Klein & Walker Orthodontics LLC
Plan context: Klein & Walker Orthodontics LLC 401K Profit Sharing Plan
EIN 46-3342446 • Overland Park, KS • 19 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$3,692,626
2024 Contributions
$225,444
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 31 | $3,692,626 | $225,444 | $7,272iApproximate average salary by contribution assumption: employee only about $181,810 at 4% or $121,206 at 6%; with 50% employer match about $121,206 at 4% or $80,804 at 6%; with 100% employer match about $90,905 at 4% or $60,603 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 31 | $2,868,160 | $131,694 | $4,248iApproximate average salary by contribution assumption: employee only about $106,205 at 4% or $70,803 at 6%; with 50% employer match about $70,803 at 4% or $47,202 at 6%; with 100% employer match about $53,102 at 4% or $35,402 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 28 | $824,466 | $93,750 | $3,348iApproximate average salary by contribution assumption: employee only about $83,705 at 4% or $55,804 at 6%; with 50% employer match about $55,804 at 4% or $37,202 at 6%; with 100% employer match about $41,853 at 4% or $27,902 at 6%. |
| 2023 | 2 | 33 | $3,327,611 | $279,989 | $8,485iApproximate average salary by contribution assumption: employee only about $212,113 at 4% or $141,409 at 6%; with 50% employer match about $141,409 at 4% or $94,272 at 6%; with 100% employer match about $106,056 at 4% or $70,704 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 33 | $2,648,201 | $244,989 | $7,424iApproximate average salary by contribution assumption: employee only about $185,598 at 4% or $123,732 at 6%; with 50% employer match about $123,732 at 4% or $82,488 at 6%; with 100% employer match about $92,799 at 4% or $61,866 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 21 | $679,410 | $35,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 2022 | 2 | 25 | $2,660,200 | $400,076 | $16,003iApproximate average salary by contribution assumption: employee only about $400,076 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,812 at 6%; with 100% employer match about $200,038 at 4% or $133,359 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 25 | $2,091,820 | $233,826 | $9,353iApproximate average salary by contribution assumption: employee only about $233,826 at 4% or $155,884 at 6%; with 50% employer match about $155,884 at 4% or $103,923 at 6%; with 100% employer match about $116,913 at 4% or $77,942 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 16 | $568,380 | $166,250 | $10,391iApproximate average salary by contribution assumption: employee only about $259,766 at 4% or $173,177 at 6%; with 50% employer match about $173,177 at 4% or $115,451 at 6%; with 100% employer match about $129,883 at 4% or $86,589 at 6%. |
| 2021 | 2 | 25 | $2,660,814 | $360,194 | $14,408iApproximate average salary by contribution assumption: employee only about $360,194 at 4% or $240,129 at 6%; with 50% employer match about $240,129 at 4% or $160,086 at 6%; with 100% employer match about $180,097 at 4% or $120,065 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 25 | $2,186,711 | $247,694 | $9,908iApproximate average salary by contribution assumption: employee only about $247,694 at 4% or $165,129 at 6%; with 50% employer match about $165,129 at 4% or $110,086 at 6%; with 100% employer match about $123,847 at 4% or $82,565 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 15 | $474,103 | $112,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2020 | 2 | 28 | $2,097,118 | $318,178 | $11,364iApproximate average salary by contribution assumption: employee only about $284,088 at 4% or $189,392 at 6%; with 50% employer match about $189,392 at 4% or $126,261 at 6%; with 100% employer match about $142,044 at 4% or $94,696 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 28 | $1,778,450 | $231,928 | $8,283iApproximate average salary by contribution assumption: employee only about $207,079 at 4% or $138,052 at 6%; with 50% employer match about $138,052 at 4% or $92,035 at 6%; with 100% employer match about $103,539 at 4% or $69,026 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 16 | $318,668 | $86,250 | $5,391iApproximate average salary by contribution assumption: employee only about $134,766 at 4% or $89,844 at 6%; with 50% employer match about $89,844 at 4% or $59,896 at 6%; with 100% employer match about $67,383 at 4% or $44,922 at 6%. |
