Civic Intelligence

Jerry a Klein PC

Plan context: Jerry a Klein PC Employer Profit Sharing Plan Trust

EIN 43-1243220 • Saint Louis, MO • 26 filings • 8 plans

7777 Bonhomme Ave Ste 1910Saint Louis, MO 63105-1911
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,492,410

2024 Contributions

$46,508

Historical Graphs

Total Assets Over Time

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

$2,910,661$1,455,331$0200420142023YearValue
$1,492,410Latest year 2023

Participants Over Time

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

320200020122023YearValue
2Latest year 2023

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
202410$0$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-0---
202312$1,492,410$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,492,410--
202212$1,284,612$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,284,612--
202122$2,910,661$46,508$23,254iApproximate average salary by contribution assumption: employee only about $581,350 at 4% or $387,567 at 6%; with 50% employer match about $387,567 at 4% or $258,378 at 6%; with 100% employer match about $290,675 at 4% or $193,783 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,482,841--
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,427,820$46,508$23,254iApproximate average salary by contribution assumption: employee only about $581,350 at 4% or $387,567 at 6%; with 50% employer match about $387,567 at 4% or $258,378 at 6%; with 100% employer match about $290,675 at 4% or $193,783 at 6%.
202012$1,295,307$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,295,307$0-
201912$1,035,168$18,119$9,060iApproximate average salary by contribution assumption: employee only about $226,488 at 4% or $150,992 at 6%; with 50% employer match about $150,992 at 4% or $100,661 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,035,168$18,119$9,060iApproximate average salary by contribution assumption: employee only about $226,488 at 4% or $150,992 at 6%; with 50% employer match about $150,992 at 4% or $100,661 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%.
201812$1,024,614$31,107$15,554iApproximate average salary by contribution assumption: employee only about $388,838 at 4% or $259,225 at 6%; with 50% employer match about $259,225 at 4% or $172,817 at 6%; with 100% employer match about $194,419 at 4% or $129,613 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,024,614$31,107$15,554iApproximate average salary by contribution assumption: employee only about $388,838 at 4% or $259,225 at 6%; with 50% employer match about $259,225 at 4% or $172,817 at 6%; with 100% employer match about $194,419 at 4% or $129,613 at 6%.
201712$1,021,098$91,458$45,729iApproximate average salary by contribution assumption: employee only about $1,143,225 at 4% or $762,150 at 6%; with 50% employer match about $762,150 at 4% or $508,100 at 6%; with 100% employer match about $571,613 at 4% or $381,075 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$1,021,098$91,458$45,729iApproximate average salary by contribution assumption: employee only about $1,143,225 at 4% or $762,150 at 6%; with 50% employer match about $762,150 at 4% or $508,100 at 6%; with 100% employer match about $571,613 at 4% or $381,075 at 6%.
201612$826,170$38,875$19,438iApproximate average salary by contribution assumption: employee only about $485,938 at 4% or $323,958 at 6%; with 50% employer match about $323,958 at 4% or $215,972 at 6%; with 100% employer match about $242,969 at 4% or $161,979 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$826,170$38,875$19,438iApproximate average salary by contribution assumption: employee only about $485,938 at 4% or $323,958 at 6%; with 50% employer match about $323,958 at 4% or $215,972 at 6%; with 100% employer match about $242,969 at 4% or $161,979 at 6%.
201512$663,058$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$663,058$0-
201412$783,575$42,300$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$783,575$42,300$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
201312$712,630$30,700$15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$712,630$30,700$15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%.
201212$594,963$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$594,963--
201112$551,724$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$551,724--
201012$580,490$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$580,490--
200913$491,793$26,750$8,917iApproximate average salary by contribution assumption: employee only about $222,917 at 4% or $148,611 at 6%; with 50% employer match about $148,611 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,306 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-3$491,793$26,750$8,917iApproximate average salary by contribution assumption: employee only about $222,917 at 4% or $148,611 at 6%; with 50% employer match about $148,611 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,306 at 6%.
200812$323,789$8,500$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-2$323,789$8,500$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
200712$0$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-2---
200611$529,278$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-1$529,278$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200511$466,859$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-1$466,859--
200411$437,868$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Jerry a Klein PC Employer Profit Sharing Plan Trust-1$437,868$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
200311$0$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-1---
200211$0$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-1---
200111$0$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-1---
200011$0$0-
Jerry a Klein PC Employer Profit Sharing Plan Trust-1---