Jeffrey S. Kliman, M.D.
Plan context: Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan
EIN 56-5250353 • Palo Altos, CA • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,388,015
2024 Contributions
$75,753
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 | 1 | 5 | $1,388,015 | $75,753 | $15,151iApproximate average salary by contribution assumption: employee only about $378,765 at 4% or $252,510 at 6%; with 50% employer match about $252,510 at 4% or $168,340 at 6%; with 100% employer match about $189,383 at 4% or $126,255 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,388,015 | $75,753 | $15,151iApproximate average salary by contribution assumption: employee only about $378,765 at 4% or $252,510 at 6%; with 50% employer match about $252,510 at 4% or $168,340 at 6%; with 100% employer match about $189,383 at 4% or $126,255 at 6%. |
| 2023 | 1 | 5 | $1,022,072 | $69,416 | $13,883iApproximate average salary by contribution assumption: employee only about $347,080 at 4% or $231,387 at 6%; with 50% employer match about $231,387 at 4% or $154,258 at 6%; with 100% employer match about $173,540 at 4% or $115,693 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,022,072 | $69,416 | $13,883iApproximate average salary by contribution assumption: employee only about $347,080 at 4% or $231,387 at 6%; with 50% employer match about $231,387 at 4% or $154,258 at 6%; with 100% employer match about $173,540 at 4% or $115,693 at 6%. |
| 2022 | 1 | 4 | $885,092 | $63,530 | $15,883iApproximate average salary by contribution assumption: employee only about $397,063 at 4% or $264,708 at 6%; with 50% employer match about $264,708 at 4% or $176,472 at 6%; with 100% employer match about $198,531 at 4% or $132,354 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $885,092 | $63,530 | $15,883iApproximate average salary by contribution assumption: employee only about $397,063 at 4% or $264,708 at 6%; with 50% employer match about $264,708 at 4% or $176,472 at 6%; with 100% employer match about $198,531 at 4% or $132,354 at 6%. |
| 2021 | 1 | 4 | $842,624 | $60,649 | $15,162iApproximate average salary by contribution assumption: employee only about $379,056 at 4% or $252,704 at 6%; with 50% employer match about $252,704 at 4% or $168,469 at 6%; with 100% employer match about $189,528 at 4% or $126,352 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $842,624 | $60,649 | $15,162iApproximate average salary by contribution assumption: employee only about $379,056 at 4% or $252,704 at 6%; with 50% employer match about $252,704 at 4% or $168,469 at 6%; with 100% employer match about $189,528 at 4% or $126,352 at 6%. |
| 2020 | 1 | 4 | $647,155 | $54,875 | $13,719iApproximate average salary by contribution assumption: employee only about $342,969 at 4% or $228,646 at 6%; with 50% employer match about $228,646 at 4% or $152,431 at 6%; with 100% employer match about $171,484 at 4% or $114,323 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $647,155 | $54,875 | $13,719iApproximate average salary by contribution assumption: employee only about $342,969 at 4% or $228,646 at 6%; with 50% employer match about $228,646 at 4% or $152,431 at 6%; with 100% employer match about $171,484 at 4% or $114,323 at 6%. |
| 2019 | 1 | 4 | $482,307 | $62,960 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $482,307 | $62,960 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| 2018 | 1 | 4 | $325,439 | $67,600 | $16,900iApproximate average salary by contribution assumption: employee only about $422,500 at 4% or $281,667 at 6%; with 50% employer match about $281,667 at 4% or $187,778 at 6%; with 100% employer match about $211,250 at 4% or $140,833 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $325,439 | $67,600 | $16,900iApproximate average salary by contribution assumption: employee only about $422,500 at 4% or $281,667 at 6%; with 50% employer match about $281,667 at 4% or $187,778 at 6%; with 100% employer match about $211,250 at 4% or $140,833 at 6%. |
| 2017 | 1 | 4 | $278,556 | $32,376 | $8,094iApproximate average salary by contribution assumption: employee only about $202,350 at 4% or $134,900 at 6%; with 50% employer match about $134,900 at 4% or $89,933 at 6%; with 100% employer match about $101,175 at 4% or $67,450 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $278,556 | $32,376 | $8,094iApproximate average salary by contribution assumption: employee only about $202,350 at 4% or $134,900 at 6%; with 50% employer match about $134,900 at 4% or $89,933 at 6%; with 100% employer match about $101,175 at 4% or $67,450 at 6%. |
| 2016 | 1 | 4 | $214,171 | $55,562 | $13,891iApproximate average salary by contribution assumption: employee only about $347,263 at 4% or $231,508 at 6%; with 50% employer match about $231,508 at 4% or $154,339 at 6%; with 100% employer match about $173,631 at 4% or $115,754 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $214,171 | $55,562 | $13,891iApproximate average salary by contribution assumption: employee only about $347,263 at 4% or $231,508 at 6%; with 50% employer match about $231,508 at 4% or $154,339 at 6%; with 100% employer match about $173,631 at 4% or $115,754 at 6%. |
| 2015 | 1 | 4 | $151,316 | $79,266 | $19,817iApproximate average salary by contribution assumption: employee only about $495,413 at 4% or $330,275 at 6%; with 50% employer match about $330,275 at 4% or $220,183 at 6%; with 100% employer match about $247,706 at 4% or $165,138 at 6%. |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 4 | $151,316 | $79,266 | $19,817iApproximate average salary by contribution assumption: employee only about $495,413 at 4% or $330,275 at 6%; with 50% employer match about $330,275 at 4% or $220,183 at 6%; with 100% employer match about $247,706 at 4% or $165,138 at 6%. |
| 2014 | 1 | 0 | $74,525 | $74,525 | - |
| Jeffrey S. Kliman, M.D. 401(K) Profit Sharing Plan | - | 0 | $74,525 | $74,525 | - |