Civic Intelligence

Klingbeil Capital Management Ltd.

Plan context: Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan

EIN 94-3397989 • Worthington, OH • 106 filings • 9 plans

500 West Wilson Bridge RdSuite 140Worthington, OH 43085
Current Snapshot

Latest Year

2024

2024 Participants

313

2024 Assets

$20,998,912

2024 Contributions

$1,255,112

Historical Graphs

Total Assets Over Time

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

$20,998,912$10,499,456$0200120132024YearValue
$20,998,912Latest year 2024

Participants Over Time

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

4682340200120132024YearValue
313Latest year 2024

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
20245313$20,998,912$1,255,112$4,010iApproximate average salary by contribution assumption: employee only about $100,249 at 4% or $66,832 at 6%; with 50% employer match about $66,832 at 4% or $44,555 at 6%; with 100% employer match about $50,124 at 4% or $33,416 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-192$20,998,912$1,255,112$6,537iApproximate average salary by contribution assumption: employee only about $163,426 at 4% or $108,951 at 6%; with 50% employer match about $108,951 at 4% or $72,634 at 6%; with 100% employer match about $81,713 at 4% or $54,475 at 6%.
Klingbeil Capital Management Vision Plan-123---
Klingbeil Capital Management Health Plan-150---
Klingbeil Capital Management Dental Plan-313---
Klingbeil Capital Management Benefit Plan-191---
20235332$19,633,162$1,366,548$4,116iApproximate average salary by contribution assumption: employee only about $102,903 at 4% or $68,602 at 6%; with 50% employer match about $68,602 at 4% or $45,735 at 6%; with 100% employer match about $51,451 at 4% or $34,301 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-198$19,633,162$1,366,548$6,902iApproximate average salary by contribution assumption: employee only about $172,544 at 4% or $115,029 at 6%; with 50% employer match about $115,029 at 4% or $76,686 at 6%; with 100% employer match about $86,272 at 4% or $57,515 at 6%.
Klingbeil Capital Management Vision Plan-129---
Klingbeil Capital Management Health Plan-159---
Klingbeil Capital Management Benefit Plan-193---
Klingbeil Capital Management Dental Plan-332---
20225316$17,496,751$1,134,435$3,590iApproximate average salary by contribution assumption: employee only about $89,750 at 4% or $59,833 at 6%; with 50% employer match about $59,833 at 4% or $39,889 at 6%; with 100% employer match about $44,875 at 4% or $29,917 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-196$17,496,751$1,134,435$5,788iApproximate average salary by contribution assumption: employee only about $144,698 at 4% or $96,466 at 6%; with 50% employer match about $96,466 at 4% or $64,310 at 6%; with 100% employer match about $72,349 at 4% or $48,233 at 6%.
Klingbeil Capital Management Benefit Plan-192---
Klingbeil Capital Management Dental Plan-316---
Klingbeil Capital Management Health Plan-143---
Klingbeil Capital Management Vision Plan-123---
20215354$19,090,257$1,072,211$3,029iApproximate average salary by contribution assumption: employee only about $75,721 at 4% or $50,481 at 6%; with 50% employer match about $50,481 at 4% or $33,654 at 6%; with 100% employer match about $37,861 at 4% or $25,240 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-208$19,090,257$1,072,211$5,155iApproximate average salary by contribution assumption: employee only about $128,872 at 4% or $85,914 at 6%; with 50% employer match about $85,914 at 4% or $57,276 at 6%; with 100% employer match about $64,436 at 4% or $42,957 at 6%.
Klingbeil Capital Management Dental Plan-354---
Klingbeil Capital Management Health Plan-153---
Klingbeil Capital Management Vision Plan-122---
Klingbeil Capital Management Benefit Plan-184---
20205358$16,510,013$1,011,036$2,824iApproximate average salary by contribution assumption: employee only about $70,603 at 4% or $47,069 at 6%; with 50% employer match about $47,069 at 4% or $31,379 at 6%; with 100% employer match about $35,302 at 4% or $23,534 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-204$16,510,013$1,011,036$4,956iApproximate average salary by contribution assumption: employee only about $123,901 at 4% or $82,601 at 6%; with 50% employer match about $82,601 at 4% or $55,067 at 6%; with 100% employer match about $61,951 at 4% or $41,300 at 6%.
Klingbeil Capital Management Benefit Plan-183---
Klingbeil Capital Management Dental Plan-358---
Klingbeil Capital Management Health Plan-168---
Klingbeil Capital Management Vision Plan-133---
