KLEIN MANAGEMENT & RESEARCH, INC.
Plan context: KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN
EIN 83-0346867 • Carroll, IA • 26 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$2,195,258
2025 Contributions
$18,074
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $2,195,258 | $18,074 | $2,582iApproximate average salary by contribution assumption: employee only about $64,550 at 4% or $43,033 at 6%; with 50% employer match about $43,033 at 4% or $28,689 at 6%; with 100% employer match about $32,275 at 4% or $21,517 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 7 | $2,195,258 | $18,074 | $2,582iApproximate average salary by contribution assumption: employee only about $64,550 at 4% or $43,033 at 6%; with 50% employer match about $43,033 at 4% or $28,689 at 6%; with 100% employer match about $32,275 at 4% or $21,517 at 6%. |
| 2024 | 1 | 9 | $2,022,340 | $30,806 | $3,423iApproximate average salary by contribution assumption: employee only about $85,572 at 4% or $57,048 at 6%; with 50% employer match about $57,048 at 4% or $38,032 at 6%; with 100% employer match about $42,786 at 4% or $28,524 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 9 | $2,022,340 | $30,806 | $3,423iApproximate average salary by contribution assumption: employee only about $85,572 at 4% or $57,048 at 6%; with 50% employer match about $57,048 at 4% or $38,032 at 6%; with 100% employer match about $42,786 at 4% or $28,524 at 6%. |
| 2023 | 1 | 9 | $1,778,732 | $48,568 | $5,396iApproximate average salary by contribution assumption: employee only about $134,911 at 4% or $89,941 at 6%; with 50% employer match about $89,941 at 4% or $59,960 at 6%; with 100% employer match about $67,456 at 4% or $44,970 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 9 | $1,778,732 | $48,568 | $5,396iApproximate average salary by contribution assumption: employee only about $134,911 at 4% or $89,941 at 6%; with 50% employer match about $89,941 at 4% or $59,960 at 6%; with 100% employer match about $67,456 at 4% or $44,970 at 6%. |
| 2022 | 1 | 7 | $1,521,670 | $29,873 | $4,268iApproximate average salary by contribution assumption: employee only about $106,689 at 4% or $71,126 at 6%; with 50% employer match about $71,126 at 4% or $47,417 at 6%; with 100% employer match about $53,345 at 4% or $35,563 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 7 | $1,521,670 | $29,873 | $4,268iApproximate average salary by contribution assumption: employee only about $106,689 at 4% or $71,126 at 6%; with 50% employer match about $71,126 at 4% or $47,417 at 6%; with 100% employer match about $53,345 at 4% or $35,563 at 6%. |
| 2021 | 1 | 9 | $1,832,597 | $39,634 | $4,404iApproximate average salary by contribution assumption: employee only about $110,094 at 4% or $73,396 at 6%; with 50% employer match about $73,396 at 4% or $48,931 at 6%; with 100% employer match about $55,047 at 4% or $36,698 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 9 | $1,832,597 | $39,634 | $4,404iApproximate average salary by contribution assumption: employee only about $110,094 at 4% or $73,396 at 6%; with 50% employer match about $73,396 at 4% or $48,931 at 6%; with 100% employer match about $55,047 at 4% or $36,698 at 6%. |
| 2020 | 1 | 8 | $1,564,345 | $30,543 | $3,818iApproximate average salary by contribution assumption: employee only about $95,447 at 4% or $63,631 at 6%; with 50% employer match about $63,631 at 4% or $42,421 at 6%; with 100% employer match about $47,723 at 4% or $31,816 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 8 | $1,564,345 | $30,543 | $3,818iApproximate average salary by contribution assumption: employee only about $95,447 at 4% or $63,631 at 6%; with 50% employer match about $63,631 at 4% or $42,421 at 6%; with 100% employer match about $47,723 at 4% or $31,816 at 6%. |
| 2019 | 1 | 8 | $1,357,804 | $34,153 | $4,269iApproximate average salary by contribution assumption: employee only about $106,728 at 4% or $71,152 at 6%; with 50% employer match about $71,152 at 4% or $47,435 at 6%; with 100% employer match about $53,364 at 4% or $35,576 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 8 | $1,357,804 | $34,153 | $4,269iApproximate average salary by contribution assumption: employee only about $106,728 at 4% or $71,152 at 6%; with 50% employer match about $71,152 at 4% or $47,435 at 6%; with 100% employer match about $53,364 at 4% or $35,576 at 6%. |
