Civic Intelligence

Ellis B. Klein & Associates LLC

Plan context: Ellis B. Klein & Associates LLC 401(K) Plan

EIN 47-4616808 • Yardley, PA • 8 filings • 1 plans

301 Oxford Valley Rd. #1901BYardley, PA 19067
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,323,316

2024 Contributions

$110,786

Historical Graphs

Total Assets Over Time

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

$1,323,316$661,658$0201520192024YearValue
$1,323,316Latest year 2024

Participants Over Time

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

420201520192024YearValue
3Latest year 2024

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
202413$1,323,316$110,786$36,929iApproximate average salary by contribution assumption: employee only about $923,217 at 4% or $615,478 at 6%; with 50% employer match about $615,478 at 4% or $410,319 at 6%; with 100% employer match about $461,608 at 4% or $307,739 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-3$1,323,316$110,786$36,929iApproximate average salary by contribution assumption: employee only about $923,217 at 4% or $615,478 at 6%; with 50% employer match about $615,478 at 4% or $410,319 at 6%; with 100% employer match about $461,608 at 4% or $307,739 at 6%.
202314$1,125,131$136,870$34,218iApproximate average salary by contribution assumption: employee only about $855,438 at 4% or $570,292 at 6%; with 50% employer match about $570,292 at 4% or $380,194 at 6%; with 100% employer match about $427,719 at 4% or $285,146 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-4$1,125,131$136,870$34,218iApproximate average salary by contribution assumption: employee only about $855,438 at 4% or $570,292 at 6%; with 50% employer match about $570,292 at 4% or $380,194 at 6%; with 100% employer match about $427,719 at 4% or $285,146 at 6%.
202014$831,428$98,694$24,674iApproximate average salary by contribution assumption: employee only about $616,838 at 4% or $411,225 at 6%; with 50% employer match about $411,225 at 4% or $274,150 at 6%; with 100% employer match about $308,419 at 4% or $205,613 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-4$831,428$98,694$24,674iApproximate average salary by contribution assumption: employee only about $616,838 at 4% or $411,225 at 6%; with 50% employer match about $411,225 at 4% or $274,150 at 6%; with 100% employer match about $308,419 at 4% or $205,613 at 6%.
201913$650,084$48,658$16,219iApproximate average salary by contribution assumption: employee only about $405,483 at 4% or $270,322 at 6%; with 50% employer match about $270,322 at 4% or $180,215 at 6%; with 100% employer match about $202,742 at 4% or $135,161 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-3$650,084$48,658$16,219iApproximate average salary by contribution assumption: employee only about $405,483 at 4% or $270,322 at 6%; with 50% employer match about $270,322 at 4% or $180,215 at 6%; with 100% employer match about $202,742 at 4% or $135,161 at 6%.
201813$512,223$81,005$27,002iApproximate average salary by contribution assumption: employee only about $675,042 at 4% or $450,028 at 6%; with 50% employer match about $450,028 at 4% or $300,019 at 6%; with 100% employer match about $337,521 at 4% or $225,014 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-3$512,223$81,005$27,002iApproximate average salary by contribution assumption: employee only about $675,042 at 4% or $450,028 at 6%; with 50% employer match about $450,028 at 4% or $300,019 at 6%; with 100% employer match about $337,521 at 4% or $225,014 at 6%.
201713$470,651$52,649$17,550iApproximate average salary by contribution assumption: employee only about $438,742 at 4% or $292,494 at 6%; with 50% employer match about $292,494 at 4% or $194,996 at 6%; with 100% employer match about $219,371 at 4% or $146,247 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-3$470,651$52,649$17,550iApproximate average salary by contribution assumption: employee only about $438,742 at 4% or $292,494 at 6%; with 50% employer match about $292,494 at 4% or $194,996 at 6%; with 100% employer match about $219,371 at 4% or $146,247 at 6%.
201613$375,955$335,722$111,907iApproximate average salary by contribution assumption: employee only about $2,797,683 at 4% or $1,865,122 at 6%; with 50% employer match about $1,865,122 at 4% or $1,243,415 at 6%; with 100% employer match about $1,398,842 at 4% or $932,561 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-3$375,955$335,722$111,907iApproximate average salary by contribution assumption: employee only about $2,797,683 at 4% or $1,865,122 at 6%; with 50% employer match about $1,865,122 at 4% or $1,243,415 at 6%; with 100% employer match about $1,398,842 at 4% or $932,561 at 6%.
201513$15,443$15,443$5,148iApproximate average salary by contribution assumption: employee only about $128,692 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,346 at 4% or $42,897 at 6%.
Ellis B. Klein & Associates LLC 401(K) Plan-3$15,443$15,443$5,148iApproximate average salary by contribution assumption: employee only about $128,692 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,346 at 4% or $42,897 at 6%.