Civic Intelligence

Donatelli & Klein Inc

Plan context: Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust

EIN 52-0985349 • Bethesda, MD • 27 filings • 4 plans

4416 East-west HighwaySuite 410Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,344,892

2024 Contributions

$68,016

Historical Graphs

Total Assets Over Time

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

$4,731,479$2,365,740$0199920132024YearValue
$2,344,892Latest year 2024

Participants Over Time

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

1370199920122024YearValue
6Latest 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
202416$2,344,892$68,016$11,336iApproximate average salary by contribution assumption: employee only about $283,400 at 4% or $188,933 at 6%; with 50% employer match about $188,933 at 4% or $125,956 at 6%; with 100% employer match about $141,700 at 4% or $94,467 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-6$2,344,892$68,016$11,336iApproximate average salary by contribution assumption: employee only about $283,400 at 4% or $188,933 at 6%; with 50% employer match about $188,933 at 4% or $125,956 at 6%; with 100% employer match about $141,700 at 4% or $94,467 at 6%.
202319$4,331,025$137,169$15,241iApproximate average salary by contribution assumption: employee only about $381,025 at 4% or $254,017 at 6%; with 50% employer match about $254,017 at 4% or $169,344 at 6%; with 100% employer match about $190,513 at 4% or $127,008 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-9$4,331,025$137,169$15,241iApproximate average salary by contribution assumption: employee only about $381,025 at 4% or $254,017 at 6%; with 50% employer match about $254,017 at 4% or $169,344 at 6%; with 100% employer match about $190,513 at 4% or $127,008 at 6%.
2022111$3,901,933$160,503$14,591iApproximate average salary by contribution assumption: employee only about $364,780 at 4% or $243,186 at 6%; with 50% employer match about $243,186 at 4% or $162,124 at 6%; with 100% employer match about $182,390 at 4% or $121,593 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-11$3,901,933$160,503$14,591iApproximate average salary by contribution assumption: employee only about $364,780 at 4% or $243,186 at 6%; with 50% employer match about $243,186 at 4% or $162,124 at 6%; with 100% employer match about $182,390 at 4% or $121,593 at 6%.
2021111$4,433,807$842,574$76,598iApproximate average salary by contribution assumption: employee only about $1,914,941 at 4% or $1,276,627 at 6%; with 50% employer match about $1,276,627 at 4% or $851,085 at 6%; with 100% employer match about $957,470 at 4% or $638,314 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-11$4,433,807$842,574$76,598iApproximate average salary by contribution assumption: employee only about $1,914,941 at 4% or $1,276,627 at 6%; with 50% employer match about $1,276,627 at 4% or $851,085 at 6%; with 100% employer match about $957,470 at 4% or $638,314 at 6%.
2020112$3,882,224$161,331$13,444iApproximate average salary by contribution assumption: employee only about $336,106 at 4% or $224,071 at 6%; with 50% employer match about $224,071 at 4% or $149,381 at 6%; with 100% employer match about $168,053 at 4% or $112,035 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$3,882,224$161,331$13,444iApproximate average salary by contribution assumption: employee only about $336,106 at 4% or $224,071 at 6%; with 50% employer match about $224,071 at 4% or $149,381 at 6%; with 100% employer match about $168,053 at 4% or $112,035 at 6%.
2019112$4,731,479$167,144$13,929iApproximate average salary by contribution assumption: employee only about $348,217 at 4% or $232,144 at 6%; with 50% employer match about $232,144 at 4% or $154,763 at 6%; with 100% employer match about $174,108 at 4% or $116,072 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$4,731,479$167,144$13,929iApproximate average salary by contribution assumption: employee only about $348,217 at 4% or $232,144 at 6%; with 50% employer match about $232,144 at 4% or $154,763 at 6%; with 100% employer match about $174,108 at 4% or $116,072 at 6%.
2018112$3,618,906$157,312$13,109iApproximate average salary by contribution assumption: employee only about $327,733 at 4% or $218,489 at 6%; with 50% employer match about $218,489 at 4% or $145,659 at 6%; with 100% employer match about $163,867 at 4% or $109,244 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$3,618,906$157,312$13,109iApproximate average salary by contribution assumption: employee only about $327,733 at 4% or $218,489 at 6%; with 50% employer match about $218,489 at 4% or $145,659 at 6%; with 100% employer match about $163,867 at 4% or $109,244 at 6%.
