Civic Intelligence

Klotz Associates, Inc.

Plan context: Klotz Associates Inc. 401K Plan

EIN 76-0147348 • 19 filings • 3 plans

Current Snapshot

Latest Year

2016

2016 Participants

121

2016 Assets

$404,534

2016 Contributions

$1,152,325

Historical Graphs

Total Assets Over Time

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

$13,482,630$6,741,315$0199920082016YearValue
$404,534Latest year 2016

Participants Over Time

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

141710199920082016YearValue
121Latest year 2016

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
20161121$404,534$1,152,325$9,523iApproximate average salary by contribution assumption: employee only about $238,084 at 4% or $158,722 at 6%; with 50% employer match about $158,722 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,361 at 6%.
Klotz Associates Inc. 401K Plan-121$404,534$1,152,325$9,523iApproximate average salary by contribution assumption: employee only about $238,084 at 4% or $158,722 at 6%; with 50% employer match about $158,722 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,361 at 6%.
20152115$13,482,630$1,277,185$11,106iApproximate average salary by contribution assumption: employee only about $277,649 at 4% or $185,099 at 6%; with 50% employer match about $185,099 at 4% or $123,400 at 6%; with 100% employer match about $138,824 at 4% or $92,550 at 6%.
Klotz Associates Inc. 401K Plan-115$13,482,630$1,277,185$11,106iApproximate average salary by contribution assumption: employee only about $277,649 at 4% or $185,099 at 6%; with 50% employer match about $185,099 at 4% or $123,400 at 6%; with 100% employer match about $138,824 at 4% or $92,550 at 6%.
KLOTZ ASSOCIATES, INC.-102---
20141100$12,617,030$1,189,280$11,893iApproximate average salary by contribution assumption: employee only about $297,320 at 4% or $198,213 at 6%; with 50% employer match about $198,213 at 4% or $132,142 at 6%; with 100% employer match about $148,660 at 4% or $99,107 at 6%.
Klotz Associates Inc. 401K Plan-100$12,617,030$1,189,280$11,893iApproximate average salary by contribution assumption: employee only about $297,320 at 4% or $198,213 at 6%; with 50% employer match about $198,213 at 4% or $132,142 at 6%; with 100% employer match about $148,660 at 4% or $99,107 at 6%.
2013188$10,994,341$709,604$8,064iApproximate average salary by contribution assumption: employee only about $201,592 at 4% or $134,395 at 6%; with 50% employer match about $134,395 at 4% or $89,596 at 6%; with 100% employer match about $100,796 at 4% or $67,197 at 6%.
Klotz Associates Inc. 401K Plan-88$10,994,341$709,604$8,064iApproximate average salary by contribution assumption: employee only about $201,592 at 4% or $134,395 at 6%; with 50% employer match about $134,395 at 4% or $89,596 at 6%; with 100% employer match about $100,796 at 4% or $67,197 at 6%.
2012198$9,359,219$894,578$9,128iApproximate average salary by contribution assumption: employee only about $228,209 at 4% or $152,139 at 6%; with 50% employer match about $152,139 at 4% or $101,426 at 6%; with 100% employer match about $114,104 at 4% or $76,070 at 6%.
Klotz Associates Inc. 401K Plan-98$9,359,219$894,578$9,128iApproximate average salary by contribution assumption: employee only about $228,209 at 4% or $152,139 at 6%; with 50% employer match about $152,139 at 4% or $101,426 at 6%; with 100% employer match about $114,104 at 4% or $76,070 at 6%.
2011197$8,049,906$735,662$7,584iApproximate average salary by contribution assumption: employee only about $189,604 at 4% or $126,402 at 6%; with 50% employer match about $126,402 at 4% or $84,268 at 6%; with 100% employer match about $94,802 at 4% or $63,201 at 6%.
Klotz Associates Inc. 401K Plan-97$8,049,906$735,662$7,584iApproximate average salary by contribution assumption: employee only about $189,604 at 4% or $126,402 at 6%; with 50% employer match about $126,402 at 4% or $84,268 at 6%; with 100% employer match about $94,802 at 4% or $63,201 at 6%.
20101101$7,614,814$748,504$7,411iApproximate average salary by contribution assumption: employee only about $185,273 at 4% or $123,516 at 6%; with 50% employer match about $123,516 at 4% or $82,344 at 6%; with 100% employer match about $92,637 at 4% or $61,758 at 6%.
Klotz Associates Inc. 401K Plan-101$7,614,814$748,504$7,411iApproximate average salary by contribution assumption: employee only about $185,273 at 4% or $123,516 at 6%; with 50% employer match about $123,516 at 4% or $82,344 at 6%; with 100% employer match about $92,637 at 4% or $61,758 at 6%.
20091141$6,231,323$726,614$5,153iApproximate average salary by contribution assumption: employee only about $128,832 at 4% or $85,888 at 6%; with 50% employer match about $85,888 at 4% or $57,259 at 6%; with 100% employer match about $64,416 at 4% or $42,944 at 6%.
Klotz Associates Inc. 401K Plan-141$6,231,323$726,614$5,153iApproximate average salary by contribution assumption: employee only about $128,832 at 4% or $85,888 at 6%; with 50% employer match about $85,888 at 4% or $57,259 at 6%; with 100% employer match about $64,416 at 4% or $42,944 at 6%.
