Klein Mccarthy Co. Ltd.
Plan context: Klein Mccarthy Architects 401(K) Plan and Trust
EIN 41-1302960 • St. Louis Park, MN • 30 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$2,256,027
2025 Contributions
$323,037
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $2,256,027 | $323,037 | $26,920iApproximate average salary by contribution assumption: employee only about $672,994 at 4% or $448,663 at 6%; with 50% employer match about $448,663 at 4% or $299,108 at 6%; with 100% employer match about $336,497 at 4% or $224,331 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 12 | $2,256,027 | $323,037 | $26,920iApproximate average salary by contribution assumption: employee only about $672,994 at 4% or $448,663 at 6%; with 50% employer match about $448,663 at 4% or $299,108 at 6%; with 100% employer match about $336,497 at 4% or $224,331 at 6%. |
| 2024 | 2 | 10 | $3,262,132 | $485,797 | $48,580iApproximate average salary by contribution assumption: employee only about $1,214,493 at 4% or $809,662 at 6%; with 50% employer match about $809,662 at 4% or $539,774 at 6%; with 100% employer match about $607,246 at 4% or $404,831 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 10 | $1,673,014 | $282,818 | $28,282iApproximate average salary by contribution assumption: employee only about $707,045 at 4% or $471,363 at 6%; with 50% employer match about $471,363 at 4% or $314,242 at 6%; with 100% employer match about $353,523 at 4% or $235,682 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 9 | $1,589,118 | $202,979 | $22,553iApproximate average salary by contribution assumption: employee only about $563,831 at 4% or $375,887 at 6%; with 50% employer match about $375,887 at 4% or $250,591 at 6%; with 100% employer match about $281,915 at 4% or $187,944 at 6%. |
| 2023 | 2 | 9 | $2,557,438 | $367,344 | $40,816iApproximate average salary by contribution assumption: employee only about $1,020,400 at 4% or $680,267 at 6%; with 50% employer match about $680,267 at 4% or $453,511 at 6%; with 100% employer match about $510,200 at 4% or $340,133 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 9 | $1,300,893 | $196,897 | $21,877iApproximate average salary by contribution assumption: employee only about $546,936 at 4% or $364,624 at 6%; with 50% employer match about $364,624 at 4% or $243,083 at 6%; with 100% employer match about $273,468 at 4% or $182,312 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 8 | $1,256,545 | $170,447 | $21,306iApproximate average salary by contribution assumption: employee only about $532,647 at 4% or $355,098 at 6%; with 50% employer match about $355,098 at 4% or $236,732 at 6%; with 100% employer match about $266,323 at 4% or $177,549 at 6%. |
| 2022 | 2 | 10 | $1,958,349 | $343,711 | $34,371iApproximate average salary by contribution assumption: employee only about $859,278 at 4% or $572,852 at 6%; with 50% employer match about $572,852 at 4% or $381,901 at 6%; with 100% employer match about $429,639 at 4% or $286,426 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 8 | $1,015,110 | $192,310 | $24,039iApproximate average salary by contribution assumption: employee only about $600,969 at 4% or $400,646 at 6%; with 50% employer match about $400,646 at 4% or $267,097 at 6%; with 100% employer match about $300,484 at 4% or $200,323 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 10 | $943,239 | $151,401 | $15,140iApproximate average salary by contribution assumption: employee only about $378,503 at 4% or $252,335 at 6%; with 50% employer match about $252,335 at 4% or $168,223 at 6%; with 100% employer match about $189,251 at 4% or $126,168 at 6%. |
| 2021 | 2 | 10 | $1,934,297 | $276,495 | $27,650iApproximate average salary by contribution assumption: employee only about $691,238 at 4% or $460,825 at 6%; with 50% employer match about $460,825 at 4% or $307,217 at 6%; with 100% employer match about $345,619 at 4% or $230,413 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 9 | $1,004,994 | $110,645 | $12,294iApproximate average salary by contribution assumption: employee only about $307,347 at 4% or $204,898 at 6%; with 50% employer match about $204,898 at 4% or $136,599 at 6%; with 100% employer match about $153,674 at 4% or $102,449 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 10 | $929,303 | $165,850 | $16,585iApproximate average salary by contribution assumption: employee only about $414,625 at 4% or $276,417 at 6%; with 50% employer match about $276,417 at 4% or $184,278 at 6%; with 100% employer match about $207,313 at 4% or $138,208 at 6%. |
