Klein & Klein, P.S.C.
Plan context: Klein & Klein, P.S.C. Retirement & Savings Plan
EIN 61-0932740 • Louisville, KY • 22 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
10
2020 Assets
$1,522,384
2020 Contributions
$42,451
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $42,451 | - |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 0 | $0 | $42,451 | - |
| 2019 | 1 | 10 | $1,522,384 | $91,619 | $9,162iApproximate average salary by contribution assumption: employee only about $229,048 at 4% or $152,698 at 6%; with 50% employer match about $152,698 at 4% or $101,799 at 6%; with 100% employer match about $114,524 at 4% or $76,349 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 10 | $1,522,384 | $91,619 | $9,162iApproximate average salary by contribution assumption: employee only about $229,048 at 4% or $152,698 at 6%; with 50% employer match about $152,698 at 4% or $101,799 at 6%; with 100% employer match about $114,524 at 4% or $76,349 at 6%. |
| 2018 | 1 | 10 | $1,061,902 | $74,963 | $7,496iApproximate average salary by contribution assumption: employee only about $187,408 at 4% or $124,938 at 6%; with 50% employer match about $124,938 at 4% or $83,292 at 6%; with 100% employer match about $93,704 at 4% or $62,469 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 10 | $1,061,902 | $74,963 | $7,496iApproximate average salary by contribution assumption: employee only about $187,408 at 4% or $124,938 at 6%; with 50% employer match about $124,938 at 4% or $83,292 at 6%; with 100% employer match about $93,704 at 4% or $62,469 at 6%. |
| 2017 | 1 | 10 | $1,080,582 | $71,635 | $7,164iApproximate average salary by contribution assumption: employee only about $179,088 at 4% or $119,392 at 6%; with 50% employer match about $119,392 at 4% or $79,594 at 6%; with 100% employer match about $89,544 at 4% or $59,696 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 10 | $1,080,582 | $71,635 | $7,164iApproximate average salary by contribution assumption: employee only about $179,088 at 4% or $119,392 at 6%; with 50% employer match about $119,392 at 4% or $79,594 at 6%; with 100% employer match about $89,544 at 4% or $59,696 at 6%. |
| 2016 | 1 | 9 | $875,915 | $65,241 | $7,249iApproximate average salary by contribution assumption: employee only about $181,225 at 4% or $120,817 at 6%; with 50% employer match about $120,817 at 4% or $80,544 at 6%; with 100% employer match about $90,613 at 4% or $60,408 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 9 | $875,915 | $65,241 | $7,249iApproximate average salary by contribution assumption: employee only about $181,225 at 4% or $120,817 at 6%; with 50% employer match about $120,817 at 4% or $80,544 at 6%; with 100% employer match about $90,613 at 4% or $60,408 at 6%. |
| 2015 | 1 | 9 | $727,817 | $60,102 | $6,678iApproximate average salary by contribution assumption: employee only about $166,950 at 4% or $111,300 at 6%; with 50% employer match about $111,300 at 4% or $74,200 at 6%; with 100% employer match about $83,475 at 4% or $55,650 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 9 | $727,817 | $60,102 | $6,678iApproximate average salary by contribution assumption: employee only about $166,950 at 4% or $111,300 at 6%; with 50% employer match about $111,300 at 4% or $74,200 at 6%; with 100% employer match about $83,475 at 4% or $55,650 at 6%. |
| 2014 | 1 | 6 | $670,670 | $50,231 | $8,372iApproximate average salary by contribution assumption: employee only about $209,296 at 4% or $139,531 at 6%; with 50% employer match about $139,531 at 4% or $93,020 at 6%; with 100% employer match about $104,648 at 4% or $69,765 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 6 | $670,670 | $50,231 | $8,372iApproximate average salary by contribution assumption: employee only about $209,296 at 4% or $139,531 at 6%; with 50% employer match about $139,531 at 4% or $93,020 at 6%; with 100% employer match about $104,648 at 4% or $69,765 at 6%. |
