Civic Intelligence

Robert D. Klausner, M.D., P.A.

Plan context: Robert D. Klausner, M.D., P.A. 401(K) Plan

EIN 59-3659048 • Bonita Springs, FL • 30 filings • 4 plans

26800 S Tamiami Trl - Ste 360Bonita Springs, FL 34134
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,569,687

2024 Contributions

$181,461

Historical Graphs

Total Assets Over Time

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

$4,569,687$2,284,844$0200320142024YearValue
$4,569,687Latest year 2024

Participants Over Time

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

950200320142024YearValue
3Latest 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
202423$4,569,687$181,461$60,487iApproximate average salary by contribution assumption: employee only about $1,512,175 at 4% or $1,008,117 at 6%; with 50% employer match about $1,008,117 at 4% or $672,078 at 6%; with 100% employer match about $756,088 at 4% or $504,058 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-3$2,761,063$61,461$20,487iApproximate average salary by contribution assumption: employee only about $512,175 at 4% or $341,450 at 6%; with 50% employer match about $341,450 at 4% or $227,633 at 6%; with 100% employer match about $256,088 at 4% or $170,725 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-2$1,808,624$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
202325$3,971,865$177,154$35,431iApproximate average salary by contribution assumption: employee only about $885,770 at 4% or $590,513 at 6%; with 50% employer match about $590,513 at 4% or $393,676 at 6%; with 100% employer match about $442,885 at 4% or $295,257 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-5$2,435,191$72,154$14,431iApproximate average salary by contribution assumption: employee only about $360,770 at 4% or $240,513 at 6%; with 50% employer match about $240,513 at 4% or $160,342 at 6%; with 100% employer match about $180,385 at 4% or $120,257 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-2$1,536,674$105,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
202227$3,203,948$298,360$42,623iApproximate average salary by contribution assumption: employee only about $1,065,571 at 4% or $710,381 at 6%; with 50% employer match about $710,381 at 4% or $473,587 at 6%; with 100% employer match about $532,786 at 4% or $355,190 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-7$2,134,718$75,118$10,731iApproximate average salary by contribution assumption: employee only about $268,279 at 4% or $178,852 at 6%; with 50% employer match about $178,852 at 4% or $119,235 at 6%; with 100% employer match about $134,139 at 4% or $89,426 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-4$1,069,230$223,242$55,811iApproximate average salary by contribution assumption: employee only about $1,395,263 at 4% or $930,175 at 6%; with 50% employer match about $930,175 at 4% or $620,117 at 6%; with 100% employer match about $697,631 at 4% or $465,088 at 6%.
202116$2,322,118$77,214$12,869iApproximate average salary by contribution assumption: employee only about $321,725 at 4% or $214,483 at 6%; with 50% employer match about $214,483 at 4% or $142,989 at 6%; with 100% employer match about $160,863 at 4% or $107,242 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$2,322,118$77,214$12,869iApproximate average salary by contribution assumption: employee only about $321,725 at 4% or $214,483 at 6%; with 50% employer match about $214,483 at 4% or $142,989 at 6%; with 100% employer match about $160,863 at 4% or $107,242 at 6%.
202018$2,246,362$77,552$9,694iApproximate average salary by contribution assumption: employee only about $242,350 at 4% or $161,567 at 6%; with 50% employer match about $161,567 at 4% or $107,711 at 6%; with 100% employer match about $121,175 at 4% or $80,783 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-8$2,246,362$77,552$9,694iApproximate average salary by contribution assumption: employee only about $242,350 at 4% or $161,567 at 6%; with 50% employer match about $161,567 at 4% or $107,711 at 6%; with 100% employer match about $121,175 at 4% or $80,783 at 6%.
201919$2,166,862$79,554$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,492 at 4% or $73,661 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-9$2,166,862$79,554$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,492 at 4% or $73,661 at 6%.
201818$1,999,215$77,972$9,747iApproximate average salary by contribution assumption: employee only about $243,663 at 4% or $162,442 at 6%; with 50% employer match about $162,442 at 4% or $108,294 at 6%; with 100% employer match about $121,831 at 4% or $81,221 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-8$1,999,215$77,972$9,747iApproximate average salary by contribution assumption: employee only about $243,663 at 4% or $162,442 at 6%; with 50% employer match about $162,442 at 4% or $108,294 at 6%; with 100% employer match about $121,831 at 4% or $81,221 at 6%.
