 at 6%; with 100% employer match about $72,239 at 4% or $48,159 at 6%.
Kfi Retirement Savings Plan-563$24,739,047$3,253,645$5,779iApproximate average salary by contribution assumption: employee only about $144,478 at 4% or $96,319 at 6%; with 50% employer match about $96,319 at 4% or $64,212 at 6%; with 100% employer match about $72,239 at 4% or $48,159 at 6%.
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-404---
Group Life Insurance Plan for Klein Financial Inc.-541---
GROUP SUPPLEMENTAL LIFE INSURANCE FOR KLEIN FINANCIAL, INC-379---
Group Long Term Disability Plan for Klein Financial Inc-379---
Klein Financial Inc. 125 Benefits Plan-391---
20015525$26,109,786$1,907,350$3,633iApproximate average salary by contribution assumption: employee only about $90,826 at 4% or $60,551 at 6%; with 50% employer match about $60,551 at 4% or $40,367 at 6%; with 100% employer match about $45,413 at 4% or $30,275 at 6%.
Kfi Retirement Savings Plan-392$26,109,786$1,907,350$4,866iApproximate average salary by contribution assumption: employee only about $121,642 at 4% or $81,095 at 6%; with 50% employer match about $81,095 at 4% or $54,063 at 6%; with 100% employer match about $60,821 at 4% or $40,547 at 6%.
Klein Financial Inc. 125 Benefits Plan-274---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-386---
Group Life Insurance Plan for Klein Financial Inc.-525---
Group Long Term Disability Plan for Klein Financial Inc-371---
20005456$27,401,340$2,558,262$5,610iApproximate average salary by contribution assumption: employee only about $140,256 at 4% or $93,504 at 6%; with 50% employer match about $93,504 at 4% or $62,336 at 6%; with 100% employer match about $70,128 at 4% or $46,752 at 6%.
Kfi Retirement Savings Plan-340$27,401,340$2,558,262$7,524iApproximate average salary by contribution assumption: employee only about $188,108 at 4% or $125,405 at 6%; with 50% employer match about $125,405 at 4% or $83,603 at 6%; with 100% employer match about $94,054 at 4% or $62,703 at 6%.
GROUP SUPPLEMENTAL LIFE INSURANCE FOR KLEIN FINANCIAL,INC-353---
Group Life Insurance Plan for Klein Financial Inc.-456---
Group Long Term Disability Plan for Klein Financial Inc-353---
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-309---
19993366$25,180,675$1,631,961$4,459iApproximate average salary by contribution assumption: employee only about $111,473 at 4% or $74,315 at 6%; with 50% employer match about $74,315 at 4% or $49,543 at 6%; with 100% employer match about $55,736 at 4% or $37,158 at 6%.
Kfi Retirement Savings Plan-304$25,180,675$1,631,961$5,368iApproximate average salary by contribution assumption: employee only about $134,207 at 4% or $89,472 at 6%; with 50% employer match about $89,472 at 4% or $59,648 at 6%; with 100% employer match about $67,104 at 4% or $44,736 at 6%.
Group Hospital/Medical/Dental Plan for Klein Financial Inc.-288---
Group Long Term Disability Plan for Klein Financial Inc-366---