Civic Intelligence

Carl P. Klein, D.M.D. PC.

Plan context: Carl P. Klein, D.M.D. PC. Retirement Plan and Trust

EIN 63-0936692 • 18 filings • 5 plans

Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$594,163

2016 Contributions

$3,477

Historical Graphs

Total Assets Over Time

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

$687,825$343,913$0199920102015YearValue
$594,163Latest year 2015

Participants Over Time

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

740199920072015YearValue
6Latest year 2015

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
201610$0$3,477-
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-0-$3,477-
201516$594,163$15,006$2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$594,163$15,006$2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%.
201416$687,825$13,866$2,311iApproximate average salary by contribution assumption: employee only about $57,775 at 4% or $38,517 at 6%; with 50% employer match about $38,517 at 4% or $25,678 at 6%; with 100% employer match about $28,888 at 4% or $19,258 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$687,825$13,866$2,311iApproximate average salary by contribution assumption: employee only about $57,775 at 4% or $38,517 at 6%; with 50% employer match about $38,517 at 4% or $25,678 at 6%; with 100% employer match about $28,888 at 4% or $19,258 at 6%.
201317$656,610$15,133$2,162iApproximate average salary by contribution assumption: employee only about $54,046 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,021 at 6%; with 100% employer match about $27,023 at 4% or $18,015 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-7$656,610$15,133$2,162iApproximate average salary by contribution assumption: employee only about $54,046 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,021 at 6%; with 100% employer match about $27,023 at 4% or $18,015 at 6%.
201216$505,243$14,153$2,359iApproximate average salary by contribution assumption: employee only about $58,971 at 4% or $39,314 at 6%; with 50% employer match about $39,314 at 4% or $26,209 at 6%; with 100% employer match about $29,485 at 4% or $19,657 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$505,243$14,153$2,359iApproximate average salary by contribution assumption: employee only about $58,971 at 4% or $39,314 at 6%; with 50% employer match about $39,314 at 4% or $26,209 at 6%; with 100% employer match about $29,485 at 4% or $19,657 at 6%.
201116$442,367$29,712$4,952iApproximate average salary by contribution assumption: employee only about $123,800 at 4% or $82,533 at 6%; with 50% employer match about $82,533 at 4% or $55,022 at 6%; with 100% employer match about $61,900 at 4% or $41,267 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$442,367$29,712$4,952iApproximate average salary by contribution assumption: employee only about $123,800 at 4% or $82,533 at 6%; with 50% employer match about $82,533 at 4% or $55,022 at 6%; with 100% employer match about $61,900 at 4% or $41,267 at 6%.
201016$433,576$33,249$5,542iApproximate average salary by contribution assumption: employee only about $138,538 at 4% or $92,358 at 6%; with 50% employer match about $92,358 at 4% or $61,572 at 6%; with 100% employer match about $69,269 at 4% or $46,179 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$433,576$33,249$5,542iApproximate average salary by contribution assumption: employee only about $138,538 at 4% or $92,358 at 6%; with 50% employer match about $92,358 at 4% or $61,572 at 6%; with 100% employer match about $69,269 at 4% or $46,179 at 6%.
200915$372,410$34,589$6,918iApproximate average salary by contribution assumption: employee only about $172,945 at 4% or $115,297 at 6%; with 50% employer match about $115,297 at 4% or $76,864 at 6%; with 100% employer match about $86,473 at 4% or $57,648 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-5$372,410$34,589$6,918iApproximate average salary by contribution assumption: employee only about $172,945 at 4% or $115,297 at 6%; with 50% employer match about $115,297 at 4% or $76,864 at 6%; with 100% employer match about $86,473 at 4% or $57,648 at 6%.
200814$0$0-
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-4---
200714$354,254$24,212$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-4$354,254$24,212$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
200614$317,246$6,770$1,693iApproximate average salary by contribution assumption: employee only about $42,313 at 4% or $28,208 at 6%; with 50% employer match about $28,208 at 4% or $18,806 at 6%; with 100% employer match about $21,156 at 4% or $14,104 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-4$317,246$6,770$1,693iApproximate average salary by contribution assumption: employee only about $42,313 at 4% or $28,208 at 6%; with 50% employer match about $28,208 at 4% or $18,806 at 6%; with 100% employer match about $21,156 at 4% or $14,104 at 6%.
200516$311,982$33,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$311,982$33,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200416$0$0-
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6---
200316$197,148$34,649$5,775iApproximate average salary by contribution assumption: employee only about $144,371 at 4% or $96,247 at 6%; with 50% employer match about $96,247 at 4% or $64,165 at 6%; with 100% employer match about $72,185 at 4% or $48,124 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6$197,148$34,649$5,775iApproximate average salary by contribution assumption: employee only about $144,371 at 4% or $96,247 at 6%; with 50% employer match about $96,247 at 4% or $64,165 at 6%; with 100% employer match about $72,185 at 4% or $48,124 at 6%.
200216$0$0-
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-6---
200115$0$0-
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-5---
200015$0$0-
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-5---
199915$129,304$21,796$4,359iApproximate average salary by contribution assumption: employee only about $108,980 at 4% or $72,653 at 6%; with 50% employer match about $72,653 at 4% or $48,436 at 6%; with 100% employer match about $54,490 at 4% or $36,327 at 6%.
Carl P. Klein, D.M.D. PC. Retirement Plan and Trust-5$129,304$21,796$4,359iApproximate average salary by contribution assumption: employee only about $108,980 at 4% or $72,653 at 6%; with 50% employer match about $72,653 at 4% or $48,436 at 6%; with 100% employer match about $54,490 at 4% or $36,327 at 6%.