Civic Intelligence

Klein & Heuchan Inc

Plan context: Klein & Heuchan Profit Sharing Trust

EIN 59-2266874 • Clearwater, FL • 23 filings • 8 plans

1744 N Belcher RdSuite 200Clearwater, FL 33765
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,862,042

2024 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$2,927,115$1,463,558$0201120182024YearValue
$2,862,042Latest year 2024

Participants Over Time

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

630200620162024YearValue
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$2,862,042$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,862,042$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202316$2,927,115$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,927,115$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202216$2,682,185$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,682,185$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202116$2,826,404$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,826,404$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202016$2,717,567$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,717,567$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201916$2,586,552$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,586,552$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201816$2,541,908$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,541,908$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201715$2,060,383$0-
Klein & Heuchan Profit Sharing Trust-5$2,060,383--
201616$2,125,764$141,604$23,601iApproximate average salary by contribution assumption: employee only about $590,017 at 4% or $393,344 at 6%; with 50% employer match about $393,344 at 4% or $262,230 at 6%; with 100% employer match about $295,008 at 4% or $196,672 at 6%.
Klein & Heuchan Profit Sharing Trust-6$2,125,764$141,604$23,601iApproximate average salary by contribution assumption: employee only about $590,017 at 4% or $393,344 at 6%; with 50% employer match about $393,344 at 4% or $262,230 at 6%; with 100% employer match about $295,008 at 4% or $196,672 at 6%.
201515$2,010,738$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Klein & Heuchan Profit Sharing Trust-5$2,010,738$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201415$1,918,583$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Klein & Heuchan Profit Sharing Trust-5$1,918,583$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201316$1,876,988$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Klein & Heuchan Profit Sharing Trust-6$1,876,988$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201226$1,887,764$44,124$7,354iApproximate average salary by contribution assumption: employee only about $183,850 at 4% or $122,567 at 6%; with 50% employer match about $122,567 at 4% or $81,711 at 6%; with 100% employer match about $91,925 at 4% or $61,283 at 6%.
Klein & Heuchan Profit Sharing Trust-6$1,887,764$43,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
KLEIN & HEUCHAN MONEY PURCHASE PLAN-0$0$624-
201116$1,872,978$60,334$10,056iApproximate average salary by contribution assumption: employee only about $251,392 at 4% or $167,594 at 6%; with 50% employer match about $167,594 at 4% or $111,730 at 6%; with 100% employer match about $125,696 at 4% or $83,797 at 6%.
KLEIN & HEUCHAN MONEY PURCHASE PLAN-6$1,872,978$60,334$10,056iApproximate average salary by contribution assumption: employee only about $251,392 at 4% or $167,594 at 6%; with 50% employer match about $167,594 at 4% or $111,730 at 6%; with 100% employer match about $125,696 at 4% or $83,797 at 6%.
201036$0$0-
Klein & Heuchan Profit Sharing Trust-6---
KLEIN & HEUCHAN, INC.-6---
KLEIN & HEUCHAN MONEY PURCHASE PLAN-6---
200926$0$0-
Klein & Heuchan Profit Sharing Trust-6---
Klein & Heuchan Profit Sharing Trust-----
200826$0$0-
Klein & Heuchan Profit Sharing Trust-6---
KLEIN & HEUCHAN INC MONEY PURCHASE PLAN-6---
200616$0$0-
KLEIN & HEUCHAN-6---