| 2019 | 2 | 26 | $1,698,327 | $321,095 | $12,350iApproximate average salary by contribution assumption: employee only about $308,745 at 4% or $205,830 at 6%; with 50% employer match about $205,830 at 4% or $137,220 at 6%; with 100% employer match about $154,373 at 4% or $102,915 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 26 | $1,497,543 | $236,143 | $9,082iApproximate average salary by contribution assumption: employee only about $227,061 at 4% or $151,374 at 6%; with 50% employer match about $151,374 at 4% or $100,916 at 6%; with 100% employer match about $113,530 at 4% or $75,687 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 16 | $200,784 | $84,952 | $5,310iApproximate average salary by contribution assumption: employee only about $132,738 at 4% or $88,492 at 6%; with 50% employer match about $88,492 at 4% or $58,994 at 6%; with 100% employer match about $66,369 at 4% or $44,246 at 6%. |
| 2018 | 2 | 25 | $1,230,190 | $331,262 | $13,250iApproximate average salary by contribution assumption: employee only about $331,262 at 4% or $220,841 at 6%; with 50% employer match about $220,841 at 4% or $147,228 at 6%; with 100% employer match about $165,631 at 4% or $110,421 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 25 | $1,125,038 | $226,110 | $9,044iApproximate average salary by contribution assumption: employee only about $226,110 at 4% or $150,740 at 6%; with 50% employer match about $150,740 at 4% or $100,493 at 6%; with 100% employer match about $113,055 at 4% or $75,370 at 6%. |
| KLEIN & WALKER ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | - | 20 | $105,152 | $105,152 | $5,258iApproximate average salary by contribution assumption: employee only about $131,440 at 4% or $87,627 at 6%; with 50% employer match about $87,627 at 4% or $58,418 at 6%; with 100% employer match about $65,720 at 4% or $43,813 at 6%. |
| 2017 | 1 | 17 | $969,152 | $97,965 | $5,763iApproximate average salary by contribution assumption: employee only about $144,066 at 4% or $96,044 at 6%; with 50% employer match about $96,044 at 4% or $64,029 at 6%; with 100% employer match about $72,033 at 4% or $48,022 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 17 | $969,152 | $97,965 | $5,763iApproximate average salary by contribution assumption: employee only about $144,066 at 4% or $96,044 at 6%; with 50% employer match about $96,044 at 4% or $64,029 at 6%; with 100% employer match about $72,033 at 4% or $48,022 at 6%. |
| 2016 | 1 | 17 | $783,211 | $93,329 | $5,490iApproximate average salary by contribution assumption: employee only about $137,249 at 4% or $91,499 at 6%; with 50% employer match about $91,499 at 4% or $60,999 at 6%; with 100% employer match about $68,624 at 4% or $45,750 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 17 | $783,211 | $93,329 | $5,490iApproximate average salary by contribution assumption: employee only about $137,249 at 4% or $91,499 at 6%; with 50% employer match about $91,499 at 4% or $60,999 at 6%; with 100% employer match about $68,624 at 4% or $45,750 at 6%. |
| 2015 | 1 | 18 | $656,442 | $92,573 | $5,143iApproximate average salary by contribution assumption: employee only about $128,574 at 4% or $85,716 at 6%; with 50% employer match about $85,716 at 4% or $57,144 at 6%; with 100% employer match about $64,287 at 4% or $42,858 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 18 | $656,442 | $92,573 | $5,143iApproximate average salary by contribution assumption: employee only about $128,574 at 4% or $85,716 at 6%; with 50% employer match about $85,716 at 4% or $57,144 at 6%; with 100% employer match about $64,287 at 4% or $42,858 at 6%. |
| 2014 | 1 | 19 | $574,954 | $67,715 | $3,564iApproximate average salary by contribution assumption: employee only about $89,099 at 4% or $59,399 at 6%; with 50% employer match about $59,399 at 4% or $39,599 at 6%; with 100% employer match about $44,549 at 4% or $29,700 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 19 | $574,954 | $67,715 | $3,564iApproximate average salary by contribution assumption: employee only about $89,099 at 4% or $59,399 at 6%; with 50% employer match about $59,399 at 4% or $39,599 at 6%; with 100% employer match about $44,549 at 4% or $29,700 at 6%. |
| 2013 | 1 | 20 | $479,672 | $39,522 | $1,976iApproximate average salary by contribution assumption: employee only about $49,403 at 4% or $32,935 at 6%; with 50% employer match about $32,935 at 4% or $21,957 at 6%; with 100% employer match about $24,701 at 4% or $16,468 at 6%. |
| Klein & Walker Orthodontics LLC 401K Profit Sharing Plan | - | 20 | $479,672 | $39,522 | $1,976iApproximate average salary by contribution assumption: employee only about $49,403 at 4% or $32,935 at 6%; with 50% employer match about $32,935 at 4% or $21,957 at 6%; with 100% employer match about $24,701 at 4% or $16,468 at 6%. |