Civic Intelligence

Robert Klein, M.D. Ltd

Plan context: Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust

EIN 86-0471488 • 19 filings • 2 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,578,440

2021 Contributions

$31,950

Historical Graphs

Total Assets Over Time

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

$2,775,299$1,387,650$0200320122020YearValue
$2,578,440Latest year 2020

Participants Over Time

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

110200220102019YearValue
1Latest year 2019

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
202110$0$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-0---
202010$2,578,440$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-0$2,578,440--
201911$2,775,299$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,775,299--
201811$2,503,484$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,503,484--
201711$2,461,309$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,461,309--
201611$2,336,385$31,950$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,336,385$31,950$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
201511$2,221,913$31,950$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,221,913$31,950$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
201311$2,135,486$31,650$31,650iApproximate average salary by contribution assumption: employee only about $791,250 at 4% or $527,500 at 6%; with 50% employer match about $527,500 at 4% or $351,667 at 6%; with 100% employer match about $395,625 at 4% or $263,750 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,135,486$31,650$31,650iApproximate average salary by contribution assumption: employee only about $791,250 at 4% or $527,500 at 6%; with 50% employer match about $527,500 at 4% or $351,667 at 6%; with 100% employer match about $395,625 at 4% or $263,750 at 6%.
201211$2,071,886$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,071,886$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201111$2,077,674$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$2,077,674$54,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201011$1,945,246$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$1,945,246$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200911$1,796,036$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$1,796,036$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200811$0$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1---
200711$0$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1---
200611$1,521,304$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$1,521,304$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$1,400,461$47,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$1,400,461$47,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
200411$1,343,960$40,583$40,583iApproximate average salary by contribution assumption: employee only about $1,014,575 at 4% or $676,383 at 6%; with 50% employer match about $676,383 at 4% or $450,922 at 6%; with 100% employer match about $507,288 at 4% or $338,192 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$1,343,960$40,583$40,583iApproximate average salary by contribution assumption: employee only about $1,014,575 at 4% or $676,383 at 6%; with 50% employer match about $676,383 at 4% or $450,922 at 6%; with 100% employer match about $507,288 at 4% or $338,192 at 6%.
200311$1,256,326$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1$1,256,326$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200211$0$0-
Robert Klein, M.D. Ltd. Money Purchase Pension Plan and Trust-1---