201727$2,552,298$255,006$36,429iApproximate average salary by contribution assumption: employee only about $910,736 at 4% or $607,157 at 6%; with 50% employer match about $607,157 at 4% or $404,771 at 6%; with 100% employer match about $455,368 at 4% or $303,579 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-7$2,014,511$75,653$10,808iApproximate average salary by contribution assumption: employee only about $270,189 at 4% or $180,126 at 6%; with 50% employer match about $180,126 at 4% or $120,084 at 6%; with 100% employer match about $135,095 at 4% or $90,063 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-2$537,787$179,353$89,677iApproximate average salary by contribution assumption: employee only about $2,241,913 at 4% or $1,494,608 at 6%; with 50% employer match about $1,494,608 at 4% or $996,406 at 6%; with 100% employer match about $1,120,956 at 4% or $747,304 at 6%.
201626$2,053,454$204,424$34,071iApproximate average salary by contribution assumption: employee only about $851,767 at 4% or $567,844 at 6%; with 50% employer match about $567,844 at 4% or $378,563 at 6%; with 100% employer match about $425,883 at 4% or $283,922 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$1,702,928$77,454$12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-3$350,526$126,970$42,323iApproximate average salary by contribution assumption: employee only about $1,058,083 at 4% or $705,389 at 6%; with 50% employer match about $705,389 at 4% or $470,259 at 6%; with 100% employer match about $529,042 at 4% or $352,694 at 6%.
201525$1,759,623$187,901$37,580iApproximate average salary by contribution assumption: employee only about $939,505 at 4% or $626,337 at 6%; with 50% employer match about $626,337 at 4% or $417,558 at 6%; with 100% employer match about $469,752 at 4% or $313,168 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-5$1,543,067$113,341$22,668iApproximate average salary by contribution assumption: employee only about $566,705 at 4% or $377,803 at 6%; with 50% employer match about $377,803 at 4% or $251,869 at 6%; with 100% employer match about $283,353 at 4% or $188,902 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-3$216,556$74,560$24,853iApproximate average salary by contribution assumption: employee only about $621,333 at 4% or $414,222 at 6%; with 50% employer match about $414,222 at 4% or $276,148 at 6%; with 100% employer match about $310,667 at 4% or $207,111 at 6%.
201426$1,628,534$182,188$30,365iApproximate average salary by contribution assumption: employee only about $759,117 at 4% or $506,078 at 6%; with 50% employer match about $506,078 at 4% or $337,385 at 6%; with 100% employer match about $379,558 at 4% or $253,039 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$1,486,666$110,052$18,342iApproximate average salary by contribution assumption: employee only about $458,550 at 4% or $305,700 at 6%; with 50% employer match about $305,700 at 4% or $203,800 at 6%; with 100% employer match about $229,275 at 4% or $152,850 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-3$141,868$72,136$24,045iApproximate average salary by contribution assumption: employee only about $601,133 at 4% or $400,756 at 6%; with 50% employer match about $400,756 at 4% or $267,170 at 6%; with 100% employer match about $300,567 at 4% or $200,378 at 6%.
201327$1,447,771$179,401$25,629iApproximate average salary by contribution assumption: employee only about $640,718 at 4% or $427,145 at 6%; with 50% employer match about $427,145 at 4% or $284,763 at 6%; with 100% employer match about $320,359 at 4% or $213,573 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-7$1,377,371$109,001$15,572iApproximate average salary by contribution assumption: employee only about $389,289 at 4% or $259,526 at 6%; with 50% employer match about $259,526 at 4% or $173,017 at 6%; with 100% employer match about $194,645 at 4% or $129,763 at 6%.
ROBERT D. KLAUSNER, M.D., P.A. CASH BALANCE PENSION PLAN-3$70,400$70,400$23,467iApproximate average salary by contribution assumption: employee only about $586,667 at 4% or $391,111 at 6%; with 50% employer match about $391,111 at 4% or $260,741 at 6%; with 100% employer match about $293,333 at 4% or $195,556 at 6%.
201216$1,171,844$112,881$18,814iApproximate average salary by contribution assumption: employee only about $470,338 at 4% or $313,558 at 6%; with 50% employer match about $313,558 at 4% or $209,039 at 6%; with 100% employer match about $235,169 at 4% or $156,779 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$1,171,844$112,881$18,814iApproximate average salary by contribution assumption: employee only about $470,338 at 4% or $313,558 at 6%; with 50% employer match about $313,558 at 4% or $209,039 at 6%; with 100% employer match about $235,169 at 4% or $156,779 at 6%.