| 2020 | 2 | 8 | $1,710,458 | $210,458 | $26,307iApproximate average salary by contribution assumption: employee only about $657,681 at 4% or $438,454 at 6%; with 50% employer match about $438,454 at 4% or $292,303 at 6%; with 100% employer match about $328,841 at 4% or $219,227 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 7 | $987,676 | $80,311 | $11,473iApproximate average salary by contribution assumption: employee only about $286,825 at 4% or $191,217 at 6%; with 50% employer match about $191,217 at 4% or $127,478 at 6%; with 100% employer match about $143,413 at 4% or $95,608 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 8 | $722,782 | $130,147 | $16,268iApproximate average salary by contribution assumption: employee only about $406,709 at 4% or $271,140 at 6%; with 50% employer match about $271,140 at 4% or $180,760 at 6%; with 100% employer match about $203,355 at 4% or $135,570 at 6%. |
| 2019 | 2 | 7 | $1,363,392 | $62,368 | $8,910iApproximate average salary by contribution assumption: employee only about $222,743 at 4% or $148,495 at 6%; with 50% employer match about $148,495 at 4% or $98,997 at 6%; with 100% employer match about $111,371 at 4% or $74,248 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 7 | $812,944 | $50,368 | $7,195iApproximate average salary by contribution assumption: employee only about $179,886 at 4% or $119,924 at 6%; with 50% employer match about $119,924 at 4% or $79,949 at 6%; with 100% employer match about $89,943 at 4% or $59,962 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 6 | $550,448 | $12,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2018 | 2 | 6 | $1,252,136 | $101,858 | $16,976iApproximate average salary by contribution assumption: employee only about $424,408 at 4% or $282,939 at 6%; with 50% employer match about $282,939 at 4% or $188,626 at 6%; with 100% employer match about $212,204 at 4% or $141,469 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 6 | $773,029 | $51,858 | $8,643iApproximate average salary by contribution assumption: employee only about $216,075 at 4% or $144,050 at 6%; with 50% employer match about $144,050 at 4% or $96,033 at 6%; with 100% employer match about $108,038 at 4% or $72,025 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 4 | $479,107 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2017 | 2 | 6 | $1,230,188 | $209,581 | $34,930iApproximate average salary by contribution assumption: employee only about $873,254 at 4% or $582,169 at 6%; with 50% employer match about $582,169 at 4% or $388,113 at 6%; with 100% employer match about $436,627 at 4% or $291,085 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 6 | $778,740 | $71,845 | $11,974iApproximate average salary by contribution assumption: employee only about $299,354 at 4% or $199,569 at 6%; with 50% employer match about $199,569 at 4% or $133,046 at 6%; with 100% employer match about $149,677 at 4% or $99,785 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 5 | $451,448 | $137,736 | $27,547iApproximate average salary by contribution assumption: employee only about $688,680 at 4% or $459,120 at 6%; with 50% employer match about $459,120 at 4% or $306,080 at 6%; with 100% employer match about $344,340 at 4% or $229,560 at 6%. |
| 2016 | 2 | 6 | $905,256 | $225,040 | $37,507iApproximate average salary by contribution assumption: employee only about $937,667 at 4% or $625,111 at 6%; with 50% employer match about $625,111 at 4% or $416,741 at 6%; with 100% employer match about $468,833 at 4% or $312,556 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 6 | $610,152 | $79,540 | $13,257iApproximate average salary by contribution assumption: employee only about $331,417 at 4% or $220,944 at 6%; with 50% employer match about $220,944 at 4% or $147,296 at 6%; with 100% employer match about $165,708 at 4% or $110,472 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 5 | $295,104 | $145,500 | $29,100iApproximate average salary by contribution assumption: employee only about $727,500 at 4% or $485,000 at 6%; with 50% employer match about $485,000 at 4% or $323,333 at 6%; with 100% employer match about $363,750 at 4% or $242,500 at 6%. |
| 2015 | 2 | 6 | $637,644 | $218,516 | $36,419iApproximate average salary by contribution assumption: employee only about $910,483 at 4% or $606,989 at 6%; with 50% employer match about $606,989 at 4% or $404,659 at 6%; with 100% employer match about $455,242 at 4% or $303,494 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 6 | $493,212 | $74,084 | $12,347iApproximate average salary by contribution assumption: employee only about $308,683 at 4% or $205,789 at 6%; with 50% employer match about $205,789 at 4% or $137,193 at 6%; with 100% employer match about $154,342 at 4% or $102,894 at 6%. |
| Klein Mccarthy & Co. Ltd. Cash Balance Plan | - | 5 | $144,432 | $144,432 | $28,886iApproximate average salary by contribution assumption: employee only about $722,160 at 4% or $481,440 at 6%; with 50% employer match about $481,440 at 4% or $320,960 at 6%; with 100% employer match about $361,080 at 4% or $240,720 at 6%. |