2017113$3,864,234$157,617$12,124iApproximate average salary by contribution assumption: employee only about $303,110 at 4% or $202,073 at 6%; with 50% employer match about $202,073 at 4% or $134,715 at 6%; with 100% employer match about $151,555 at 4% or $101,037 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-13$3,864,234$157,617$12,124iApproximate average salary by contribution assumption: employee only about $303,110 at 4% or $202,073 at 6%; with 50% employer match about $202,073 at 4% or $134,715 at 6%; with 100% employer match about $151,555 at 4% or $101,037 at 6%.
2016112$3,260,359$155,504$12,959iApproximate average salary by contribution assumption: employee only about $323,967 at 4% or $215,978 at 6%; with 50% employer match about $215,978 at 4% or $143,985 at 6%; with 100% employer match about $161,983 at 4% or $107,989 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$3,260,359$155,504$12,959iApproximate average salary by contribution assumption: employee only about $323,967 at 4% or $215,978 at 6%; with 50% employer match about $215,978 at 4% or $143,985 at 6%; with 100% employer match about $161,983 at 4% or $107,989 at 6%.
2015112$2,857,142$151,116$12,593iApproximate average salary by contribution assumption: employee only about $314,825 at 4% or $209,883 at 6%; with 50% employer match about $209,883 at 4% or $139,922 at 6%; with 100% employer match about $157,413 at 4% or $104,942 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$2,857,142$151,116$12,593iApproximate average salary by contribution assumption: employee only about $314,825 at 4% or $209,883 at 6%; with 50% employer match about $209,883 at 4% or $139,922 at 6%; with 100% employer match about $157,413 at 4% or $104,942 at 6%.
2014112$2,783,026$144,026$12,002iApproximate average salary by contribution assumption: employee only about $300,054 at 4% or $200,036 at 6%; with 50% employer match about $200,036 at 4% or $133,357 at 6%; with 100% employer match about $150,027 at 4% or $100,018 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$2,783,026$144,026$12,002iApproximate average salary by contribution assumption: employee only about $300,054 at 4% or $200,036 at 6%; with 50% employer match about $200,036 at 4% or $133,357 at 6%; with 100% employer match about $150,027 at 4% or $100,018 at 6%.
2013112$2,446,919$143,949$11,996iApproximate average salary by contribution assumption: employee only about $299,894 at 4% or $199,929 at 6%; with 50% employer match about $199,929 at 4% or $133,286 at 6%; with 100% employer match about $149,947 at 4% or $99,965 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$2,446,919$143,949$11,996iApproximate average salary by contribution assumption: employee only about $299,894 at 4% or $199,929 at 6%; with 50% employer match about $199,929 at 4% or $133,286 at 6%; with 100% employer match about $149,947 at 4% or $99,965 at 6%.
2012112$1,842,139$145,928$12,161iApproximate average salary by contribution assumption: employee only about $304,017 at 4% or $202,678 at 6%; with 50% employer match about $202,678 at 4% or $135,119 at 6%; with 100% employer match about $152,008 at 4% or $101,339 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$1,842,139$145,928$12,161iApproximate average salary by contribution assumption: employee only about $304,017 at 4% or $202,678 at 6%; with 50% employer match about $202,678 at 4% or $135,119 at 6%; with 100% employer match about $152,008 at 4% or $101,339 at 6%.
2011112$1,467,627$145,016$12,085iApproximate average salary by contribution assumption: employee only about $302,117 at 4% or $201,411 at 6%; with 50% employer match about $201,411 at 4% or $134,274 at 6%; with 100% employer match about $151,058 at 4% or $100,706 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$1,467,627$145,016$12,085iApproximate average salary by contribution assumption: employee only about $302,117 at 4% or $201,411 at 6%; with 50% employer match about $201,411 at 4% or $134,274 at 6%; with 100% employer match about $151,058 at 4% or $100,706 at 6%.
2010112$1,378,877$135,318$11,277iApproximate average salary by contribution assumption: employee only about $281,913 at 4% or $187,942 at 6%; with 50% employer match about $187,942 at 4% or $125,294 at 6%; with 100% employer match about $140,956 at 4% or $93,971 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$1,378,877$135,318$11,277iApproximate average salary by contribution assumption: employee only about $281,913 at 4% or $187,942 at 6%; with 50% employer match about $187,942 at 4% or $125,294 at 6%; with 100% employer match about $140,956 at 4% or $93,971 at 6%.
2009112$1,095,208$153,643$12,804iApproximate average salary by contribution assumption: employee only about $320,090 at 4% or $213,393 at 6%; with 50% employer match about $213,393 at 4% or $142,262 at 6%; with 100% employer match about $160,045 at 4% or $106,697 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-12$1,095,208$153,643$12,804iApproximate average salary by contribution assumption: employee only about $320,090 at 4% or $213,393 at 6%; with 50% employer match about $213,393 at 4% or $142,262 at 6%; with 100% employer match about $160,045 at 4% or $106,697 at 6%.
