Civic Intelligence

Klein Financial Corporation

Plan context: Klein Financial Corporation 401K Profit Sharing Plan

EIN 77-0021908 • Fresno, CA • 52 filings • 4 plans

466 W. Fallbrook Ave., Ste 104Fresno, CA 93711
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$5,406,120

2024 Contributions

$560,179

Historical Graphs

Total Assets Over Time

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

$6,378,268$3,189,134$0199920142024YearValue
$5,406,120Latest year 2024

Participants Over Time

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

34170199920122024YearValue
34Latest year 2024

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
2024234$5,406,120$560,179$16,476iApproximate average salary by contribution assumption: employee only about $411,896 at 4% or $274,598 at 6%; with 50% employer match about $274,598 at 4% or $183,065 at 6%; with 100% employer match about $205,948 at 4% or $137,299 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-26$4,634,992$560,179$21,545iApproximate average salary by contribution assumption: employee only about $538,634 at 4% or $359,089 at 6%; with 50% employer match about $359,089 at 4% or $239,393 at 6%; with 100% employer match about $269,317 at 4% or $179,545 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-34$771,128--
2023232$6,378,268$754,538$23,579iApproximate average salary by contribution assumption: employee only about $589,483 at 4% or $392,989 at 6%; with 50% employer match about $392,989 at 4% or $261,992 at 6%; with 100% employer match about $294,741 at 4% or $196,494 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-28$4,249,216$454,538$16,234iApproximate average salary by contribution assumption: employee only about $405,838 at 4% or $270,558 at 6%; with 50% employer match about $270,558 at 4% or $180,372 at 6%; with 100% employer match about $202,919 at 4% or $135,279 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-32$2,129,052$300,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2022230$5,008,210$344,371$11,479iApproximate average salary by contribution assumption: employee only about $286,976 at 4% or $191,317 at 6%; with 50% employer match about $191,317 at 4% or $127,545 at 6%; with 100% employer match about $143,488 at 4% or $95,659 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-25$3,233,973$344,371$13,775iApproximate average salary by contribution assumption: employee only about $344,371 at 4% or $229,581 at 6%; with 50% employer match about $229,581 at 4% or $153,054 at 6%; with 100% employer match about $172,186 at 4% or $114,790 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-30$1,774,237$0-
2021227$5,486,195$312,955$11,591iApproximate average salary by contribution assumption: employee only about $289,773 at 4% or $193,182 at 6%; with 50% employer match about $193,182 at 4% or $128,788 at 6%; with 100% employer match about $144,887 at 4% or $96,591 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-25$3,559,028$312,955$12,518iApproximate average salary by contribution assumption: employee only about $312,955 at 4% or $208,637 at 6%; with 50% employer match about $208,637 at 4% or $139,091 at 6%; with 100% employer match about $156,478 at 4% or $104,318 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-27$1,927,167$0-
2020226$4,741,375$276,052$10,617iApproximate average salary by contribution assumption: employee only about $265,435 at 4% or $176,956 at 6%; with 50% employer match about $176,956 at 4% or $117,971 at 6%; with 100% employer match about $132,717 at 4% or $88,478 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-26$2,846,716$276,052$10,617iApproximate average salary by contribution assumption: employee only about $265,435 at 4% or $176,956 at 6%; with 50% employer match about $176,956 at 4% or $117,971 at 6%; with 100% employer match about $132,717 at 4% or $88,478 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-22$1,894,659$0-
2019222$4,089,842$206,753$9,398iApproximate average salary by contribution assumption: employee only about $234,947 at 4% or $156,631 at 6%; with 50% employer match about $156,631 at 4% or $104,421 at 6%; with 100% employer match about $117,473 at 4% or $78,316 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-20$2,263,088$206,753$10,338iApproximate average salary by contribution assumption: employee only about $258,441 at 4% or $172,294 at 6%; with 50% employer match about $172,294 at 4% or $114,863 at 6%; with 100% employer match about $129,221 at 4% or $86,147 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-22$1,826,754$0-