20195360$14,234,375$981,873$2,727iApproximate average salary by contribution assumption: employee only about $68,186 at 4% or $45,457 at 6%; with 50% employer match about $45,457 at 4% or $30,305 at 6%; with 100% employer match about $34,093 at 4% or $22,729 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-205$14,234,375$981,873$4,790iApproximate average salary by contribution assumption: employee only about $119,741 at 4% or $79,827 at 6%; with 50% employer match about $79,827 at 4% or $53,218 at 6%; with 100% employer match about $59,870 at 4% or $39,914 at 6%.
Klingbeil Capital Management Benefit Plan-192---
Klingbeil Capital Management Health Plan-287---
Klingbeil Capital Management Vision Plan-127---
Klingbeil Capital Management Dental Plan-360---
20185446$11,969,399$1,000,095$2,242iApproximate average salary by contribution assumption: employee only about $56,059 at 4% or $37,373 at 6%; with 50% employer match about $37,373 at 4% or $24,915 at 6%; with 100% employer match about $28,030 at 4% or $18,686 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-219$11,969,399$1,000,095$4,567iApproximate average salary by contribution assumption: employee only about $114,166 at 4% or $76,111 at 6%; with 50% employer match about $76,111 at 4% or $50,740 at 6%; with 100% employer match about $57,083 at 4% or $38,055 at 6%.
Klingbeil Capital Management Dental Plan-446---
Klingbeil Capital Management Health Plan-339---
Klingbeil Capital Management Vision Plan-156---
Klingbeil Capital Management Benefit Plan-198---
20175409$12,041,947$921,089$2,252iApproximate average salary by contribution assumption: employee only about $56,301 at 4% or $37,534 at 6%; with 50% employer match about $37,534 at 4% or $25,023 at 6%; with 100% employer match about $28,151 at 4% or $18,767 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-214$12,041,947$921,089$4,304iApproximate average salary by contribution assumption: employee only about $107,604 at 4% or $71,736 at 6%; with 50% employer match about $71,736 at 4% or $47,824 at 6%; with 100% employer match about $53,802 at 4% or $35,868 at 6%.
Klingbeil Capital Management Benefit Plan-192---
Klingbeil Capital Management Health Plan-321---
Klingbeil Capital Management Vision Plan-153---
Klingbeil Capital Management Dental Plan-409---
20165412$9,979,825$786,528$1,909iApproximate average salary by contribution assumption: employee only about $47,726 at 4% or $31,817 at 6%; with 50% employer match about $31,817 at 4% or $21,212 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-186$9,979,825$786,528$4,229iApproximate average salary by contribution assumption: employee only about $105,716 at 4% or $70,477 at 6%; with 50% employer match about $70,477 at 4% or $46,985 at 6%; with 100% employer match about $52,858 at 4% or $35,239 at 6%.
Klingbeil Capital Management Vision Plan-151---
Klingbeil Capital Management Benefit Plan-191---
Klingbeil Capital Management Dental Plan-412---
Klingbeil Capital Management Health Plan-325---
20155434$9,078,463$814,127$1,876iApproximate average salary by contribution assumption: employee only about $46,897 at 4% or $31,264 at 6%; with 50% employer match about $31,264 at 4% or $20,843 at 6%; with 100% employer match about $23,448 at 4% or $15,632 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-209$9,078,463$814,127$3,895iApproximate average salary by contribution assumption: employee only about $97,384 at 4% or $64,922 at 6%; with 50% employer match about $64,922 at 4% or $43,282 at 6%; with 100% employer match about $48,692 at 4% or $32,461 at 6%.
Klingbeil Capital Management Health Plan-330---
Klingbeil Capital Management Dental Plan-434---
Klingbeil Capital Management Vision Plan-136---
Klingbeil Capital Management Benefit Plan-188---
20145468$8,888,512$843,534$1,802iApproximate average salary by contribution assumption: employee only about $45,061 at 4% or $30,040 at 6%; with 50% employer match about $30,040 at 4% or $20,027 at 6%; with 100% employer match about $22,530 at 4% or $15,020 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-229$8,888,512$843,534$3,684iApproximate average salary by contribution assumption: employee only about $92,089 at 4% or $61,393 at 6%; with 50% employer match about $61,393 at 4% or $40,928 at 6%; with 100% employer match about $46,044 at 4% or $30,696 at 6%.
Klingbeil Capital Management Health Plan-365---
Klingbeil Capital Management Dental Plan-468---
Klingbeil Capital Management Benefit Plan-212---
Klingbeil Capital Management Vision Plan-151---
