Jack Klein & Associates Inc.
Plan context: Jack Klein & Associates Inc. Defined Contribution Plan
EIN 68-0314835 • San Rafael, CA • 20 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$1,517,562
2017 Contributions
$944,987
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 0 | - | - | - |
| 2016 | 1 | 0 | $1,517,562 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 0 | $1,517,562 | - | - |
| 2015 | 1 | 0 | $864,381 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 0 | $864,381 | - | - |
| 2014 | 1 | 2 | $870,374 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $870,374 | - | - |
| 2013 | 1 | 2 | $876,395 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $876,395 | - | - |
| 2012 | 1 | 2 | $823,946 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $823,946 | - | - |
| 2011 | 1 | 2 | $911,529 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $911,529 | - | - |
| 2010 | 1 | 2 | $941,268 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $941,268 | - | - |
| 2009 | 1 | 2 | $930,826 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $930,826 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $983,291 | $0 | - |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 2 | $983,291 | - | - |
| 2005 | 2 | 3 | $916,416 | $944,987 | $314,996iApproximate average salary by contribution assumption: employee only about $7,874,892 at 4% or $5,249,928 at 6%; with 50% employer match about $5,249,928 at 4% or $3,499,952 at 6%; with 100% employer match about $3,937,446 at 4% or $2,624,964 at 6%. |
| Jack Klein & Associates Inc. Defined Contribution Plan | - | 3 | $916,416 | $944,987 | $314,996iApproximate average salary by contribution assumption: employee only about $7,874,892 at 4% or $5,249,928 at 6%; with 50% employer match about $5,249,928 at 4% or $3,499,952 at 6%; with 100% employer match about $3,937,446 at 4% or $2,624,964 at 6%. |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2004 | 1 | 3 | $932,157 | $0 | - |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 3 | $932,157 | - | - |
| 2003 | 1 | 3 | $726,555 | $37,418 | $12,473iApproximate average salary by contribution assumption: employee only about $311,817 at 4% or $207,878 at 6%; with 50% employer match about $207,878 at 4% or $138,585 at 6%; with 100% employer match about $155,908 at 4% or $103,939 at 6%. |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 3 | $726,555 | $37,418 | $12,473iApproximate average salary by contribution assumption: employee only about $311,817 at 4% or $207,878 at 6%; with 50% employer match about $207,878 at 4% or $138,585 at 6%; with 100% employer match about $155,908 at 4% or $103,939 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $1,042,622 | $116,531 | $38,844iApproximate average salary by contribution assumption: employee only about $971,092 at 4% or $647,394 at 6%; with 50% employer match about $647,394 at 4% or $431,596 at 6%; with 100% employer match about $485,546 at 4% or $323,697 at 6%. |
| Jack Klein & Associates Inc. Defined Benefit Pension Plan | - | 3 | $1,042,622 | $116,531 | $38,844iApproximate average salary by contribution assumption: employee only about $971,092 at 4% or $647,394 at 6%; with 50% employer match about $647,394 at 4% or $431,596 at 6%; with 100% employer match about $485,546 at 4% or $323,697 at 6%. |