2018221$3,438,411$187,496$8,928iApproximate average salary by contribution assumption: employee only about $223,210 at 4% or $148,806 at 6%; with 50% employer match about $148,806 at 4% or $99,204 at 6%; with 100% employer match about $111,605 at 4% or $74,403 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-21$1,737,565$0-
Klein Financial Corporation 401K Profit Sharing Plan-19$1,700,846$187,496$9,868iApproximate average salary by contribution assumption: employee only about $246,705 at 4% or $164,470 at 6%; with 50% employer match about $164,470 at 4% or $109,647 at 6%; with 100% employer match about $123,353 at 4% or $82,235 at 6%.
2017221$3,368,928$136,712$6,510iApproximate average salary by contribution assumption: employee only about $162,752 at 4% or $108,502 at 6%; with 50% employer match about $108,502 at 4% or $72,334 at 6%; with 100% employer match about $81,376 at 4% or $54,251 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-21$1,695,709$0-
Klein Financial Corporation 401K Profit Sharing Plan-17$1,673,219$136,712$8,042iApproximate average salary by contribution assumption: employee only about $201,047 at 4% or $134,031 at 6%; with 50% employer match about $134,031 at 4% or $89,354 at 6%; with 100% employer match about $100,524 at 4% or $67,016 at 6%.
2016216$2,965,753$118,376$7,399iApproximate average salary by contribution assumption: employee only about $184,963 at 4% or $123,308 at 6%; with 50% employer match about $123,308 at 4% or $82,206 at 6%; with 100% employer match about $92,481 at 4% or $61,654 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-14$1,609,686$0-
Klein Financial Corporation 401K Profit Sharing Plan-16$1,356,067$118,376$7,399iApproximate average salary by contribution assumption: employee only about $184,963 at 4% or $123,308 at 6%; with 50% employer match about $123,308 at 4% or $82,206 at 6%; with 100% employer match about $92,481 at 4% or $61,654 at 6%.
2015220$2,635,511$113,878$5,694iApproximate average salary by contribution assumption: employee only about $142,348 at 4% or $94,898 at 6%; with 50% employer match about $94,898 at 4% or $63,266 at 6%; with 100% employer match about $71,174 at 4% or $47,449 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-20$1,484,106$0-
Klein Financial Corporation 401K Profit Sharing Plan-15$1,151,405$113,878$7,592iApproximate average salary by contribution assumption: employee only about $189,797 at 4% or $126,531 at 6%; with 50% employer match about $126,531 at 4% or $84,354 at 6%; with 100% employer match about $94,898 at 4% or $63,266 at 6%.
2014212$2,518,632$105,253$8,771iApproximate average salary by contribution assumption: employee only about $219,277 at 4% or $146,185 at 6%; with 50% employer match about $146,185 at 4% or $97,456 at 6%; with 100% employer match about $109,639 at 4% or $73,092 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-5$1,462,034$0-
Klein Financial Corporation 401K Profit Sharing Plan-12$1,056,598$105,253$8,771iApproximate average salary by contribution assumption: employee only about $219,277 at 4% or $146,185 at 6%; with 50% employer match about $146,185 at 4% or $97,456 at 6%; with 100% employer match about $109,639 at 4% or $73,092 at 6%.
2013212$5,416,012$144,571$12,048iApproximate average salary by contribution assumption: employee only about $301,190 at 4% or $200,793 at 6%; with 50% employer match about $200,793 at 4% or $133,862 at 6%; with 100% employer match about $150,595 at 4% or $100,397 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-10$4,510,794$40,755$4,076iApproximate average salary by contribution assumption: employee only about $101,888 at 4% or $67,925 at 6%; with 50% employer match about $67,925 at 4% or $45,283 at 6%; with 100% employer match about $50,944 at 4% or $33,963 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-12$905,218$103,816$8,651iApproximate average salary by contribution assumption: employee only about $216,283 at 4% or $144,189 at 6%; with 50% employer match about $144,189 at 4% or $96,126 at 6%; with 100% employer match about $108,142 at 4% or $72,094 at 6%.