20081116$4,758,353$464,973$4,008iApproximate average salary by contribution assumption: employee only about $100,210 at 4% or $66,806 at 6%; with 50% employer match about $66,806 at 4% or $44,538 at 6%; with 100% employer match about $50,105 at 4% or $33,403 at 6%.
Klotz Associates Inc. 401K Plan-116$4,758,353$464,973$4,008iApproximate average salary by contribution assumption: employee only about $100,210 at 4% or $66,806 at 6%; with 50% employer match about $66,806 at 4% or $44,538 at 6%; with 100% employer match about $50,105 at 4% or $33,403 at 6%.
20071103$6,510,594$1,086,312$10,547iApproximate average salary by contribution assumption: employee only about $263,668 at 4% or $175,779 at 6%; with 50% employer match about $175,779 at 4% or $117,186 at 6%; with 100% employer match about $131,834 at 4% or $87,889 at 6%.
Klotz Associates Inc. 401K Plan-103$6,510,594$1,086,312$10,547iApproximate average salary by contribution assumption: employee only about $263,668 at 4% or $175,779 at 6%; with 50% employer match about $175,779 at 4% or $117,186 at 6%; with 100% employer match about $131,834 at 4% or $87,889 at 6%.
20061104$5,499,821$572,815$5,508iApproximate average salary by contribution assumption: employee only about $137,696 at 4% or $91,797 at 6%; with 50% employer match about $91,797 at 4% or $61,198 at 6%; with 100% employer match about $68,848 at 4% or $45,899 at 6%.
Klotz Associates Inc. 401K Plan-104$5,499,821$572,815$5,508iApproximate average salary by contribution assumption: employee only about $137,696 at 4% or $91,797 at 6%; with 50% employer match about $91,797 at 4% or $61,198 at 6%; with 100% employer match about $68,848 at 4% or $45,899 at 6%.
2005183$4,544,177$513,478$6,186iApproximate average salary by contribution assumption: employee only about $154,662 at 4% or $103,108 at 6%; with 50% employer match about $103,108 at 4% or $68,739 at 6%; with 100% employer match about $77,331 at 4% or $51,554 at 6%.
Klotz Associates Inc. 401K Plan-83$4,544,177$513,478$6,186iApproximate average salary by contribution assumption: employee only about $154,662 at 4% or $103,108 at 6%; with 50% employer match about $103,108 at 4% or $68,739 at 6%; with 100% employer match about $77,331 at 4% or $51,554 at 6%.
2004179$3,947,666$1,005,296$12,725iApproximate average salary by contribution assumption: employee only about $318,132 at 4% or $212,088 at 6%; with 50% employer match about $212,088 at 4% or $141,392 at 6%; with 100% employer match about $159,066 at 4% or $106,044 at 6%.
Klotz Associates Inc. 401K Plan-79$3,947,666$1,005,296$12,725iApproximate average salary by contribution assumption: employee only about $318,132 at 4% or $212,088 at 6%; with 50% employer match about $212,088 at 4% or $141,392 at 6%; with 100% employer match about $159,066 at 4% or $106,044 at 6%.
2003176$2,807,754$490,105$6,449iApproximate average salary by contribution assumption: employee only about $161,219 at 4% or $107,479 at 6%; with 50% employer match about $107,479 at 4% or $71,653 at 6%; with 100% employer match about $80,609 at 4% or $53,740 at 6%.
Klotz Associates Inc. 401K Plan-76$2,807,754$490,105$6,449iApproximate average salary by contribution assumption: employee only about $161,219 at 4% or $107,479 at 6%; with 50% employer match about $107,479 at 4% or $71,653 at 6%; with 100% employer match about $80,609 at 4% or $53,740 at 6%.
2002175$1,883,647$498,391$6,645iApproximate average salary by contribution assumption: employee only about $166,130 at 4% or $110,754 at 6%; with 50% employer match about $110,754 at 4% or $73,836 at 6%; with 100% employer match about $83,065 at 4% or $55,377 at 6%.
Klotz Associates Inc. 401K Plan-75$1,883,647$498,391$6,645iApproximate average salary by contribution assumption: employee only about $166,130 at 4% or $110,754 at 6%; with 50% employer match about $110,754 at 4% or $73,836 at 6%; with 100% employer match about $83,065 at 4% or $55,377 at 6%.
2001170$1,944,939$441,229$6,303iApproximate average salary by contribution assumption: employee only about $157,582 at 4% or $105,055 at 6%; with 50% employer match about $105,055 at 4% or $70,036 at 6%; with 100% employer match about $78,791 at 4% or $52,527 at 6%.
Klotz Associates Inc. 401K Plan-70$1,944,939$441,229$6,303iApproximate average salary by contribution assumption: employee only about $157,582 at 4% or $105,055 at 6%; with 50% employer match about $105,055 at 4% or $70,036 at 6%; with 100% employer match about $78,791 at 4% or $52,527 at 6%.
2000164$0$0-
Klotz Associates Inc. 401K Plan-64---
1999155$1,782,959$327,947$5,963iApproximate average salary by contribution assumption: employee only about $149,067 at 4% or $99,378 at 6%; with 50% employer match about $99,378 at 4% or $66,252 at 6%; with 100% employer match about $74,533 at 4% or $49,689 at 6%.
Klotz Associates Inc. 401K Plan-55$1,782,959$327,947$5,963iApproximate average salary by contribution assumption: employee only about $149,067 at 4% or $99,378 at 6%; with 50% employer match about $99,378 at 4% or $66,252 at 6%; with 100% employer match about $74,533 at 4% or $49,689 at 6%.