Civic Intelligence

Earl a. Klein Agency Inc.

Plan context: Earl a. Klein Agency Inc. Profit Sharing Plan and Trust

EIN 52-0989711 • 11 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

8

2005 Assets

$4,741,678

2005 Contributions

$110,453

Historical Graphs

Total Assets Over Time

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

$4,741,678$2,370,839$0199920022005YearValue
$4,741,678Latest year 2005

Participants Over Time

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

1890199920022005YearValue
8Latest year 2005

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
200518$4,741,678$110,453$13,807iApproximate average salary by contribution assumption: employee only about $345,166 at 4% or $230,110 at 6%; with 50% employer match about $230,110 at 4% or $153,407 at 6%; with 100% employer match about $172,583 at 4% or $115,055 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-8$4,741,678$110,453$13,807iApproximate average salary by contribution assumption: employee only about $345,166 at 4% or $230,110 at 6%; with 50% employer match about $230,110 at 4% or $153,407 at 6%; with 100% employer match about $172,583 at 4% or $115,055 at 6%.
2004118$4,604,004$173,818$9,657iApproximate average salary by contribution assumption: employee only about $241,414 at 4% or $160,943 at 6%; with 50% employer match about $160,943 at 4% or $107,295 at 6%; with 100% employer match about $120,707 at 4% or $80,471 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-18$4,604,004$173,818$9,657iApproximate average salary by contribution assumption: employee only about $241,414 at 4% or $160,943 at 6%; with 50% employer match about $160,943 at 4% or $107,295 at 6%; with 100% employer match about $120,707 at 4% or $80,471 at 6%.
2003115$3,860,362$133,095$8,873iApproximate average salary by contribution assumption: employee only about $221,825 at 4% or $147,883 at 6%; with 50% employer match about $147,883 at 4% or $98,589 at 6%; with 100% employer match about $110,913 at 4% or $73,942 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-15$3,860,362$133,095$8,873iApproximate average salary by contribution assumption: employee only about $221,825 at 4% or $147,883 at 6%; with 50% employer match about $147,883 at 4% or $98,589 at 6%; with 100% employer match about $110,913 at 4% or $73,942 at 6%.
2002211$2,994,185$131,924$11,993iApproximate average salary by contribution assumption: employee only about $299,827 at 4% or $199,885 at 6%; with 50% employer match about $199,885 at 4% or $133,257 at 6%; with 100% employer match about $149,914 at 4% or $99,942 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-11$2,994,185--
Earl a. Klein Agency Inc. Target Benefit Pension Plan and Trust-0-$131,924-
200129$3,451,746$103,665$11,518iApproximate average salary by contribution assumption: employee only about $287,958 at 4% or $191,972 at 6%; with 50% employer match about $191,972 at 4% or $127,981 at 6%; with 100% employer match about $143,979 at 4% or $95,986 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-9$2,748,653--
Earl a. Klein Agency Inc. Target Benefit Pension Plan and Trust-9$703,093$103,665$11,518iApproximate average salary by contribution assumption: employee only about $287,958 at 4% or $191,972 at 6%; with 50% employer match about $191,972 at 4% or $127,981 at 6%; with 100% employer match about $143,979 at 4% or $95,986 at 6%.
2000212$3,944,762$96,697$8,058iApproximate average salary by contribution assumption: employee only about $201,452 at 4% or $134,301 at 6%; with 50% employer match about $134,301 at 4% or $89,534 at 6%; with 100% employer match about $100,726 at 4% or $67,151 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-12$3,238,506--
Earl a. Klein Agency Inc. Target Benefit Pension Plan and Trust-12$706,256$96,697$8,058iApproximate average salary by contribution assumption: employee only about $201,452 at 4% or $134,301 at 6%; with 50% employer match about $134,301 at 4% or $89,534 at 6%; with 100% employer match about $100,726 at 4% or $67,151 at 6%.
1999211$4,080,851$91,867$8,352iApproximate average salary by contribution assumption: employee only about $208,789 at 4% or $139,192 at 6%; with 50% employer match about $139,192 at 4% or $92,795 at 6%; with 100% employer match about $104,394 at 4% or $69,596 at 6%.
Earl a. Klein Agency Inc. Profit Sharing Plan and Trust-11$3,391,052--
Earl a. Klein Agency Inc. Target Benefit Pension Plan and Trust-11$689,799$91,867$8,352iApproximate average salary by contribution assumption: employee only about $208,789 at 4% or $139,192 at 6%; with 50% employer match about $139,192 at 4% or $92,795 at 6%; with 100% employer match about $104,394 at 4% or $69,596 at 6%.