| 2014 | 1 | 5 | $418,986 | $47,411 | $9,482iApproximate average salary by contribution assumption: employee only about $237,055 at 4% or $158,037 at 6%; with 50% employer match about $158,037 at 4% or $105,358 at 6%; with 100% employer match about $118,528 at 4% or $79,018 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 5 | $418,986 | $47,411 | $9,482iApproximate average salary by contribution assumption: employee only about $237,055 at 4% or $158,037 at 6%; with 50% employer match about $158,037 at 4% or $105,358 at 6%; with 100% employer match about $118,528 at 4% or $79,018 at 6%. |
| 2013 | 1 | 5 | $348,723 | $43,186 | $8,637iApproximate average salary by contribution assumption: employee only about $215,930 at 4% or $143,953 at 6%; with 50% employer match about $143,953 at 4% or $95,969 at 6%; with 100% employer match about $107,965 at 4% or $71,977 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 5 | $348,723 | $43,186 | $8,637iApproximate average salary by contribution assumption: employee only about $215,930 at 4% or $143,953 at 6%; with 50% employer match about $143,953 at 4% or $95,969 at 6%; with 100% employer match about $107,965 at 4% or $71,977 at 6%. |
| 2012 | 1 | 5 | $239,921 | $16,835 | $3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,117 at 6%; with 50% employer match about $56,117 at 4% or $37,411 at 6%; with 100% employer match about $42,088 at 4% or $28,058 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 5 | $239,921 | $16,835 | $3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,117 at 6%; with 50% employer match about $56,117 at 4% or $37,411 at 6%; with 100% employer match about $42,088 at 4% or $28,058 at 6%. |
| 2011 | 1 | 6 | $289,746 | $14,521 | $2,420iApproximate average salary by contribution assumption: employee only about $60,504 at 4% or $40,336 at 6%; with 50% employer match about $40,336 at 4% or $26,891 at 6%; with 100% employer match about $30,252 at 4% or $20,168 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 6 | $289,746 | $14,521 | $2,420iApproximate average salary by contribution assumption: employee only about $60,504 at 4% or $40,336 at 6%; with 50% employer match about $40,336 at 4% or $26,891 at 6%; with 100% employer match about $30,252 at 4% or $20,168 at 6%. |
| 2010 | 1 | 6 | $332,135 | $59,510 | $9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,306 at 6%; with 50% employer match about $165,306 at 4% or $110,204 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 6 | $332,135 | $59,510 | $9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,306 at 6%; with 50% employer match about $165,306 at 4% or $110,204 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%. |
| 2009 | 1 | 7 | $278,270 | $81,239 | $11,606iApproximate average salary by contribution assumption: employee only about $290,139 at 4% or $193,426 at 6%; with 50% employer match about $193,426 at 4% or $128,951 at 6%; with 100% employer match about $145,070 at 4% or $96,713 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 7 | $278,270 | $81,239 | $11,606iApproximate average salary by contribution assumption: employee only about $290,139 at 4% or $193,426 at 6%; with 50% employer match about $193,426 at 4% or $128,951 at 6%; with 100% employer match about $145,070 at 4% or $96,713 at 6%. |
| 2008 | 1 | 9 | $150,105 | $72,779 | $8,087iApproximate average salary by contribution assumption: employee only about $202,164 at 4% or $134,776 at 6%; with 50% employer match about $134,776 at 4% or $89,851 at 6%; with 100% employer match about $101,082 at 4% or $67,388 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 9 | $150,105 | $72,779 | $8,087iApproximate average salary by contribution assumption: employee only about $202,164 at 4% or $134,776 at 6%; with 50% employer match about $134,776 at 4% or $89,851 at 6%; with 100% employer match about $101,082 at 4% or $67,388 at 6%. |
| 2007 | 1 | 7 | $152,616 | $79,875 | $11,411iApproximate average salary by contribution assumption: employee only about $285,268 at 4% or $190,179 at 6%; with 50% employer match about $190,179 at 4% or $126,786 at 6%; with 100% employer match about $142,634 at 4% or $95,089 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 7 | $152,616 | $79,875 | $11,411iApproximate average salary by contribution assumption: employee only about $285,268 at 4% or $190,179 at 6%; with 50% employer match about $190,179 at 4% or $126,786 at 6%; with 100% employer match about $142,634 at 4% or $95,089 at 6%. |
| 2006 | 1 | 8 | $69,267 | $65,241 | $8,155iApproximate average salary by contribution assumption: employee only about $203,878 at 4% or $135,919 at 6%; with 50% employer match about $135,919 at 4% or $90,613 at 6%; with 100% employer match about $101,939 at 4% or $67,959 at 6%. |
| Klein Mccarthy Architects 401(K) Plan and Trust | - | 8 | $69,267 | $65,241 | $8,155iApproximate average salary by contribution assumption: employee only about $203,878 at 4% or $135,919 at 6%; with 50% employer match about $135,919 at 4% or $90,613 at 6%; with 100% employer match about $101,939 at 4% or $67,959 at 6%. |