Klein Financial Corp
Plan context: Klein Financial Corp 401 K Profit Sharing Plan Trust
EIN 65-1164461 • Valley Stream, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$69,886
2016 Contributions
$33,198
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $69,886 | $0 | - |
| Klein Financial Corp 401 K Profit Sharing Plan Trust | - | 1 | $69,886 | $0 | - |
| 2015 | 1 | 1 | $69,730 | $33,198 | $33,198iApproximate average salary by contribution assumption: employee only about $829,950 at 4% or $553,300 at 6%; with 50% employer match about $553,300 at 4% or $368,867 at 6%; with 100% employer match about $414,975 at 4% or $276,650 at 6%. |
| Klein Financial Corp 401 K Profit Sharing Plan Trust | - | 1 | $69,730 | $33,198 | $33,198iApproximate average salary by contribution assumption: employee only about $829,950 at 4% or $553,300 at 6%; with 50% employer match about $553,300 at 4% or $368,867 at 6%; with 100% employer match about $414,975 at 4% or $276,650 at 6%. |
| 2014 | 1 | 4 | $160,341 | $37,646 | $9,412iApproximate average salary by contribution assumption: employee only about $235,288 at 4% or $156,858 at 6%; with 50% employer match about $156,858 at 4% or $104,572 at 6%; with 100% employer match about $117,644 at 4% or $78,429 at 6%. |
| Klein Financial Corp 401 K Profit Sharing Plan Trust | - | 4 | $160,341 | $37,646 | $9,412iApproximate average salary by contribution assumption: employee only about $235,288 at 4% or $156,858 at 6%; with 50% employer match about $156,858 at 4% or $104,572 at 6%; with 100% employer match about $117,644 at 4% or $78,429 at 6%. |
| 2013 | 1 | 3 | $110,959 | $33,831 | $11,277iApproximate average salary by contribution assumption: employee only about $281,925 at 4% or $187,950 at 6%; with 50% employer match about $187,950 at 4% or $125,300 at 6%; with 100% employer match about $140,963 at 4% or $93,975 at 6%. |
| Klein Financial Corp 401 K Profit Sharing Plan Trust | - | 3 | $110,959 | $33,831 | $11,277iApproximate average salary by contribution assumption: employee only about $281,925 at 4% or $187,950 at 6%; with 50% employer match about $187,950 at 4% or $125,300 at 6%; with 100% employer match about $140,963 at 4% or $93,975 at 6%. |
| 2012 | 1 | 4 | $72,083 | $69,561 | $17,390iApproximate average salary by contribution assumption: employee only about $434,756 at 4% or $289,838 at 6%; with 50% employer match about $289,838 at 4% or $193,225 at 6%; with 100% employer match about $217,378 at 4% or $144,919 at 6%. |
| Klein Financial Corp 401 K Profit Sharing Plan Trust | - | 4 | $72,083 | $69,561 | $17,390iApproximate average salary by contribution assumption: employee only about $434,756 at 4% or $289,838 at 6%; with 50% employer match about $289,838 at 4% or $193,225 at 6%; with 100% employer match about $217,378 at 4% or $144,919 at 6%. |