2012210$4,911,390$808,452$80,845iApproximate average salary by contribution assumption: employee only about $2,021,130 at 4% or $1,347,420 at 6%; with 50% employer match about $1,347,420 at 4% or $898,280 at 6%; with 100% employer match about $1,010,565 at 4% or $673,710 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-10$4,220,007$700,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-9$691,383$108,452$12,050iApproximate average salary by contribution assumption: employee only about $301,256 at 4% or $200,837 at 6%; with 50% employer match about $200,837 at 4% or $133,891 at 6%; with 100% employer match about $150,628 at 4% or $100,419 at 6%.
2011213$3,933,987$300,429$23,110iApproximate average salary by contribution assumption: employee only about $577,748 at 4% or $385,165 at 6%; with 50% employer match about $385,165 at 4% or $256,777 at 6%; with 100% employer match about $288,874 at 4% or $192,583 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-13$3,389,340$225,000$17,308iApproximate average salary by contribution assumption: employee only about $432,692 at 4% or $288,462 at 6%; with 50% employer match about $288,462 at 4% or $192,308 at 6%; with 100% employer match about $216,346 at 4% or $144,231 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-7$544,647$75,429$10,776iApproximate average salary by contribution assumption: employee only about $269,389 at 4% or $179,593 at 6%; with 50% employer match about $179,593 at 4% or $119,729 at 6%; with 100% employer match about $134,695 at 4% or $89,796 at 6%.
2010213$3,522,720$242,426$18,648iApproximate average salary by contribution assumption: employee only about $466,204 at 4% or $310,803 at 6%; with 50% employer match about $310,803 at 4% or $207,202 at 6%; with 100% employer match about $233,102 at 4% or $155,401 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-13$3,027,044$200,000$15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-5$495,676$42,426$8,485iApproximate average salary by contribution assumption: employee only about $212,130 at 4% or $141,420 at 6%; with 50% employer match about $141,420 at 4% or $94,280 at 6%; with 100% employer match about $106,065 at 4% or $70,710 at 6%.
2009214$3,279,827$131,323$9,380iApproximate average salary by contribution assumption: employee only about $234,505 at 4% or $156,337 at 6%; with 50% employer match about $156,337 at 4% or $104,225 at 6%; with 100% employer match about $117,253 at 4% or $78,168 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-14$2,662,063$73,435$5,245iApproximate average salary by contribution assumption: employee only about $131,134 at 4% or $87,423 at 6%; with 50% employer match about $87,423 at 4% or $58,282 at 6%; with 100% employer match about $65,567 at 4% or $43,711 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-6$617,764$57,888$9,648iApproximate average salary by contribution assumption: employee only about $241,200 at 4% or $160,800 at 6%; with 50% employer match about $160,800 at 4% or $107,200 at 6%; with 100% employer match about $120,600 at 4% or $80,400 at 6%.
200827$0$0-
Klein Financial Corporation Defined Benefit Pension Plan-7---
Klein Financial Corporation 401K Profit Sharing Plan-6---
200729$0$0-
Klein Financial Corporation Defined Benefit Pension Plan-9---
Klein Financial Corporation 401K Profit Sharing Plan-8---
2006213$3,276,356$226,819$17,448iApproximate average salary by contribution assumption: employee only about $436,190 at 4% or $290,794 at 6%; with 50% employer match about $290,794 at 4% or $193,862 at 6%; with 100% employer match about $218,095 at 4% or $145,397 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-13$2,512,379$128,273$9,867iApproximate average salary by contribution assumption: employee only about $246,679 at 4% or $164,453 at 6%; with 50% employer match about $164,453 at 4% or $109,635 at 6%; with 100% employer match about $123,339 at 4% or $82,226 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-10$763,977$98,546$9,855iApproximate average salary by contribution assumption: employee only about $246,365 at 4% or $164,243 at 6%; with 50% employer match about $164,243 at 4% or $109,496 at 6%; with 100% employer match about $123,183 at 4% or $82,122 at 6%.
