Civic Intelligence

David M. Klein, M.D., Ophthalmologist, P.A.

Plan context: David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan

EIN 65-0829646 • Port Charlotte, FL • 12 filings • 1 plans

1600 Tamiami Trail, Suite APort Charlotte, FL 33948
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$21,520

2010 Contributions

$3,394

Historical Graphs

Total Assets Over Time

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

$351,962$175,981$0199920052009YearValue
$21,520Latest year 2009

Participants Over Time

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

740199920042009YearValue
3Latest year 2009

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
201010$0$0-
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-0$0$0-
200913$21,520$0-
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-3$21,520$0-
200817$17,449$3,394$485iApproximate average salary by contribution assumption: employee only about $12,121 at 4% or $8,081 at 6%; with 50% employer match about $8,081 at 4% or $5,387 at 6%; with 100% employer match about $6,061 at 4% or $4,040 at 6%.
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-7$17,449$3,394$485iApproximate average salary by contribution assumption: employee only about $12,121 at 4% or $8,081 at 6%; with 50% employer match about $8,081 at 4% or $5,387 at 6%; with 100% employer match about $6,061 at 4% or $4,040 at 6%.
200716$0$0-
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-6---
200617$90,619$6,519$931iApproximate average salary by contribution assumption: employee only about $23,282 at 4% or $15,521 at 6%; with 50% employer match about $15,521 at 4% or $10,348 at 6%; with 100% employer match about $11,641 at 4% or $7,761 at 6%.
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-7$90,619$6,519$931iApproximate average salary by contribution assumption: employee only about $23,282 at 4% or $15,521 at 6%; with 50% employer match about $15,521 at 4% or $10,348 at 6%; with 100% employer match about $11,641 at 4% or $7,761 at 6%.
200516$138,665$6,663$1,111iApproximate average salary by contribution assumption: employee only about $27,763 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-6$138,665$6,663$1,111iApproximate average salary by contribution assumption: employee only about $27,763 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
200415$174,743$6,263$1,253iApproximate average salary by contribution assumption: employee only about $31,315 at 4% or $20,877 at 6%; with 50% employer match about $20,877 at 4% or $13,918 at 6%; with 100% employer match about $15,657 at 4% or $10,438 at 6%.
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-5$174,743$6,263$1,253iApproximate average salary by contribution assumption: employee only about $31,315 at 4% or $20,877 at 6%; with 50% employer match about $20,877 at 4% or $13,918 at 6%; with 100% employer match about $15,657 at 4% or $10,438 at 6%.
200316$184,006$4,456$743iApproximate average salary by contribution assumption: employee only about $18,567 at 4% or $12,378 at 6%; with 50% employer match about $12,378 at 4% or $8,252 at 6%; with 100% employer match about $9,283 at 4% or $6,189 at 6%.
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-6$184,006$4,456$743iApproximate average salary by contribution assumption: employee only about $18,567 at 4% or $12,378 at 6%; with 50% employer match about $12,378 at 4% or $8,252 at 6%; with 100% employer match about $9,283 at 4% or $6,189 at 6%.
200215$0$0-
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-5---
200115$0$0-
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-5---
200016$0$0-
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-6---
199916$351,962$295,375$49,229iApproximate average salary by contribution assumption: employee only about $1,230,729 at 4% or $820,486 at 6%; with 50% employer match about $820,486 at 4% or $546,991 at 6%; with 100% employer match about $615,365 at 4% or $410,243 at 6%.
David M. Klein, M.D., Ophthalmologist, P.A. Employee 401K Profit Sharing Plan-6$351,962$295,375$49,229iApproximate average salary by contribution assumption: employee only about $1,230,729 at 4% or $820,486 at 6%; with 50% employer match about $820,486 at 4% or $546,991 at 6%; with 100% employer match about $615,365 at 4% or $410,243 at 6%.