| 2018 | 1 | 8 | $1,070,574 | $100,834 | $12,604iApproximate average salary by contribution assumption: employee only about $315,106 at 4% or $210,071 at 6%; with 50% employer match about $210,071 at 4% or $140,047 at 6%; with 100% employer match about $157,553 at 4% or $105,035 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 8 | $1,070,574 | $100,834 | $12,604iApproximate average salary by contribution assumption: employee only about $315,106 at 4% or $210,071 at 6%; with 50% employer match about $210,071 at 4% or $140,047 at 6%; with 100% employer match about $157,553 at 4% or $105,035 at 6%. |
| 2017 | 1 | 10 | $1,207,870 | $37,746 | $3,775iApproximate average salary by contribution assumption: employee only about $94,365 at 4% or $62,910 at 6%; with 50% employer match about $62,910 at 4% or $41,940 at 6%; with 100% employer match about $47,183 at 4% or $31,455 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 10 | $1,207,870 | $37,746 | $3,775iApproximate average salary by contribution assumption: employee only about $94,365 at 4% or $62,910 at 6%; with 50% employer match about $62,910 at 4% or $41,940 at 6%; with 100% employer match about $47,183 at 4% or $31,455 at 6%. |
| 2016 | 1 | 9 | $1,006,529 | $7,121 | $791iApproximate average salary by contribution assumption: employee only about $19,781 at 4% or $13,187 at 6%; with 50% employer match about $13,187 at 4% or $8,791 at 6%; with 100% employer match about $9,890 at 4% or $6,594 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 9 | $1,006,529 | $7,121 | $791iApproximate average salary by contribution assumption: employee only about $19,781 at 4% or $13,187 at 6%; with 50% employer match about $13,187 at 4% or $8,791 at 6%; with 100% employer match about $9,890 at 4% or $6,594 at 6%. |
| 2015 | 1 | 8 | $963,384 | $43,062 | $5,383iApproximate average salary by contribution assumption: employee only about $134,569 at 4% or $89,713 at 6%; with 50% employer match about $89,713 at 4% or $59,808 at 6%; with 100% employer match about $67,284 at 4% or $44,856 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 8 | $963,384 | $43,062 | $5,383iApproximate average salary by contribution assumption: employee only about $134,569 at 4% or $89,713 at 6%; with 50% employer match about $89,713 at 4% or $59,808 at 6%; with 100% employer match about $67,284 at 4% or $44,856 at 6%. |
| 2014 | 2 | 7 | $659,722 | $228,518 | $32,645iApproximate average salary by contribution assumption: employee only about $816,136 at 4% or $544,090 at 6%; with 50% employer match about $544,090 at 4% or $362,727 at 6%; with 100% employer match about $408,068 at 4% or $272,045 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 7 | $659,722 | $228,518 | $32,645iApproximate average salary by contribution assumption: employee only about $816,136 at 4% or $544,090 at 6%; with 50% employer match about $544,090 at 4% or $362,727 at 6%; with 100% employer match about $408,068 at 4% or $272,045 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2013 | 2 | 5 | $1,425,920 | $28,548 | $5,710iApproximate average salary by contribution assumption: employee only about $142,740 at 4% or $95,160 at 6%; with 50% employer match about $95,160 at 4% or $63,440 at 6%; with 100% employer match about $71,370 at 4% or $47,580 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 2 | $1,021,865 | - | - |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 5 | $404,055 | $28,548 | $5,710iApproximate average salary by contribution assumption: employee only about $142,740 at 4% or $95,160 at 6%; with 50% employer match about $95,160 at 4% or $63,440 at 6%; with 100% employer match about $71,370 at 4% or $47,580 at 6%. |
| 2012 | 2 | 7 | $1,281,740 | $59,679 | $8,526iApproximate average salary by contribution assumption: employee only about $213,139 at 4% or $142,093 at 6%; with 50% employer match about $142,093 at 4% or $94,729 at 6%; with 100% employer match about $106,570 at 4% or $71,046 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 3 | $952,256 | $0 | - |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 7 | $329,484 | $59,679 | $8,526iApproximate average salary by contribution assumption: employee only about $213,139 at 4% or $142,093 at 6%; with 50% employer match about $142,093 at 4% or $94,729 at 6%; with 100% employer match about $106,570 at 4% or $71,046 at 6%. |
