Civic Intelligence

David G. Klein, M.D.

Plan context: David G. Klein Money Purchase Plan

EIN 85-0383962 • 9 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$232,971

2005 Contributions

$2,187

Historical Graphs

Total Assets Over Time

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

$323,101$161,551$019992001YearValue
$232,971Latest year 2001

Participants Over Time

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

420199920012002YearValue
3Latest year 2002

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$0-
David G. Klein Profit Sharing Plan-0---
200223$0$2,187$729iApproximate average salary by contribution assumption: employee only about $18,225 at 4% or $12,150 at 6%; with 50% employer match about $12,150 at 4% or $8,100 at 6%; with 100% employer match about $9,113 at 4% or $6,075 at 6%.
David G. Klein Money Purchase Plan-0-$2,187-
David G. Klein Profit Sharing Plan-3---
200124$232,971$45,279$11,320iApproximate average salary by contribution assumption: employee only about $282,994 at 4% or $188,663 at 6%; with 50% employer match about $188,663 at 4% or $125,775 at 6%; with 100% employer match about $141,497 at 4% or $94,331 at 6%.
David G. Klein Profit Sharing Plan-4$139,212$21,774$5,444iApproximate average salary by contribution assumption: employee only about $136,088 at 4% or $90,725 at 6%; with 50% employer match about $90,725 at 4% or $60,483 at 6%; with 100% employer match about $68,044 at 4% or $45,363 at 6%.
David G. Klein Money Purchase Plan-4$93,759$23,505$5,876iApproximate average salary by contribution assumption: employee only about $146,906 at 4% or $97,938 at 6%; with 50% employer match about $97,938 at 4% or $65,292 at 6%; with 100% employer match about $73,453 at 4% or $48,969 at 6%.
200022$0$0-
David G. Klein Profit Sharing Plan-2---
David G. Klein Money Purchase Plan-2---
199923$323,101$37,143$12,381iApproximate average salary by contribution assumption: employee only about $309,525 at 4% or $206,350 at 6%; with 50% employer match about $206,350 at 4% or $137,567 at 6%; with 100% employer match about $154,763 at 4% or $103,175 at 6%.
David G. Klein Profit Sharing Plan-3$192,802$22,286$7,429iApproximate average salary by contribution assumption: employee only about $185,717 at 4% or $123,811 at 6%; with 50% employer match about $123,811 at 4% or $82,541 at 6%; with 100% employer match about $92,858 at 4% or $61,906 at 6%.
David G. Klein Money Purchase Plan-3$130,299$14,857$4,952iApproximate average salary by contribution assumption: employee only about $123,808 at 4% or $82,539 at 6%; with 50% employer match about $82,539 at 4% or $55,026 at 6%; with 100% employer match about $61,904 at 4% or $41,269 at 6%.