2008110$710,401$147,901$14,790iApproximate average salary by contribution assumption: employee only about $369,753 at 4% or $246,502 at 6%; with 50% employer match about $246,502 at 4% or $164,334 at 6%; with 100% employer match about $184,876 at 4% or $123,251 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-10$710,401$147,901$14,790iApproximate average salary by contribution assumption: employee only about $369,753 at 4% or $246,502 at 6%; with 50% employer match about $246,502 at 4% or $164,334 at 6%; with 100% employer match about $184,876 at 4% or $123,251 at 6%.
2007110$0$0-
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-10---
2006113$766,132$113,994$8,769iApproximate average salary by contribution assumption: employee only about $219,219 at 4% or $146,146 at 6%; with 50% employer match about $146,146 at 4% or $97,431 at 6%; with 100% employer match about $109,610 at 4% or $73,073 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-13$766,132$113,994$8,769iApproximate average salary by contribution assumption: employee only about $219,219 at 4% or $146,146 at 6%; with 50% employer match about $146,146 at 4% or $97,431 at 6%; with 100% employer match about $109,610 at 4% or $73,073 at 6%.
2005110$572,449$95,607$9,561iApproximate average salary by contribution assumption: employee only about $239,018 at 4% or $159,345 at 6%; with 50% employer match about $159,345 at 4% or $106,230 at 6%; with 100% employer match about $119,509 at 4% or $79,673 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-10$572,449$95,607$9,561iApproximate average salary by contribution assumption: employee only about $239,018 at 4% or $159,345 at 6%; with 50% employer match about $159,345 at 4% or $106,230 at 6%; with 100% employer match about $119,509 at 4% or $79,673 at 6%.
200418$444,006$94,670$11,834iApproximate average salary by contribution assumption: employee only about $295,844 at 4% or $197,229 at 6%; with 50% employer match about $197,229 at 4% or $131,486 at 6%; with 100% employer match about $147,922 at 4% or $98,615 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-8$444,006$94,670$11,834iApproximate average salary by contribution assumption: employee only about $295,844 at 4% or $197,229 at 6%; with 50% employer match about $197,229 at 4% or $131,486 at 6%; with 100% employer match about $147,922 at 4% or $98,615 at 6%.
200318$0$0-
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-8---
200228$161,562$102,112$12,764iApproximate average salary by contribution assumption: employee only about $319,100 at 4% or $212,733 at 6%; with 50% employer match about $212,733 at 4% or $141,822 at 6%; with 100% employer match about $159,550 at 4% or $106,367 at 6%.
Donatelli & Klein Inc. 401K Profit Sharing Plan & Trust-8$161,562$77,650$9,706iApproximate average salary by contribution assumption: employee only about $242,656 at 4% or $161,771 at 6%; with 50% employer match about $161,771 at 4% or $107,847 at 6%; with 100% employer match about $121,328 at 4% or $80,885 at 6%.
Donatelli & Klein Inc 401K Profit Sharing Plan & Trust-6-$24,462$4,077iApproximate average salary by contribution assumption: employee only about $101,925 at 4% or $67,950 at 6%; with 50% employer match about $67,950 at 4% or $45,300 at 6%; with 100% employer match about $50,963 at 4% or $33,975 at 6%.
200115$154,263$46,004$9,201iApproximate average salary by contribution assumption: employee only about $230,020 at 4% or $153,347 at 6%; with 50% employer match about $153,347 at 4% or $102,231 at 6%; with 100% employer match about $115,010 at 4% or $76,673 at 6%.
Donatelli & Klein Inc 401K Profit Sharing Plan & Trust-5$154,263$46,004$9,201iApproximate average salary by contribution assumption: employee only about $230,020 at 4% or $153,347 at 6%; with 50% employer match about $153,347 at 4% or $102,231 at 6%; with 100% employer match about $115,010 at 4% or $76,673 at 6%.
200015$145,476$39,928$7,986iApproximate average salary by contribution assumption: employee only about $199,640 at 4% or $133,093 at 6%; with 50% employer match about $133,093 at 4% or $88,729 at 6%; with 100% employer match about $99,820 at 4% or $66,547 at 6%.
Donatelli & Klein Inc 401K Profit Sharing Plan & Trust-5$145,476$39,928$7,986iApproximate average salary by contribution assumption: employee only about $199,640 at 4% or $133,093 at 6%; with 50% employer match about $133,093 at 4% or $88,729 at 6%; with 100% employer match about $99,820 at 4% or $66,547 at 6%.
199916$131,477$34,154$5,692iApproximate average salary by contribution assumption: employee only about $142,308 at 4% or $94,872 at 6%; with 50% employer match about $94,872 at 4% or $63,248 at 6%; with 100% employer match about $71,154 at 4% or $47,436 at 6%.
Donatelli & Klein Inc 401K Profit Sharing Plan & Trust-6$131,477$34,154$5,692iApproximate average salary by contribution assumption: employee only about $142,308 at 4% or $94,872 at 6%; with 50% employer match about $94,872 at 4% or $63,248 at 6%; with 100% employer match about $71,154 at 4% or $47,436 at 6%.