Civic Intelligence

KLEIN INSURANCE, LLC

Plan context: KLEIN INSURANCE, LLC 401(K) PLAN

EIN 85-1053132 • Madison, MN • 6 filings • 1 plans

222 6th AveMadison, MN 56256-1309
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$449,848

2025 Contributions

$44,944

Historical Graphs

Total Assets Over Time

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

$449,848$224,924$0202020232025YearValue
$449,848Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202514$449,848$44,944$11,236iApproximate average salary by contribution assumption: employee only about $280,900 at 4% or $187,267 at 6%; with 50% employer match about $187,267 at 4% or $124,844 at 6%; with 100% employer match about $140,450 at 4% or $93,633 at 6%.
KLEIN INSURANCE, LLC 401(K) PLAN-4$449,848$44,944$11,236iApproximate average salary by contribution assumption: employee only about $280,900 at 4% or $187,267 at 6%; with 50% employer match about $187,267 at 4% or $124,844 at 6%; with 100% employer match about $140,450 at 4% or $93,633 at 6%.
202414$343,771$42,953$10,738iApproximate average salary by contribution assumption: employee only about $268,456 at 4% or $178,971 at 6%; with 50% employer match about $178,971 at 4% or $119,314 at 6%; with 100% employer match about $134,228 at 4% or $89,485 at 6%.
KLEIN INSURANCE, LLC 401(K) PLAN-4$343,771$42,953$10,738iApproximate average salary by contribution assumption: employee only about $268,456 at 4% or $178,971 at 6%; with 50% employer match about $178,971 at 4% or $119,314 at 6%; with 100% employer match about $134,228 at 4% or $89,485 at 6%.
202314$266,059$42,406$10,602iApproximate average salary by contribution assumption: employee only about $265,038 at 4% or $176,692 at 6%; with 50% employer match about $176,692 at 4% or $117,794 at 6%; with 100% employer match about $132,519 at 4% or $88,346 at 6%.
KLEIN INSURANCE, LLC 401(K) PLAN-4$266,059$42,406$10,602iApproximate average salary by contribution assumption: employee only about $265,038 at 4% or $176,692 at 6%; with 50% employer match about $176,692 at 4% or $117,794 at 6%; with 100% employer match about $132,519 at 4% or $88,346 at 6%.
202214$188,096$40,556$10,139iApproximate average salary by contribution assumption: employee only about $253,475 at 4% or $168,983 at 6%; with 50% employer match about $168,983 at 4% or $112,656 at 6%; with 100% employer match about $126,738 at 4% or $84,492 at 6%.
KLEIN INSURANCE, LLC 401(K) PLAN-4$188,096$40,556$10,139iApproximate average salary by contribution assumption: employee only about $253,475 at 4% or $168,983 at 6%; with 50% employer match about $168,983 at 4% or $112,656 at 6%; with 100% employer match about $126,738 at 4% or $84,492 at 6%.
202114$183,539$55,832$13,958iApproximate average salary by contribution assumption: employee only about $348,950 at 4% or $232,633 at 6%; with 50% employer match about $232,633 at 4% or $155,089 at 6%; with 100% employer match about $174,475 at 4% or $116,317 at 6%.
KLEIN INSURANCE, LLC 401(K) PLAN-4$183,539$55,832$13,958iApproximate average salary by contribution assumption: employee only about $348,950 at 4% or $232,633 at 6%; with 50% employer match about $232,633 at 4% or $155,089 at 6%; with 100% employer match about $174,475 at 4% or $116,317 at 6%.
202014$104,765$94,771$23,693iApproximate average salary by contribution assumption: employee only about $592,319 at 4% or $394,879 at 6%; with 50% employer match about $394,879 at 4% or $263,253 at 6%; with 100% employer match about $296,159 at 4% or $197,440 at 6%.
KLEIN INSURANCE, LLC 401(K) PLAN-4$104,765$94,771$23,693iApproximate average salary by contribution assumption: employee only about $592,319 at 4% or $394,879 at 6%; with 50% employer match about $394,879 at 4% or $263,253 at 6%; with 100% employer match about $296,159 at 4% or $197,440 at 6%.