Civic Intelligence

Jack Klein Associates Inc.

Plan context: JACK KLEIN ASSOCIATES INC., 401(K) PROFIT SHARING PLAN AND TRUST

EIN 59-2471845 • West Palm Beach, FL • 16 filings • 7 plans

5407 North Haverhill Rd, Unit 345West Palm Beach, FL 33407
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$572,252

2023 Contributions

$33,197

Historical Graphs

Total Assets Over Time

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

$572,252$286,126$0199920172023YearValue
$572,252Latest year 2023

Participants Over Time

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

1050199920152023YearValue
10Latest year 2023

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
2023110$572,252$33,197$3,320iApproximate average salary by contribution assumption: employee only about $82,993 at 4% or $55,328 at 6%; with 50% employer match about $55,328 at 4% or $36,886 at 6%; with 100% employer match about $41,496 at 4% or $27,664 at 6%.
JACK KLEIN ASSOCIATES INC., 401(K) PROFIT SHARING PLAN AND TRUST-10$572,252$33,197$3,320iApproximate average salary by contribution assumption: employee only about $82,993 at 4% or $55,328 at 6%; with 50% employer match about $55,328 at 4% or $36,886 at 6%; with 100% employer match about $41,496 at 4% or $27,664 at 6%.
202119$533,114$71,382$7,931iApproximate average salary by contribution assumption: employee only about $198,283 at 4% or $132,189 at 6%; with 50% employer match about $132,189 at 4% or $88,126 at 6%; with 100% employer match about $99,142 at 4% or $66,094 at 6%.
JACK KLEIN ASSOCIATES INC., 401(K) PROFIT SHARING PLAN AND TRUST-9$533,114$71,382$7,931iApproximate average salary by contribution assumption: employee only about $198,283 at 4% or $132,189 at 6%; with 50% employer match about $132,189 at 4% or $88,126 at 6%; with 100% employer match about $99,142 at 4% or $66,094 at 6%.
2019110$446,868$77,182$7,718iApproximate average salary by contribution assumption: employee only about $192,955 at 4% or $128,637 at 6%; with 50% employer match about $128,637 at 4% or $85,758 at 6%; with 100% employer match about $96,478 at 4% or $64,318 at 6%.
JACK KLEIN ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN-10$446,868$77,182$7,718iApproximate average salary by contribution assumption: employee only about $192,955 at 4% or $128,637 at 6%; with 50% employer match about $128,637 at 4% or $85,758 at 6%; with 100% employer match about $96,478 at 4% or $64,318 at 6%.
201819$380,636$58,555$6,506iApproximate average salary by contribution assumption: employee only about $162,653 at 4% or $108,435 at 6%; with 50% employer match about $108,435 at 4% or $72,290 at 6%; with 100% employer match about $81,326 at 4% or $54,218 at 6%.
JACK KLEIN ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN-9$380,636$58,555$6,506iApproximate average salary by contribution assumption: employee only about $162,653 at 4% or $108,435 at 6%; with 50% employer match about $108,435 at 4% or $72,290 at 6%; with 100% employer match about $81,326 at 4% or $54,218 at 6%.
201719$314,669$85,961$9,551iApproximate average salary by contribution assumption: employee only about $238,781 at 4% or $159,187 at 6%; with 50% employer match about $159,187 at 4% or $106,125 at 6%; with 100% employer match about $119,390 at 4% or $79,594 at 6%.
JACK KLEIN ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN-9$314,669$85,961$9,551iApproximate average salary by contribution assumption: employee only about $238,781 at 4% or $159,187 at 6%; with 50% employer match about $159,187 at 4% or $106,125 at 6%; with 100% employer match about $119,390 at 4% or $79,594 at 6%.
201619$229,841$66,095$7,344iApproximate average salary by contribution assumption: employee only about $183,597 at 4% or $122,398 at 6%; with 50% employer match about $122,398 at 4% or $81,599 at 6%; with 100% employer match about $91,799 at 4% or $61,199 at 6%.
JACK KLEIN ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN-9$229,841$66,095$7,344iApproximate average salary by contribution assumption: employee only about $183,597 at 4% or $122,398 at 6%; with 50% employer match about $122,398 at 4% or $81,599 at 6%; with 100% employer match about $91,799 at 4% or $61,199 at 6%.
201518$150,844$63,749$7,969iApproximate average salary by contribution assumption: employee only about $199,216 at 4% or $132,810 at 6%; with 50% employer match about $132,810 at 4% or $88,540 at 6%; with 100% employer match about $99,608 at 4% or $66,405 at 6%.
JACK KLEIN ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN-8$150,844$63,749$7,969iApproximate average salary by contribution assumption: employee only about $199,216 at 4% or $132,810 at 6%; with 50% employer match about $132,810 at 4% or $88,540 at 6%; with 100% employer match about $99,608 at 4% or $66,405 at 6%.
201428$77,128$67,451$8,431iApproximate average salary by contribution assumption: employee only about $210,784 at 4% or $140,523 at 6%; with 50% employer match about $140,523 at 4% or $93,682 at 6%; with 100% employer match about $105,392 at 4% or $70,261 at 6%.
JACK KLEIN ASSOCIATES, INC. 401(K) PLAN-8$58,734$47,704$5,963iApproximate average salary by contribution assumption: employee only about $149,075 at 4% or $99,383 at 6%; with 50% employer match about $99,383 at 4% or $66,256 at 6%; with 100% employer match about $74,538 at 4% or $49,692 at 6%.
JACK KLEIN ASSOCIATES, INC. 401(K) PLAN-7$18,394$19,747$2,821iApproximate average salary by contribution assumption: employee only about $70,525 at 4% or $47,017 at 6%; with 50% employer match about $47,017 at 4% or $31,344 at 6%; with 100% employer match about $35,263 at 4% or $23,508 at 6%.
200910$0$0-
Jack Klein Associates Inc. Savings and Retirement Plan-0---
200518$0$0-
Jack Klein Associates Inc. Savings and Retirement Plan-8---
200417$0$0-
Jack Klein Associates Inc. Savings and Retirement Plan-7---
200317$0$0-
Jack Klein Associates Inc. Savings and Retirement Plan-7---
200217$0$0-
Jack Klein Associates Inc. Savings and Retirement Plan-7---
200117$0$0-
Jack Klein Associates Inc. Savings and Retirement Plan-7---
199918$278,788$29,917$3,740iApproximate average salary by contribution assumption: employee only about $93,491 at 4% or $62,327 at 6%; with 50% employer match about $62,327 at 4% or $41,551 at 6%; with 100% employer match about $46,745 at 4% or $31,164 at 6%.
Jack Klein Associates Inc. Savings and Retirement Plan-8$278,788$29,917$3,740iApproximate average salary by contribution assumption: employee only about $93,491 at 4% or $62,327 at 6%; with 50% employer match about $62,327 at 4% or $41,551 at 6%; with 100% employer match about $46,745 at 4% or $31,164 at 6%.