Gellert, Klein & Macleod LLP
Plan context: Gellert, Klein & Macleod LLP 401K Profit Sharing Plan and Trust
EIN 46-3061225 • Poughkeepsie, NY • 5 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
13
2017 Assets
$1,935,218
2017 Contributions
$12,290
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 13 | $1,935,218 | $12,290 | $945iApproximate average salary by contribution assumption: employee only about $23,635 at 4% or $15,756 at 6%; with 50% employer match about $15,756 at 4% or $10,504 at 6%; with 100% employer match about $11,817 at 4% or $7,878 at 6%. |
| Gellert, Klein & Macleod LLP 401K Profit Sharing Plan and Trust | - | 13 | $1,935,218 | $9,348 | $719iApproximate average salary by contribution assumption: employee only about $17,977 at 4% or $11,985 at 6%; with 50% employer match about $11,985 at 4% or $7,990 at 6%; with 100% employer match about $8,988 at 4% or $5,992 at 6%. |
| Gellert, Klein & Macleod LLP 401K Profit Sharing Plan and Trust | - | 0 | $0 | $2,942 | - |
| 2016 | 1 | 19 | $1,953,516 | $6,182 | $325iApproximate average salary by contribution assumption: employee only about $8,134 at 4% or $5,423 at 6%; with 50% employer match about $5,423 at 4% or $3,615 at 6%; with 100% employer match about $4,067 at 4% or $2,711 at 6%. |
| Gellert, Klein & Macleod LLP 401K Profit Sharing Plan and Trust | - | 19 | $1,953,516 | $6,182 | $325iApproximate average salary by contribution assumption: employee only about $8,134 at 4% or $5,423 at 6%; with 50% employer match about $5,423 at 4% or $3,615 at 6%; with 100% employer match about $4,067 at 4% or $2,711 at 6%. |
| 2015 | 1 | 22 | $1,911,940 | $8,051 | $366iApproximate average salary by contribution assumption: employee only about $9,149 at 4% or $6,099 at 6%; with 50% employer match about $6,099 at 4% or $4,066 at 6%; with 100% employer match about $4,574 at 4% or $3,050 at 6%. |
| Gellert, Klein & Macleod LLP 401K Profit Sharing Plan and Trust | - | 22 | $1,911,940 | $8,051 | $366iApproximate average salary by contribution assumption: employee only about $9,149 at 4% or $6,099 at 6%; with 50% employer match about $6,099 at 4% or $4,066 at 6%; with 100% employer match about $4,574 at 4% or $3,050 at 6%. |
| 2014 | 1 | 27 | $2,389,870 | $20,728 | $768iApproximate average salary by contribution assumption: employee only about $19,193 at 4% or $12,795 at 6%; with 50% employer match about $12,795 at 4% or $8,530 at 6%; with 100% employer match about $9,596 at 4% or $6,398 at 6%. |
| Gellert, Klein & Macleod LLP 401K Profit Sharing Plan and Trust | - | 27 | $2,389,870 | $20,728 | $768iApproximate average salary by contribution assumption: employee only about $19,193 at 4% or $12,795 at 6%; with 50% employer match about $12,795 at 4% or $8,530 at 6%; with 100% employer match about $9,596 at 4% or $6,398 at 6%. |