Civic Intelligence

Warren S Kluger MD Pa

Plan context: Warren S Kluger Ma Pa Profit Sharing Plan and Trust

EIN 59-1939711 • St Augustine, FL • 18 filings • 7 plans

3100 U S 1 South, Suite 2St Augustine, FL 32086
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$1,972,233

2009 Contributions

$43,547

Historical Graphs

Total Assets Over Time

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

$1,972,233$986,117$0199920042006YearValue
$1,972,233Latest year 2006

Participants Over Time

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

420199920052008YearValue
4Latest year 2008

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
200920$0$0-
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-0---
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-0---
200824$0$0-
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-4---
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-4---
200723$0$0-
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-3---
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-3---
200623$1,972,233$43,547$14,516iApproximate average salary by contribution assumption: employee only about $362,892 at 4% or $241,928 at 6%; with 50% employer match about $241,928 at 4% or $161,285 at 6%; with 100% employer match about $181,446 at 4% or $120,964 at 6%.
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-3$1,007,144$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-3$965,089$28,547$9,516iApproximate average salary by contribution assumption: employee only about $237,892 at 4% or $158,594 at 6%; with 50% employer match about $158,594 at 4% or $105,730 at 6%; with 100% employer match about $118,946 at 4% or $79,297 at 6%.
200523$1,720,044$54,054$18,018iApproximate average salary by contribution assumption: employee only about $450,450 at 4% or $300,300 at 6%; with 50% employer match about $300,300 at 4% or $200,200 at 6%; with 100% employer match about $225,225 at 4% or $150,150 at 6%.
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-3$880,918$25,700$8,567iApproximate average salary by contribution assumption: employee only about $214,167 at 4% or $142,778 at 6%; with 50% employer match about $142,778 at 4% or $95,185 at 6%; with 100% employer match about $107,083 at 4% or $71,389 at 6%.
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-3$839,126$28,354$9,451iApproximate average salary by contribution assumption: employee only about $236,283 at 4% or $157,522 at 6%; with 50% employer match about $157,522 at 4% or $105,015 at 6%; with 100% employer match about $118,142 at 4% or $78,761 at 6%.
200423$1,715,903$47,476$15,825iApproximate average salary by contribution assumption: employee only about $395,633 at 4% or $263,756 at 6%; with 50% employer match about $263,756 at 4% or $175,837 at 6%; with 100% employer match about $197,817 at 4% or $131,878 at 6%.
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-3$859,627$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-3$856,276$27,476$9,159iApproximate average salary by contribution assumption: employee only about $228,967 at 4% or $152,644 at 6%; with 50% employer match about $152,644 at 4% or $101,763 at 6%; with 100% employer match about $114,483 at 4% or $76,322 at 6%.
200322$0$0-
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-2---
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-2---
200022$1,495,711$13,551$6,776iApproximate average salary by contribution assumption: employee only about $169,388 at 4% or $112,925 at 6%; with 50% employer match about $112,925 at 4% or $75,283 at 6%; with 100% employer match about $84,694 at 4% or $56,463 at 6%.
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-2$759,420$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-2$736,291$8,551$4,276iApproximate average salary by contribution assumption: employee only about $106,888 at 4% or $71,258 at 6%; with 50% employer match about $71,258 at 4% or $47,506 at 6%; with 100% employer match about $53,444 at 4% or $35,629 at 6%.
199923$1,704,967$31,334$10,445iApproximate average salary by contribution assumption: employee only about $261,117 at 4% or $174,078 at 6%; with 50% employer match about $174,078 at 4% or $116,052 at 6%; with 100% employer match about $130,558 at 4% or $87,039 at 6%.
Warren S Kluger MD Pa Money Purchase Pension Plan and Trust-3$963,655$19,334$6,445iApproximate average salary by contribution assumption: employee only about $161,117 at 4% or $107,411 at 6%; with 50% employer match about $107,411 at 4% or $71,607 at 6%; with 100% employer match about $80,558 at 4% or $53,706 at 6%.
Warren S Kluger Ma Pa Profit Sharing Plan and Trust-3$741,312$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.