Klein and Fortune, P.A.
Plan context: Klein and Associates, P.A. Profit Sharing Plan
EIN 59-2812121 • Hollywood, FL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$805,953
2024 Contributions
$45,000
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 | 3 | $805,953 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $805,953 | - | - |
| 2023 | 1 | 3 | $809,529 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $809,529 | - | - |
| 2022 | 1 | 3 | $804,125 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $804,125 | - | - |
| 2021 | 1 | 3 | $820,803 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $820,803 | - | - |
| 2020 | 1 | 4 | $844,329 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $844,329 | - | - |
| 2019 | 1 | 4 | $855,395 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $855,395 | - | - |
| 2018 | 1 | 5 | $873,529 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 5 | $873,529 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2017 | 1 | 5 | $816,217 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 5 | $816,217 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2016 | 1 | 3 | $719,846 | $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%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $719,846 | $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%. |
| 2015 | 1 | 4 | $684,836 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $684,836 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2014 | 1 | 5 | $646,449 | $20,000 | $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%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 5 | $646,449 | $20,000 | $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%. |
| 2013 | 1 | 4 | $600,339 | $20,000 | $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%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $600,339 | $20,000 | $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%. |
| 2012 | 1 | 5 | $546,868 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 5 | $546,868 | - | - |
| 2011 | 1 | 4 | $525,917 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $525,917 | - | - |
| 2010 | 1 | 4 | $517,712 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $517,712 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2009 | 1 | 4 | $492,024 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $492,024 | - | - |
| 2008 | 1 | 4 | $486,996 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | $486,996 | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $459,891 | $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%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $459,891 | $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%. |
| 2005 | 1 | 3 | $405,953 | $30,000 | $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 and Associates, P.A. Profit Sharing Plan | - | 3 | $405,953 | $30,000 | $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%. |
| 2004 | 1 | 3 | $349,010 | $34,862 | $11,621iApproximate average salary by contribution assumption: employee only about $290,517 at 4% or $193,678 at 6%; with 50% employer match about $193,678 at 4% or $129,119 at 6%; with 100% employer match about $145,258 at 4% or $96,839 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $349,010 | $34,862 | $11,621iApproximate average salary by contribution assumption: employee only about $290,517 at 4% or $193,678 at 6%; with 50% employer match about $193,678 at 4% or $129,119 at 6%; with 100% employer match about $145,258 at 4% or $96,839 at 6%. |
| 2003 | 1 | 3 | $303,154 | $36,175 | $12,058iApproximate average salary by contribution assumption: employee only about $301,458 at 4% or $200,972 at 6%; with 50% employer match about $200,972 at 4% or $133,981 at 6%; with 100% employer match about $150,729 at 4% or $100,486 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | $303,154 | $36,175 | $12,058iApproximate average salary by contribution assumption: employee only about $301,458 at 4% or $200,972 at 6%; with 50% employer match about $200,972 at 4% or $133,981 at 6%; with 100% employer match about $150,729 at 4% or $100,486 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Klein and Associates, P.A. Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 1 | 2 | $237,502 | $13,428 | $6,714iApproximate average salary by contribution assumption: employee only about $167,850 at 4% or $111,900 at 6%; with 50% employer match about $111,900 at 4% or $74,600 at 6%; with 100% employer match about $83,925 at 4% or $55,950 at 6%. |
| Klein and Associates, P.A. Profit Sharing Plan | - | 2 | $237,502 | $13,428 | $6,714iApproximate average salary by contribution assumption: employee only about $167,850 at 4% or $111,900 at 6%; with 50% employer match about $111,900 at 4% or $74,600 at 6%; with 100% employer match about $83,925 at 4% or $55,950 at 6%. |