Civic Intelligence

Roger a. Klein, M.D.

Plan context: Roger a. Klein, M.D. Profit Sharing Plan

EIN 68-0183896 • Santa Rosa, CA • 32 filings • 4 plans

1111 Sonoma Avenue, Suite 106Santa Rosa, CA 95405
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,335,892

2025 Contributions

$49,857

Historical Graphs

Total Assets Over Time

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

$4,335,892$2,167,946$0199920132025YearValue
$4,335,892Latest year 2025

Participants Over Time

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

630199920122025YearValue
4Latest year 2025

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
202514$4,335,892$49,857$12,464iApproximate average salary by contribution assumption: employee only about $311,606 at 4% or $207,738 at 6%; with 50% employer match about $207,738 at 4% or $138,492 at 6%; with 100% employer match about $155,803 at 4% or $103,869 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-4$4,335,892$49,857$12,464iApproximate average salary by contribution assumption: employee only about $311,606 at 4% or $207,738 at 6%; with 50% employer match about $207,738 at 4% or $138,492 at 6%; with 100% employer match about $155,803 at 4% or $103,869 at 6%.
202414$3,643,566$35,586$8,897iApproximate average salary by contribution assumption: employee only about $222,413 at 4% or $148,275 at 6%; with 50% employer match about $148,275 at 4% or $98,850 at 6%; with 100% employer match about $111,206 at 4% or $74,138 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-4$3,643,566$35,586$8,897iApproximate average salary by contribution assumption: employee only about $222,413 at 4% or $148,275 at 6%; with 50% employer match about $148,275 at 4% or $98,850 at 6%; with 100% employer match about $111,206 at 4% or $74,138 at 6%.
202314$3,434,568$39,892$9,973iApproximate average salary by contribution assumption: employee only about $249,325 at 4% or $166,217 at 6%; with 50% employer match about $166,217 at 4% or $110,811 at 6%; with 100% employer match about $124,663 at 4% or $83,108 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-4$3,434,568$39,892$9,973iApproximate average salary by contribution assumption: employee only about $249,325 at 4% or $166,217 at 6%; with 50% employer match about $166,217 at 4% or $110,811 at 6%; with 100% employer match about $124,663 at 4% or $83,108 at 6%.
202213$2,975,940$81,641$27,214iApproximate average salary by contribution assumption: employee only about $680,342 at 4% or $453,561 at 6%; with 50% employer match about $453,561 at 4% or $302,374 at 6%; with 100% employer match about $340,171 at 4% or $226,781 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-3$2,975,940$81,641$27,214iApproximate average salary by contribution assumption: employee only about $680,342 at 4% or $453,561 at 6%; with 50% employer match about $453,561 at 4% or $302,374 at 6%; with 100% employer match about $340,171 at 4% or $226,781 at 6%.
202115$3,273,144$87,851$17,570iApproximate average salary by contribution assumption: employee only about $439,255 at 4% or $292,837 at 6%; with 50% employer match about $292,837 at 4% or $195,224 at 6%; with 100% employer match about $219,628 at 4% or $146,418 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$3,273,144$87,851$17,570iApproximate average salary by contribution assumption: employee only about $439,255 at 4% or $292,837 at 6%; with 50% employer match about $292,837 at 4% or $195,224 at 6%; with 100% employer match about $219,628 at 4% or $146,418 at 6%.
202015$2,738,669$67,285$13,457iApproximate average salary by contribution assumption: employee only about $336,425 at 4% or $224,283 at 6%; with 50% employer match about $224,283 at 4% or $149,522 at 6%; with 100% employer match about $168,213 at 4% or $112,142 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$2,738,669$67,285$13,457iApproximate average salary by contribution assumption: employee only about $336,425 at 4% or $224,283 at 6%; with 50% employer match about $224,283 at 4% or $149,522 at 6%; with 100% employer match about $168,213 at 4% or $112,142 at 6%.