| 2013 | 1 | 10 | $641,650 | $49,360 | $4,936iApproximate average salary by contribution assumption: employee only about $123,400 at 4% or $82,267 at 6%; with 50% employer match about $82,267 at 4% or $54,844 at 6%; with 100% employer match about $61,700 at 4% or $41,133 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 10 | $641,650 | $49,360 | $4,936iApproximate average salary by contribution assumption: employee only about $123,400 at 4% or $82,267 at 6%; with 50% employer match about $82,267 at 4% or $54,844 at 6%; with 100% employer match about $61,700 at 4% or $41,133 at 6%. |
| 2012 | 1 | 9 | $473,874 | $36,635 | $4,071iApproximate average salary by contribution assumption: employee only about $101,764 at 4% or $67,843 at 6%; with 50% employer match about $67,843 at 4% or $45,228 at 6%; with 100% employer match about $50,882 at 4% or $33,921 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 9 | $473,874 | $36,635 | $4,071iApproximate average salary by contribution assumption: employee only about $101,764 at 4% or $67,843 at 6%; with 50% employer match about $67,843 at 4% or $45,228 at 6%; with 100% employer match about $50,882 at 4% or $33,921 at 6%. |
| 2011 | 1 | 9 | $478,000 | $31,724 | $3,525iApproximate average salary by contribution assumption: employee only about $88,122 at 4% or $58,748 at 6%; with 50% employer match about $58,748 at 4% or $39,165 at 6%; with 100% employer match about $44,061 at 4% or $29,374 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 9 | $478,000 | $31,724 | $3,525iApproximate average salary by contribution assumption: employee only about $88,122 at 4% or $58,748 at 6%; with 50% employer match about $58,748 at 4% or $39,165 at 6%; with 100% employer match about $44,061 at 4% or $29,374 at 6%. |
| 2010 | 1 | 8 | $444,132 | $27,102 | $3,388iApproximate average salary by contribution assumption: employee only about $84,694 at 4% or $56,463 at 6%; with 50% employer match about $56,463 at 4% or $37,642 at 6%; with 100% employer match about $42,347 at 4% or $28,231 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 8 | $444,132 | $27,102 | $3,388iApproximate average salary by contribution assumption: employee only about $84,694 at 4% or $56,463 at 6%; with 50% employer match about $56,463 at 4% or $37,642 at 6%; with 100% employer match about $42,347 at 4% or $28,231 at 6%. |
| 2009 | 1 | 8 | $375,895 | $46,333 | $5,792iApproximate average salary by contribution assumption: employee only about $144,791 at 4% or $96,527 at 6%; with 50% employer match about $96,527 at 4% or $64,351 at 6%; with 100% employer match about $72,395 at 4% or $48,264 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 8 | $375,895 | $46,333 | $5,792iApproximate average salary by contribution assumption: employee only about $144,791 at 4% or $96,527 at 6%; with 50% employer match about $96,527 at 4% or $64,351 at 6%; with 100% employer match about $72,395 at 4% or $48,264 at 6%. |
| 2008 | 1 | 8 | $284,974 | $24,663 | $3,083iApproximate average salary by contribution assumption: employee only about $77,072 at 4% or $51,381 at 6%; with 50% employer match about $51,381 at 4% or $34,254 at 6%; with 100% employer match about $38,536 at 4% or $25,691 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 8 | $284,974 | $24,663 | $3,083iApproximate average salary by contribution assumption: employee only about $77,072 at 4% or $51,381 at 6%; with 50% employer match about $51,381 at 4% or $34,254 at 6%; with 100% employer match about $38,536 at 4% or $25,691 at 6%. |
| 2007 | 1 | 7 | $383,969 | $33,555 | $4,794iApproximate average salary by contribution assumption: employee only about $119,839 at 4% or $79,893 at 6%; with 50% employer match about $79,893 at 4% or $53,262 at 6%; with 100% employer match about $59,920 at 4% or $39,946 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 7 | $383,969 | $33,555 | $4,794iApproximate average salary by contribution assumption: employee only about $119,839 at 4% or $79,893 at 6%; with 50% employer match about $79,893 at 4% or $53,262 at 6%; with 100% employer match about $59,920 at 4% or $39,946 at 6%. |
