Civic Intelligence

Klatt, Augustine, Treinen & Rastede PC.

Plan context: Klatt Law 401(K) Ps Plan

EIN 81-5319344 • Waterloo, IA • 8 filings • 2 plans

531 Commercial StreetSuite 250Waterloo, IA 50701
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,775,631

2024 Contributions

$100,804

Historical Graphs

Total Assets Over Time

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

$3,775,631$1,887,816$0201720212024YearValue
$3,775,631Latest year 2024

Participants Over Time

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

1160201720212024YearValue
8Latest 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
202418$3,775,631$100,804$12,601iApproximate average salary by contribution assumption: employee only about $315,013 at 4% or $210,008 at 6%; with 50% employer match about $210,008 at 4% or $140,006 at 6%; with 100% employer match about $157,506 at 4% or $105,004 at 6%.
Klatt Law 401(K) Ps Plan-8$3,775,631$100,804$12,601iApproximate average salary by contribution assumption: employee only about $315,013 at 4% or $210,008 at 6%; with 50% employer match about $210,008 at 4% or $140,006 at 6%; with 100% employer match about $157,506 at 4% or $105,004 at 6%.
202319$3,524,278$98,299$10,922iApproximate average salary by contribution assumption: employee only about $273,053 at 4% or $182,035 at 6%; with 50% employer match about $182,035 at 4% or $121,357 at 6%; with 100% employer match about $136,526 at 4% or $91,018 at 6%.
Klatt Law 401(K) Ps Plan-9$3,524,278$98,299$10,922iApproximate average salary by contribution assumption: employee only about $273,053 at 4% or $182,035 at 6%; with 50% employer match about $182,035 at 4% or $121,357 at 6%; with 100% employer match about $136,526 at 4% or $91,018 at 6%.
202219$2,917,694$90,250$10,028iApproximate average salary by contribution assumption: employee only about $250,694 at 4% or $167,130 at 6%; with 50% employer match about $167,130 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%.
Klatt Law 401(K) Ps Plan-9$2,917,694$90,250$10,028iApproximate average salary by contribution assumption: employee only about $250,694 at 4% or $167,130 at 6%; with 50% employer match about $167,130 at 4% or $111,420 at 6%; with 100% employer match about $125,347 at 4% or $83,565 at 6%.
202119$3,289,951$356,395$39,599iApproximate average salary by contribution assumption: employee only about $989,986 at 4% or $659,991 at 6%; with 50% employer match about $659,991 at 4% or $439,994 at 6%; with 100% employer match about $494,993 at 4% or $329,995 at 6%.
Klatt Law 401(K) Ps Plan-9$3,289,951$356,395$39,599iApproximate average salary by contribution assumption: employee only about $989,986 at 4% or $659,991 at 6%; with 50% employer match about $659,991 at 4% or $439,994 at 6%; with 100% employer match about $494,993 at 4% or $329,995 at 6%.
2020110$2,895,042$87,772$8,777iApproximate average salary by contribution assumption: employee only about $219,430 at 4% or $146,287 at 6%; with 50% employer match about $146,287 at 4% or $97,524 at 6%; with 100% employer match about $109,715 at 4% or $73,143 at 6%.
Klatt Law 401(K) Ps Plan-10$2,895,042$87,772$8,777iApproximate average salary by contribution assumption: employee only about $219,430 at 4% or $146,287 at 6%; with 50% employer match about $146,287 at 4% or $97,524 at 6%; with 100% employer match about $109,715 at 4% or $73,143 at 6%.
2019111$2,635,157$86,102$7,827iApproximate average salary by contribution assumption: employee only about $195,686 at 4% or $130,458 at 6%; with 50% employer match about $130,458 at 4% or $86,972 at 6%; with 100% employer match about $97,843 at 4% or $65,229 at 6%.
Klatt Law 401(K) Ps Plan-11$2,635,157$86,102$7,827iApproximate average salary by contribution assumption: employee only about $195,686 at 4% or $130,458 at 6%; with 50% employer match about $130,458 at 4% or $86,972 at 6%; with 100% employer match about $97,843 at 4% or $65,229 at 6%.
2018111$2,070,790$320,568$29,143iApproximate average salary by contribution assumption: employee only about $728,564 at 4% or $485,709 at 6%; with 50% employer match about $485,709 at 4% or $323,806 at 6%; with 100% employer match about $364,282 at 4% or $242,855 at 6%.
Klatt Law 401(K) Ps Plan-11$2,070,790$320,568$29,143iApproximate average salary by contribution assumption: employee only about $728,564 at 4% or $485,709 at 6%; with 50% employer match about $485,709 at 4% or $323,806 at 6%; with 100% employer match about $364,282 at 4% or $242,855 at 6%.
2017111$1,986,940$88,986$8,090iApproximate average salary by contribution assumption: employee only about $202,241 at 4% or $134,827 at 6%; with 50% employer match about $134,827 at 4% or $89,885 at 6%; with 100% employer match about $101,120 at 4% or $67,414 at 6%.
Klatt Law 401(K) Ps Plan-11$1,986,940$88,986$8,090iApproximate average salary by contribution assumption: employee only about $202,241 at 4% or $134,827 at 6%; with 50% employer match about $134,827 at 4% or $89,885 at 6%; with 100% employer match about $101,120 at 4% or $67,414 at 6%.