201116$980,523$98,398$16,400iApproximate average salary by contribution assumption: employee only about $409,992 at 4% or $273,328 at 6%; with 50% employer match about $273,328 at 4% or $182,219 at 6%; with 100% employer match about $204,996 at 4% or $136,664 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$980,523$98,398$16,400iApproximate average salary by contribution assumption: employee only about $409,992 at 4% or $273,328 at 6%; with 50% employer match about $273,328 at 4% or $182,219 at 6%; with 100% employer match about $204,996 at 4% or $136,664 at 6%.
201016$931,496$105,691$17,615iApproximate average salary by contribution assumption: employee only about $440,379 at 4% or $293,586 at 6%; with 50% employer match about $293,586 at 4% or $195,724 at 6%; with 100% employer match about $220,190 at 4% or $146,793 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$931,496$105,691$17,615iApproximate average salary by contribution assumption: employee only about $440,379 at 4% or $293,586 at 6%; with 50% employer match about $293,586 at 4% or $195,724 at 6%; with 100% employer match about $220,190 at 4% or $146,793 at 6%.
200916$788,846$110,956$18,493iApproximate average salary by contribution assumption: employee only about $462,317 at 4% or $308,211 at 6%; with 50% employer match about $308,211 at 4% or $205,474 at 6%; with 100% employer match about $231,158 at 4% or $154,106 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-6$788,846$110,956$18,493iApproximate average salary by contribution assumption: employee only about $462,317 at 4% or $308,211 at 6%; with 50% employer match about $308,211 at 4% or $205,474 at 6%; with 100% employer match about $231,158 at 4% or $154,106 at 6%.
200814$698,918$113,556$28,389iApproximate average salary by contribution assumption: employee only about $709,725 at 4% or $473,150 at 6%; with 50% employer match about $473,150 at 4% or $315,433 at 6%; with 100% employer match about $354,863 at 4% or $236,575 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-4$698,918$113,556$28,389iApproximate average salary by contribution assumption: employee only about $709,725 at 4% or $473,150 at 6%; with 50% employer match about $473,150 at 4% or $315,433 at 6%; with 100% employer match about $354,863 at 4% or $236,575 at 6%.
200714$773,455$111,231$27,808iApproximate average salary by contribution assumption: employee only about $695,194 at 4% or $463,463 at 6%; with 50% employer match about $463,463 at 4% or $308,975 at 6%; with 100% employer match about $347,597 at 4% or $231,731 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-4$773,455$111,231$27,808iApproximate average salary by contribution assumption: employee only about $695,194 at 4% or $463,463 at 6%; with 50% employer match about $463,463 at 4% or $308,975 at 6%; with 100% employer match about $347,597 at 4% or $231,731 at 6%.
200614$644,390$109,868$27,467iApproximate average salary by contribution assumption: employee only about $686,675 at 4% or $457,783 at 6%; with 50% employer match about $457,783 at 4% or $305,189 at 6%; with 100% employer match about $343,338 at 4% or $228,892 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-4$644,390$109,868$27,467iApproximate average salary by contribution assumption: employee only about $686,675 at 4% or $457,783 at 6%; with 50% employer match about $457,783 at 4% or $305,189 at 6%; with 100% employer match about $343,338 at 4% or $228,892 at 6%.
200514$467,098$141,793$35,448iApproximate average salary by contribution assumption: employee only about $886,206 at 4% or $590,804 at 6%; with 50% employer match about $590,804 at 4% or $393,869 at 6%; with 100% employer match about $443,103 at 4% or $295,402 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-4$467,098$141,793$35,448iApproximate average salary by contribution assumption: employee only about $886,206 at 4% or $590,804 at 6%; with 50% employer match about $590,804 at 4% or $393,869 at 6%; with 100% employer match about $443,103 at 4% or $295,402 at 6%.
200414$293,108$90,878$22,720iApproximate average salary by contribution assumption: employee only about $567,988 at 4% or $378,658 at 6%; with 50% employer match about $378,658 at 4% or $252,439 at 6%; with 100% employer match about $283,994 at 4% or $189,329 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-4$293,108$90,878$22,720iApproximate average salary by contribution assumption: employee only about $567,988 at 4% or $378,658 at 6%; with 50% employer match about $378,658 at 4% or $252,439 at 6%; with 100% employer match about $283,994 at 4% or $189,329 at 6%.
200312$180,191$84,075$42,038iApproximate average salary by contribution assumption: employee only about $1,050,938 at 4% or $700,625 at 6%; with 50% employer match about $700,625 at 4% or $467,083 at 6%; with 100% employer match about $525,469 at 4% or $350,313 at 6%.
Robert D. Klausner, M.D., P.A. 401(K) Plan-2$180,191$84,075$42,038iApproximate average salary by contribution assumption: employee only about $1,050,938 at 4% or $700,625 at 6%; with 50% employer match about $700,625 at 4% or $467,083 at 6%; with 100% employer match about $525,469 at 4% or $350,313 at 6%.