| 2006 | 1 | 6 | $351,406 | $9,328 | $1,555iApproximate average salary by contribution assumption: employee only about $38,867 at 4% or $25,911 at 6%; with 50% employer match about $25,911 at 4% or $17,274 at 6%; with 100% employer match about $19,433 at 4% or $12,956 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 6 | $351,406 | $9,328 | $1,555iApproximate average salary by contribution assumption: employee only about $38,867 at 4% or $25,911 at 6%; with 50% employer match about $25,911 at 4% or $17,274 at 6%; with 100% employer match about $19,433 at 4% or $12,956 at 6%. |
| 2005 | 1 | 8 | $302,509 | $23,330 | $2,916iApproximate average salary by contribution assumption: employee only about $72,906 at 4% or $48,604 at 6%; with 50% employer match about $48,604 at 4% or $32,403 at 6%; with 100% employer match about $36,453 at 4% or $24,302 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 8 | $302,509 | $23,330 | $2,916iApproximate average salary by contribution assumption: employee only about $72,906 at 4% or $48,604 at 6%; with 50% employer match about $48,604 at 4% or $32,403 at 6%; with 100% employer match about $36,453 at 4% or $24,302 at 6%. |
| 2004 | 1 | 7 | $269,915 | $46,089 | $6,584iApproximate average salary by contribution assumption: employee only about $164,604 at 4% or $109,736 at 6%; with 50% employer match about $109,736 at 4% or $73,157 at 6%; with 100% employer match about $82,302 at 4% or $54,868 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 7 | $269,915 | $46,089 | $6,584iApproximate average salary by contribution assumption: employee only about $164,604 at 4% or $109,736 at 6%; with 50% employer match about $109,736 at 4% or $73,157 at 6%; with 100% employer match about $82,302 at 4% or $54,868 at 6%. |
| 2003 | 1 | 7 | $202,478 | $47,616 | $6,802iApproximate average salary by contribution assumption: employee only about $170,057 at 4% or $113,371 at 6%; with 50% employer match about $113,371 at 4% or $75,581 at 6%; with 100% employer match about $85,029 at 4% or $56,686 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 7 | $202,478 | $47,616 | $6,802iApproximate average salary by contribution assumption: employee only about $170,057 at 4% or $113,371 at 6%; with 50% employer match about $113,371 at 4% or $75,581 at 6%; with 100% employer match about $85,029 at 4% or $56,686 at 6%. |
| 2002 | 1 | 5 | $143,771 | $37,347 | $7,469iApproximate average salary by contribution assumption: employee only about $186,735 at 4% or $124,490 at 6%; with 50% employer match about $124,490 at 4% or $82,993 at 6%; with 100% employer match about $93,368 at 4% or $62,245 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 5 | $143,771 | $37,347 | $7,469iApproximate average salary by contribution assumption: employee only about $186,735 at 4% or $124,490 at 6%; with 50% employer match about $124,490 at 4% or $82,993 at 6%; with 100% employer match about $93,368 at 4% or $62,245 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 5 | - | - | - |
| 2000 | 1 | 6 | $112,322 | $33,997 | $5,666iApproximate average salary by contribution assumption: employee only about $141,654 at 4% or $94,436 at 6%; with 50% employer match about $94,436 at 4% or $62,957 at 6%; with 100% employer match about $70,827 at 4% or $47,218 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 6 | $112,322 | $33,997 | $5,666iApproximate average salary by contribution assumption: employee only about $141,654 at 4% or $94,436 at 6%; with 50% employer match about $94,436 at 4% or $62,957 at 6%; with 100% employer match about $70,827 at 4% or $47,218 at 6%. |
| 1999 | 1 | 5 | $109,432 | $29,724 | $5,945iApproximate average salary by contribution assumption: employee only about $148,620 at 4% or $99,080 at 6%; with 50% employer match about $99,080 at 4% or $66,053 at 6%; with 100% employer match about $74,310 at 4% or $49,540 at 6%. |
| Klein & Klein, P.S.C. Retirement & Savings Plan | - | 5 | $109,432 | $29,724 | $5,945iApproximate average salary by contribution assumption: employee only about $148,620 at 4% or $99,080 at 6%; with 50% employer match about $99,080 at 4% or $66,053 at 6%; with 100% employer match about $74,310 at 4% or $49,540 at 6%. |