Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$214,817
2023 Contributions
$44,054
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $44,054 | - |
| Michele Klein PLLC 401(K) Plan | - | 0 | - | $44,054 | - |
| 2022 | 1 | 2 | $214,817 | $41,293 | $20,647iApproximate average salary by contribution assumption: employee only about $516,163 at 4% or $344,108 at 6%; with 50% employer match about $344,108 at 4% or $229,406 at 6%; with 100% employer match about $258,081 at 4% or $172,054 at 6%. |
| Michele Klein PLLC 401(K) Plan | - | 2 | $214,817 | $41,293 | $20,647iApproximate average salary by contribution assumption: employee only about $516,163 at 4% or $344,108 at 6%; with 50% employer match about $344,108 at 4% or $229,406 at 6%; with 100% employer match about $258,081 at 4% or $172,054 at 6%. |
| 2021 | 1 | 1 | $172,229 | $26,080 | $26,080iApproximate average salary by contribution assumption: employee only about $652,000 at 4% or $434,667 at 6%; with 50% employer match about $434,667 at 4% or $289,778 at 6%; with 100% employer match about $326,000 at 4% or $217,333 at 6%. |
| Michele Klein PLLC 401(K) Plan | - | 1 | $172,229 | $26,080 | $26,080iApproximate average salary by contribution assumption: employee only about $652,000 at 4% or $434,667 at 6%; with 50% employer match about $434,667 at 4% or $289,778 at 6%; with 100% employer match about $326,000 at 4% or $217,333 at 6%. |