201914$2,509,909$96,688$24,172iApproximate average salary by contribution assumption: employee only about $604,300 at 4% or $402,867 at 6%; with 50% employer match about $402,867 at 4% or $268,578 at 6%; with 100% employer match about $302,150 at 4% or $201,433 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-4$2,509,909$96,688$24,172iApproximate average salary by contribution assumption: employee only about $604,300 at 4% or $402,867 at 6%; with 50% employer match about $402,867 at 4% or $268,578 at 6%; with 100% employer match about $302,150 at 4% or $201,433 at 6%.
201815$2,101,881$87,725$17,545iApproximate average salary by contribution assumption: employee only about $438,625 at 4% or $292,417 at 6%; with 50% employer match about $292,417 at 4% or $194,944 at 6%; with 100% employer match about $219,313 at 4% or $146,208 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$2,101,881$87,725$17,545iApproximate average salary by contribution assumption: employee only about $438,625 at 4% or $292,417 at 6%; with 50% employer match about $292,417 at 4% or $194,944 at 6%; with 100% employer match about $219,313 at 4% or $146,208 at 6%.
201715$2,154,475$90,819$18,164iApproximate average salary by contribution assumption: employee only about $454,095 at 4% or $302,730 at 6%; with 50% employer match about $302,730 at 4% or $201,820 at 6%; with 100% employer match about $227,048 at 4% or $151,365 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$2,154,475$90,819$18,164iApproximate average salary by contribution assumption: employee only about $454,095 at 4% or $302,730 at 6%; with 50% employer match about $302,730 at 4% or $201,820 at 6%; with 100% employer match about $227,048 at 4% or $151,365 at 6%.
201615$1,853,501$74,988$14,998iApproximate average salary by contribution assumption: employee only about $374,940 at 4% or $249,960 at 6%; with 50% employer match about $249,960 at 4% or $166,640 at 6%; with 100% employer match about $187,470 at 4% or $124,980 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$1,853,501$74,988$14,998iApproximate average salary by contribution assumption: employee only about $374,940 at 4% or $249,960 at 6%; with 50% employer match about $249,960 at 4% or $166,640 at 6%; with 100% employer match about $187,470 at 4% or $124,980 at 6%.
201515$1,644,388$78,237$15,647iApproximate average salary by contribution assumption: employee only about $391,185 at 4% or $260,790 at 6%; with 50% employer match about $260,790 at 4% or $173,860 at 6%; with 100% employer match about $195,593 at 4% or $130,395 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$1,644,388$78,237$15,647iApproximate average salary by contribution assumption: employee only about $391,185 at 4% or $260,790 at 6%; with 50% employer match about $260,790 at 4% or $173,860 at 6%; with 100% employer match about $195,593 at 4% or $130,395 at 6%.
201415$1,636,785$77,871$15,574iApproximate average salary by contribution assumption: employee only about $389,355 at 4% or $259,570 at 6%; with 50% employer match about $259,570 at 4% or $173,047 at 6%; with 100% employer match about $194,678 at 4% or $129,785 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$1,636,785$77,871$15,574iApproximate average salary by contribution assumption: employee only about $389,355 at 4% or $259,570 at 6%; with 50% employer match about $259,570 at 4% or $173,047 at 6%; with 100% employer match about $194,678 at 4% or $129,785 at 6%.
201315$1,507,949$78,129$15,626iApproximate average salary by contribution assumption: employee only about $390,645 at 4% or $260,430 at 6%; with 50% employer match about $260,430 at 4% or $173,620 at 6%; with 100% employer match about $195,323 at 4% or $130,215 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$1,507,949$78,129$15,626iApproximate average salary by contribution assumption: employee only about $390,645 at 4% or $260,430 at 6%; with 50% employer match about $260,430 at 4% or $173,620 at 6%; with 100% employer match about $195,323 at 4% or $130,215 at 6%.