20135402$7,991,513$598,033$1,488iApproximate average salary by contribution assumption: employee only about $37,191 at 4% or $24,794 at 6%; with 50% employer match about $24,794 at 4% or $16,529 at 6%; with 100% employer match about $18,596 at 4% or $12,397 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-211$7,991,513$598,033$2,834iApproximate average salary by contribution assumption: employee only about $70,857 at 4% or $47,238 at 6%; with 50% employer match about $47,238 at 4% or $31,492 at 6%; with 100% employer match about $35,428 at 4% or $23,619 at 6%.
Klingbeil Capital Management Dental Plan-182---
Klingbeil Capital Management Vision Plan-182---
Klingbeil Capital Management Health Plan-402---
Klingbeil Capital Management Benefit Plan-215---
20125234$6,793,133$467,563$1,998iApproximate average salary by contribution assumption: employee only about $49,953 at 4% or $33,302 at 6%; with 50% employer match about $33,302 at 4% or $22,201 at 6%; with 100% employer match about $24,977 at 4% or $16,651 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-234$6,793,133$467,563$1,998iApproximate average salary by contribution assumption: employee only about $49,953 at 4% or $33,302 at 6%; with 50% employer match about $33,302 at 4% or $22,201 at 6%; with 100% employer match about $24,977 at 4% or $16,651 at 6%.
Klingbeil Capital Management Vision Plan-174---
Klingbeil Capital Management Benefit Plan-194---
Klingbeil Capital Management Dental Plan-164---
Klingbeil Capital Management Health Plan-161---
20115214$5,722,274$557,544$2,605iApproximate average salary by contribution assumption: employee only about $65,134 at 4% or $43,422 at 6%; with 50% employer match about $43,422 at 4% or $28,948 at 6%; with 100% employer match about $32,567 at 4% or $21,711 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-214$5,722,274$557,544$2,605iApproximate average salary by contribution assumption: employee only about $65,134 at 4% or $43,422 at 6%; with 50% employer match about $43,422 at 4% or $28,948 at 6%; with 100% employer match about $32,567 at 4% or $21,711 at 6%.
Klingbeil Capital Management Health Plan-180---
Klingbeil Capital Management Dental Plan-179---
Klingbeil Capital Management Benefit Plan-210---
Klingbeil Capital Management Vision Plan-182---
20105218$5,854,587$462,391$2,121iApproximate average salary by contribution assumption: employee only about $53,026 at 4% or $35,351 at 6%; with 50% employer match about $35,351 at 4% or $23,567 at 6%; with 100% employer match about $26,513 at 4% or $17,675 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-218$5,854,587$462,391$2,121iApproximate average salary by contribution assumption: employee only about $53,026 at 4% or $35,351 at 6%; with 50% employer match about $35,351 at 4% or $23,567 at 6%; with 100% employer match about $26,513 at 4% or $17,675 at 6%.
Klingbeil Capital Management Benefit Plan-192---
Klingbeil Capital Management Dental Plan-166---
Klingbeil Capital Management Vision Plan-162---
Klingbeil Capital Management Health Plan-163---
20096212$5,326,400$487,529$2,300iApproximate average salary by contribution assumption: employee only about $57,492 at 4% or $38,328 at 6%; with 50% employer match about $38,328 at 4% or $25,552 at 6%; with 100% employer match about $28,746 at 4% or $19,164 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-205$5,326,400$487,529$2,378iApproximate average salary by contribution assumption: employee only about $59,455 at 4% or $39,637 at 6%; with 50% employer match about $39,637 at 4% or $26,424 at 6%; with 100% employer match about $29,727 at 4% or $19,818 at 6%.
Klingbeil Capital Management Benefit Plan-212---
Klingbeil Capital Management Dental Plan-179---
Klingbeil Capital Management Vision Plan-167---
Klingbeil Capital Management Health Plan-171---
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-----
20085204$4,468,035$2,022,685$9,915iApproximate average salary by contribution assumption: employee only about $247,878 at 4% or $165,252 at 6%; with 50% employer match about $165,252 at 4% or $110,168 at 6%; with 100% employer match about $123,939 at 4% or $82,626 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-204$4,468,035$2,022,685$9,915iApproximate average salary by contribution assumption: employee only about $247,878 at 4% or $165,252 at 6%; with 50% employer match about $165,252 at 4% or $110,168 at 6%; with 100% employer match about $123,939 at 4% or $82,626 at 6%.
Klingbeil Capital Management Benefit Plan-198---
Klingbeil Capital Management Dental Plan-175---
Klingbeil Capital Management Vision Plan-166---
Klingbeil Capital Management Health Plan-166---