2005226$2,824,844$228,288$8,780iApproximate average salary by contribution assumption: employee only about $219,508 at 4% or $146,338 at 6%; with 50% employer match about $146,338 at 4% or $97,559 at 6%; with 100% employer match about $109,754 at 4% or $73,169 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-13$2,226,812$118,612$9,124iApproximate average salary by contribution assumption: employee only about $228,100 at 4% or $152,067 at 6%; with 50% employer match about $152,067 at 4% or $101,378 at 6%; with 100% employer match about $114,050 at 4% or $76,033 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-26$598,032$109,676$4,218iApproximate average salary by contribution assumption: employee only about $105,458 at 4% or $70,305 at 6%; with 50% employer match about $70,305 at 4% or $46,870 at 6%; with 100% employer match about $52,729 at 4% or $35,153 at 6%.
2004218$2,532,608$228,277$12,682iApproximate average salary by contribution assumption: employee only about $317,051 at 4% or $211,368 at 6%; with 50% employer match about $211,368 at 4% or $140,912 at 6%; with 100% employer match about $158,526 at 4% or $105,684 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-14$2,064,914$113,763$8,126iApproximate average salary by contribution assumption: employee only about $203,148 at 4% or $135,432 at 6%; with 50% employer match about $135,432 at 4% or $90,288 at 6%; with 100% employer match about $101,574 at 4% or $67,716 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-18$467,694$114,514$6,362iApproximate average salary by contribution assumption: employee only about $159,047 at 4% or $106,031 at 6%; with 50% employer match about $106,031 at 4% or $70,688 at 6%; with 100% employer match about $79,524 at 4% or $53,016 at 6%.
2003214$0$0-
Klein Financial Corporation Defined Benefit Pension Plan-12---
Klein Financial Corporation 401K Profit Sharing Plan-14---
2002213$1,816,962$647,662$49,820iApproximate average salary by contribution assumption: employee only about $1,245,504 at 4% or $830,336 at 6%; with 50% employer match about $830,336 at 4% or $553,557 at 6%; with 100% employer match about $622,752 at 4% or $415,168 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-11$1,637,949$591,613$53,783iApproximate average salary by contribution assumption: employee only about $1,344,575 at 4% or $896,383 at 6%; with 50% employer match about $896,383 at 4% or $597,589 at 6%; with 100% employer match about $672,288 at 4% or $448,192 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-13$179,013$56,049$4,311iApproximate average salary by contribution assumption: employee only about $107,787 at 4% or $71,858 at 6%; with 50% employer match about $71,858 at 4% or $47,905 at 6%; with 100% employer match about $53,893 at 4% or $35,929 at 6%.
2001211$0$0-
Klein Financial Corporation 401K Profit Sharing Plan-11---
Klein Financial Corporation Defined Benefit Pension Plan-9---
2000210$116,775$50,267$5,027iApproximate average salary by contribution assumption: employee only about $125,668 at 4% or $83,778 at 6%; with 50% employer match about $83,778 at 4% or $55,852 at 6%; with 100% employer match about $62,834 at 4% or $41,889 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-10$116,775$50,267$5,027iApproximate average salary by contribution assumption: employee only about $125,668 at 4% or $83,778 at 6%; with 50% employer match about $83,778 at 4% or $55,852 at 6%; with 100% employer match about $62,834 at 4% or $41,889 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-7---
199927$629,926$200,144$28,592iApproximate average salary by contribution assumption: employee only about $714,800 at 4% or $476,533 at 6%; with 50% employer match about $476,533 at 4% or $317,689 at 6%; with 100% employer match about $357,400 at 4% or $238,267 at 6%.
Klein Financial Corporation Defined Benefit Pension Plan-7$562,125$184,508$26,358iApproximate average salary by contribution assumption: employee only about $658,957 at 4% or $439,305 at 6%; with 50% employer match about $439,305 at 4% or $292,870 at 6%; with 100% employer match about $329,479 at 4% or $219,652 at 6%.
Klein Financial Corporation 401K Profit Sharing Plan-7$67,801$15,636$2,234iApproximate average salary by contribution assumption: employee only about $55,843 at 4% or $37,229 at 6%; with 50% employer match about $37,229 at 4% or $24,819 at 6%; with 100% employer match about $27,921 at 4% or $18,614 at 6%.