Civic Intelligence

Phyllis Klein & Associates Inc.

Plan context: Phyllis Klein & Associates Inc. Employees Profit Sharing Plan

EIN 95-4359308 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

3

2003 Assets

$119,251

2003 Contributions

$38,978

Historical Graphs

Total Assets Over Time

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

$184,374$92,187$0199920012002YearValue
$119,251Latest year 2002

Participants Over Time

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

320199920012002YearValue
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
200310$0$0-
Phyllis Klein & Associates Inc. Employees Profit Sharing Plan-0---
200213$119,251$0-
Phyllis Klein & Associates Inc. Employees Profit Sharing Plan-3$119,251--
200113$137,804$0-
Phyllis Klein & Associates Inc. Employees Profit Sharing Plan-3$137,804--
200012$184,374$38,978$19,489iApproximate average salary by contribution assumption: employee only about $487,225 at 4% or $324,817 at 6%; with 50% employer match about $324,817 at 4% or $216,544 at 6%; with 100% employer match about $243,613 at 4% or $162,408 at 6%.
Phyllis Klein & Associates Inc. Employees Profit Sharing Plan-2$184,374$38,978$19,489iApproximate average salary by contribution assumption: employee only about $487,225 at 4% or $324,817 at 6%; with 50% employer match about $324,817 at 4% or $216,544 at 6%; with 100% employer match about $243,613 at 4% or $162,408 at 6%.
199913$177,836$42,022$14,007iApproximate average salary by contribution assumption: employee only about $350,183 at 4% or $233,456 at 6%; with 50% employer match about $233,456 at 4% or $155,637 at 6%; with 100% employer match about $175,092 at 4% or $116,728 at 6%.
Phyllis Klein & Associates Inc. Employees Profit Sharing Plan-3$177,836$42,022$14,007iApproximate average salary by contribution assumption: employee only about $350,183 at 4% or $233,456 at 6%; with 50% employer match about $233,456 at 4% or $155,637 at 6%; with 100% employer match about $175,092 at 4% or $116,728 at 6%.