20074174$4,035,504$628,861$3,614iApproximate average salary by contribution assumption: employee only about $90,354 at 4% or $60,236 at 6%; with 50% employer match about $60,236 at 4% or $40,157 at 6%; with 100% employer match about $45,177 at 4% or $30,118 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-174$4,035,504$628,861$3,614iApproximate average salary by contribution assumption: employee only about $90,354 at 4% or $60,236 at 6%; with 50% employer match about $60,236 at 4% or $40,157 at 6%; with 100% employer match about $45,177 at 4% or $30,118 at 6%.
Klingbeil Capital Management Dental Plan-160---
Klingbeil Capital Management Benefit Plan-171---
Klingbeil Capital Management Vision Plan-151---
20064185$3,426,183$473,972$2,562iApproximate average salary by contribution assumption: employee only about $64,050 at 4% or $42,700 at 6%; with 50% employer match about $42,700 at 4% or $28,467 at 6%; with 100% employer match about $32,025 at 4% or $21,350 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-158$3,426,183$473,972$3,000iApproximate average salary by contribution assumption: employee only about $74,996 at 4% or $49,997 at 6%; with 50% employer match about $49,997 at 4% or $33,331 at 6%; with 100% employer match about $37,498 at 4% or $24,999 at 6%.
Klingbeil Capital Management Vision Plan-139---
Klingbeil Capital Management Benefit Plan-185---
Klingbeil Capital Management Dental Plan-147---
20054188$2,892,985$537,228$2,858iApproximate average salary by contribution assumption: employee only about $71,440 at 4% or $47,627 at 6%; with 50% employer match about $47,627 at 4% or $31,751 at 6%; with 100% employer match about $35,720 at 4% or $23,813 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-151$2,892,985$537,228$3,558iApproximate average salary by contribution assumption: employee only about $88,945 at 4% or $59,297 at 6%; with 50% employer match about $59,297 at 4% or $39,531 at 6%; with 100% employer match about $44,473 at 4% or $29,648 at 6%.
Klingbeil Capital Management Dental Plan-169---
Klingbeil Capital Management Benefit Plan-188---
Klingbeil Capital Management Vision Plan-167---
20044164$2,299,034$396,409$2,417iApproximate average salary by contribution assumption: employee only about $60,428 at 4% or $40,285 at 6%; with 50% employer match about $40,285 at 4% or $26,857 at 6%; with 100% employer match about $30,214 at 4% or $20,143 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-135$2,299,034$396,409$2,936iApproximate average salary by contribution assumption: employee only about $73,409 at 4% or $48,939 at 6%; with 50% employer match about $48,939 at 4% or $32,626 at 6%; with 100% employer match about $36,705 at 4% or $24,470 at 6%.
Klingbeil Capital Management Vision Plan-164---
Klingbeil Capital Management Dental Plan-128---
Klingbeil Capital Management Benefit Plan-154---
2003184$1,971,652$368,421$4,386iApproximate average salary by contribution assumption: employee only about $109,649 at 4% or $73,099 at 6%; with 50% employer match about $73,099 at 4% or $48,733 at 6%; with 100% employer match about $54,825 at 4% or $36,550 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-84$1,971,652$368,421$4,386iApproximate average salary by contribution assumption: employee only about $109,649 at 4% or $73,099 at 6%; with 50% employer match about $73,099 at 4% or $48,733 at 6%; with 100% employer match about $54,825 at 4% or $36,550 at 6%.
20022144$1,346,432$516,647$3,588iApproximate average salary by contribution assumption: employee only about $89,696 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,865 at 6%; with 100% employer match about $44,848 at 4% or $29,899 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-125$1,346,432$516,647$4,133iApproximate average salary by contribution assumption: employee only about $103,329 at 4% or $68,886 at 6%; with 50% employer match about $68,886 at 4% or $45,924 at 6%; with 100% employer match about $51,665 at 4% or $34,443 at 6%.
Klingbeil Capital Management Benefit Plan-144---
20011138$1,125,210$211,527$1,533iApproximate average salary by contribution assumption: employee only about $38,320 at 4% or $25,547 at 6%; with 50% employer match about $25,547 at 4% or $17,031 at 6%; with 100% employer match about $19,160 at 4% or $12,773 at 6%.
Klingbeil Capital Management Ltd. 401(K) Profit Sharing Plan-138$1,125,210$211,527$1,533iApproximate average salary by contribution assumption: employee only about $38,320 at 4% or $25,547 at 6%; with 50% employer match about $25,547 at 4% or $17,031 at 6%; with 100% employer match about $19,160 at 4% or $12,773 at 6%.