201215$1,206,252$73,080$14,616iApproximate average salary by contribution assumption: employee only about $365,400 at 4% or $243,600 at 6%; with 50% employer match about $243,600 at 4% or $162,400 at 6%; with 100% employer match about $182,700 at 4% or $121,800 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$1,206,252$73,080$14,616iApproximate average salary by contribution assumption: employee only about $365,400 at 4% or $243,600 at 6%; with 50% employer match about $243,600 at 4% or $162,400 at 6%; with 100% employer match about $182,700 at 4% or $121,800 at 6%.
201115$1,062,810$73,189$14,638iApproximate average salary by contribution assumption: employee only about $365,945 at 4% or $243,963 at 6%; with 50% employer match about $243,963 at 4% or $162,642 at 6%; with 100% employer match about $182,973 at 4% or $121,982 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$1,062,810$73,189$14,638iApproximate average salary by contribution assumption: employee only about $365,945 at 4% or $243,963 at 6%; with 50% employer match about $243,963 at 4% or $162,642 at 6%; with 100% employer match about $182,973 at 4% or $121,982 at 6%.
201016$988,749$70,057$11,676iApproximate average salary by contribution assumption: employee only about $291,904 at 4% or $194,603 at 6%; with 50% employer match about $194,603 at 4% or $129,735 at 6%; with 100% employer match about $145,952 at 4% or $97,301 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-6$988,749$70,057$11,676iApproximate average salary by contribution assumption: employee only about $291,904 at 4% or $194,603 at 6%; with 50% employer match about $194,603 at 4% or $129,735 at 6%; with 100% employer match about $145,952 at 4% or $97,301 at 6%.
200915$874,866$65,508$13,102iApproximate average salary by contribution assumption: employee only about $327,540 at 4% or $218,360 at 6%; with 50% employer match about $218,360 at 4% or $145,573 at 6%; with 100% employer match about $163,770 at 4% or $109,180 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$874,866$65,508$13,102iApproximate average salary by contribution assumption: employee only about $327,540 at 4% or $218,360 at 6%; with 50% employer match about $218,360 at 4% or $145,573 at 6%; with 100% employer match about $163,770 at 4% or $109,180 at 6%.
200815$681,153$69,623$13,925iApproximate average salary by contribution assumption: employee only about $348,115 at 4% or $232,077 at 6%; with 50% employer match about $232,077 at 4% or $154,718 at 6%; with 100% employer match about $174,058 at 4% or $116,038 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$681,153$69,623$13,925iApproximate average salary by contribution assumption: employee only about $348,115 at 4% or $232,077 at 6%; with 50% employer match about $232,077 at 4% or $154,718 at 6%; with 100% employer match about $174,058 at 4% or $116,038 at 6%.
200715$740,851$63,303$12,661iApproximate average salary by contribution assumption: employee only about $316,515 at 4% or $211,010 at 6%; with 50% employer match about $211,010 at 4% or $140,673 at 6%; with 100% employer match about $158,258 at 4% or $105,505 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$740,851$63,303$12,661iApproximate average salary by contribution assumption: employee only about $316,515 at 4% or $211,010 at 6%; with 50% employer match about $211,010 at 4% or $140,673 at 6%; with 100% employer match about $158,258 at 4% or $105,505 at 6%.
200614$853,567$62,188$15,547iApproximate average salary by contribution assumption: employee only about $388,675 at 4% or $259,117 at 6%; with 50% employer match about $259,117 at 4% or $172,744 at 6%; with 100% employer match about $194,338 at 4% or $129,558 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-4$853,567$62,188$15,547iApproximate average salary by contribution assumption: employee only about $388,675 at 4% or $259,117 at 6%; with 50% employer match about $259,117 at 4% or $172,744 at 6%; with 100% employer match about $194,338 at 4% or $129,558 at 6%.
200515$688,805$61,958$12,392iApproximate average salary by contribution assumption: employee only about $309,790 at 4% or $206,527 at 6%; with 50% employer match about $206,527 at 4% or $137,684 at 6%; with 100% employer match about $154,895 at 4% or $103,263 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$688,805$61,958$12,392iApproximate average salary by contribution assumption: employee only about $309,790 at 4% or $206,527 at 6%; with 50% employer match about $206,527 at 4% or $137,684 at 6%; with 100% employer match about $154,895 at 4% or $103,263 at 6%.
