Civic Intelligence

Herbert S. Klein PC.

Plan context: Herbert S. Klein PC. Employees Profit Sharing Plan & Trust

EIN 84-1032406 • 6 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

4

2005 Assets

$784,251

2005 Contributions

$55,797

Historical Graphs

Total Assets Over Time

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

$784,251$392,126$0200020032004YearValue
$784,251Latest year 2004

Participants Over Time

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

530200020022004YearValue
4Latest year 2004

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
200510$0$55,797-
Herbert S. Klein PC. Employees Profit Sharing Plan & Trust-0-$55,797-
200414$784,251$71,243$17,811iApproximate average salary by contribution assumption: employee only about $445,269 at 4% or $296,846 at 6%; with 50% employer match about $296,846 at 4% or $197,897 at 6%; with 100% employer match about $222,634 at 4% or $148,423 at 6%.
Herbert S. Klein PC. Employees Profit Sharing Plan & Trust-4$784,251$71,243$17,811iApproximate average salary by contribution assumption: employee only about $445,269 at 4% or $296,846 at 6%; with 50% employer match about $296,846 at 4% or $197,897 at 6%; with 100% employer match about $222,634 at 4% or $148,423 at 6%.
200314$680,891$64,411$16,103iApproximate average salary by contribution assumption: employee only about $402,569 at 4% or $268,379 at 6%; with 50% employer match about $268,379 at 4% or $178,919 at 6%; with 100% employer match about $201,284 at 4% or $134,190 at 6%.
Herbert S. Klein PC. Employees Profit Sharing Plan & Trust-4$680,891$64,411$16,103iApproximate average salary by contribution assumption: employee only about $402,569 at 4% or $268,379 at 6%; with 50% employer match about $268,379 at 4% or $178,919 at 6%; with 100% employer match about $201,284 at 4% or $134,190 at 6%.
200215$573,904$64,725$12,945iApproximate average salary by contribution assumption: employee only about $323,625 at 4% or $215,750 at 6%; with 50% employer match about $215,750 at 4% or $143,833 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
Herbert S. Klein PC. Employees Profit Sharing Plan & Trust-5$573,904$64,725$12,945iApproximate average salary by contribution assumption: employee only about $323,625 at 4% or $215,750 at 6%; with 50% employer match about $215,750 at 4% or $143,833 at 6%; with 100% employer match about $161,813 at 4% or $107,875 at 6%.
200114$0$0-
Herbert S. Klein PC. Employees Profit Sharing Plan & Trust-4---
200013$695,408$48,468$16,156iApproximate average salary by contribution assumption: employee only about $403,900 at 4% or $269,267 at 6%; with 50% employer match about $269,267 at 4% or $179,511 at 6%; with 100% employer match about $201,950 at 4% or $134,633 at 6%.
Herbert S. Klein PC. Employees Profit Sharing Plan & Trust-3$695,408$48,468$16,156iApproximate average salary by contribution assumption: employee only about $403,900 at 4% or $269,267 at 6%; with 50% employer match about $269,267 at 4% or $179,511 at 6%; with 100% employer match about $201,950 at 4% or $134,633 at 6%.