| 2011 | 2 | 9 | $1,144,191 | $137,949 | $15,328iApproximate average salary by contribution assumption: employee only about $383,192 at 4% or $255,461 at 6%; with 50% employer match about $255,461 at 4% or $170,307 at 6%; with 100% employer match about $191,596 at 4% or $127,731 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 8 | $903,705 | $86,463 | $10,808iApproximate average salary by contribution assumption: employee only about $270,197 at 4% or $180,131 at 6%; with 50% employer match about $180,131 at 4% or $120,088 at 6%; with 100% employer match about $135,098 at 4% or $90,066 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 9 | $240,486 | $51,486 | $5,721iApproximate average salary by contribution assumption: employee only about $143,017 at 4% or $95,344 at 6%; with 50% employer match about $95,344 at 4% or $63,563 at 6%; with 100% employer match about $71,508 at 4% or $47,672 at 6%. |
| 2010 | 2 | 8 | $948,620 | $229,219 | $28,652iApproximate average salary by contribution assumption: employee only about $716,309 at 4% or $477,540 at 6%; with 50% employer match about $477,540 at 4% or $318,360 at 6%; with 100% employer match about $358,155 at 4% or $238,770 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 8 | $741,597 | $159,679 | $19,960iApproximate average salary by contribution assumption: employee only about $498,997 at 4% or $332,665 at 6%; with 50% employer match about $332,665 at 4% or $221,776 at 6%; with 100% employer match about $249,498 at 4% or $166,332 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 7 | $207,023 | $69,540 | $9,934iApproximate average salary by contribution assumption: employee only about $248,357 at 4% or $165,571 at 6%; with 50% employer match about $165,571 at 4% or $110,381 at 6%; with 100% employer match about $124,179 at 4% or $82,786 at 6%. |
| 2009 | 2 | 8 | $703,621 | $308,427 | $38,553iApproximate average salary by contribution assumption: employee only about $963,834 at 4% or $642,556 at 6%; with 50% employer match about $642,556 at 4% or $428,371 at 6%; with 100% employer match about $481,917 at 4% or $321,278 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 8 | $564,966 | $250,843 | $31,355iApproximate average salary by contribution assumption: employee only about $783,884 at 4% or $522,590 at 6%; with 50% employer match about $522,590 at 4% or $348,393 at 6%; with 100% employer match about $391,942 at 4% or $261,295 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401(K) PLAN | - | 6 | $138,655 | $57,584 | $9,597iApproximate average salary by contribution assumption: employee only about $239,933 at 4% or $159,956 at 6%; with 50% employer match about $159,956 at 4% or $106,637 at 6%; with 100% employer match about $119,967 at 4% or $79,978 at 6%. |
| 2008 | 1 | 4 | $54,928 | $76,708 | $19,177iApproximate average salary by contribution assumption: employee only about $479,425 at 4% or $319,617 at 6%; with 50% employer match about $319,617 at 4% or $213,078 at 6%; with 100% employer match about $239,713 at 4% or $159,808 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401K PLAN | - | 4 | $54,928 | $76,708 | $19,177iApproximate average salary by contribution assumption: employee only about $479,425 at 4% or $319,617 at 6%; with 50% employer match about $319,617 at 4% or $213,078 at 6%; with 100% employer match about $239,713 at 4% or $159,808 at 6%. |
| 2007 | 2 | 6 | $123 | $136 | $23iApproximate average salary by contribution assumption: employee only about $567 at 4% or $378 at 6%; with 50% employer match about $378 at 4% or $252 at 6%; with 100% employer match about $283 at 4% or $189 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. PROFIT SHARING 401K PLAN | - | 3 | $123 | $136 | $45iApproximate average salary by contribution assumption: employee only about $1,133 at 4% or $756 at 6%; with 50% employer match about $756 at 4% or $504 at 6%; with 100% employer match about $567 at 4% or $378 at 6%. |
| KLEIN MANAGEMENT & RESEARCH, INC. DEFINED BENEFIT PLAN | - | 6 | - | - | - |