200415$610,330$62,257$12,451iApproximate average salary by contribution assumption: employee only about $311,285 at 4% or $207,523 at 6%; with 50% employer match about $207,523 at 4% or $138,349 at 6%; with 100% employer match about $155,643 at 4% or $103,762 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$610,330$62,257$12,451iApproximate average salary by contribution assumption: employee only about $311,285 at 4% or $207,523 at 6%; with 50% employer match about $207,523 at 4% or $138,349 at 6%; with 100% employer match about $155,643 at 4% or $103,762 at 6%.
200325$535,577$53,734$10,747iApproximate average salary by contribution assumption: employee only about $268,670 at 4% or $179,113 at 6%; with 50% employer match about $179,113 at 4% or $119,409 at 6%; with 100% employer match about $134,335 at 4% or $89,557 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$535,577$53,734$10,747iApproximate average salary by contribution assumption: employee only about $268,670 at 4% or $179,113 at 6%; with 50% employer match about $179,113 at 4% or $119,409 at 6%; with 100% employer match about $134,335 at 4% or $89,557 at 6%.
Roger a. Klein, M.D. Money Purchase Pension Plan-0---
200225$368,479$61,447$12,289iApproximate average salary by contribution assumption: employee only about $307,235 at 4% or $204,823 at 6%; with 50% employer match about $204,823 at 4% or $136,549 at 6%; with 100% employer match about $153,618 at 4% or $102,412 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$290,537$28,415$5,683iApproximate average salary by contribution assumption: employee only about $142,075 at 4% or $94,717 at 6%; with 50% employer match about $94,717 at 4% or $63,144 at 6%; with 100% employer match about $71,038 at 4% or $47,358 at 6%.
Roger a. Klein, M.D. Money Purchase Pension Plan-5$77,942$33,032$6,606iApproximate average salary by contribution assumption: employee only about $165,160 at 4% or $110,107 at 6%; with 50% employer match about $110,107 at 4% or $73,404 at 6%; with 100% employer match about $82,580 at 4% or $55,053 at 6%.
200124$0$0-
Roger a. Klein, M.D. Profit Sharing Plan-4---
Roger a. Klein, M.D. Money Purchase Pension Plan-4---
200024$372,051$44,078$11,020iApproximate average salary by contribution assumption: employee only about $275,488 at 4% or $183,658 at 6%; with 50% employer match about $183,658 at 4% or $122,439 at 6%; with 100% employer match about $137,744 at 4% or $91,829 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-4$323,547$30,624$7,656iApproximate average salary by contribution assumption: employee only about $191,400 at 4% or $127,600 at 6%; with 50% employer match about $127,600 at 4% or $85,067 at 6%; with 100% employer match about $95,700 at 4% or $63,800 at 6%.
Roger a. Klein, M.D. Money Purchase Pension Plan-4$48,504$13,454$3,364iApproximate average salary by contribution assumption: employee only about $84,088 at 4% or $56,058 at 6%; with 50% employer match about $56,058 at 4% or $37,372 at 6%; with 100% employer match about $42,044 at 4% or $28,029 at 6%.
199925$407,315$45,295$9,059iApproximate average salary by contribution assumption: employee only about $226,475 at 4% or $150,983 at 6%; with 50% employer match about $150,983 at 4% or $100,656 at 6%; with 100% employer match about $113,238 at 4% or $75,492 at 6%.
Roger a. Klein, M.D. Profit Sharing Plan-5$365,675$32,308$6,462iApproximate average salary by contribution assumption: employee only about $161,540 at 4% or $107,693 at 6%; with 50% employer match about $107,693 at 4% or $71,796 at 6%; with 100% employer match about $80,770 at 4% or $53,847 at 6%.
Roger a. Klein, M.D. Money Purchase Pension Plan-5$41,640$12,987$2,597iApproximate average salary by contribution assumption: employee only about $64,935 at 4% or $43,290 at 6%; with 50% employer match about $43,290 at 4% or $28,860 at 6%; with 100% employer match about $32,468 at 4% or $21,645 at 6%.