Civic Intelligence

Jeffrey S. Karelis

Plan context: Jeffrey S. Karelis Profit Sharing Plan

EIN 04-2601859 • Waltham, MA • 10 filings • 3 plans

950 Winter Street, Ste. 4250Waltham, MA 02451
Current Snapshot

Latest Year

2010

2010 Participants

6

2010 Assets

$415,357

2010 Contributions

$86,384

Historical Graphs

Total Assets Over Time

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

$2,352,276$1,176,138$0199920062010YearValue
$415,357Latest year 2010

Participants Over Time

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

740199920062010YearValue
6Latest year 2010

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
201016$415,357$86,384$14,397iApproximate average salary by contribution assumption: employee only about $359,933 at 4% or $239,956 at 6%; with 50% employer match about $239,956 at 4% or $159,970 at 6%; with 100% employer match about $179,967 at 4% or $119,978 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-6$415,357$86,384$14,397iApproximate average salary by contribution assumption: employee only about $359,933 at 4% or $239,956 at 6%; with 50% employer match about $239,956 at 4% or $159,970 at 6%; with 100% employer match about $179,967 at 4% or $119,978 at 6%.
200917$302,708$93,834$13,405iApproximate average salary by contribution assumption: employee only about $335,121 at 4% or $223,414 at 6%; with 50% employer match about $223,414 at 4% or $148,943 at 6%; with 100% employer match about $167,561 at 4% or $111,707 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-7$302,708$93,834$13,405iApproximate average salary by contribution assumption: employee only about $335,121 at 4% or $223,414 at 6%; with 50% employer match about $223,414 at 4% or $148,943 at 6%; with 100% employer match about $167,561 at 4% or $111,707 at 6%.
200816$1,676,199$101,326$16,888iApproximate average salary by contribution assumption: employee only about $422,192 at 4% or $281,461 at 6%; with 50% employer match about $281,461 at 4% or $187,641 at 6%; with 100% employer match about $211,096 at 4% or $140,731 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-6$1,676,199$101,326$16,888iApproximate average salary by contribution assumption: employee only about $422,192 at 4% or $281,461 at 6%; with 50% employer match about $281,461 at 4% or $187,641 at 6%; with 100% employer match about $211,096 at 4% or $140,731 at 6%.
200713$2,352,276$87,932$29,311iApproximate average salary by contribution assumption: employee only about $732,767 at 4% or $488,511 at 6%; with 50% employer match about $488,511 at 4% or $325,674 at 6%; with 100% employer match about $366,383 at 4% or $244,256 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-3$2,352,276$87,932$29,311iApproximate average salary by contribution assumption: employee only about $732,767 at 4% or $488,511 at 6%; with 50% employer match about $488,511 at 4% or $325,674 at 6%; with 100% employer match about $366,383 at 4% or $244,256 at 6%.
200614$2,140,714$78,987$19,747iApproximate average salary by contribution assumption: employee only about $493,669 at 4% or $329,113 at 6%; with 50% employer match about $329,113 at 4% or $219,408 at 6%; with 100% employer match about $246,834 at 4% or $164,556 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-4$2,140,714$78,987$19,747iApproximate average salary by contribution assumption: employee only about $493,669 at 4% or $329,113 at 6%; with 50% employer match about $329,113 at 4% or $219,408 at 6%; with 100% employer match about $246,834 at 4% or $164,556 at 6%.
200515$1,759,953$62,902$12,580iApproximate average salary by contribution assumption: employee only about $314,510 at 4% or $209,673 at 6%; with 50% employer match about $209,673 at 4% or $139,782 at 6%; with 100% employer match about $157,255 at 4% or $104,837 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-5$1,759,953$62,902$12,580iApproximate average salary by contribution assumption: employee only about $314,510 at 4% or $209,673 at 6%; with 50% employer match about $209,673 at 4% or $139,782 at 6%; with 100% employer match about $157,255 at 4% or $104,837 at 6%.
200414$1,550,195$72,013$18,003iApproximate average salary by contribution assumption: employee only about $450,081 at 4% or $300,054 at 6%; with 50% employer match about $300,054 at 4% or $200,036 at 6%; with 100% employer match about $225,041 at 4% or $150,027 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-4$1,550,195$72,013$18,003iApproximate average salary by contribution assumption: employee only about $450,081 at 4% or $300,054 at 6%; with 50% employer match about $300,054 at 4% or $200,036 at 6%; with 100% employer match about $225,041 at 4% or $150,027 at 6%.
200112$0$0-
Jeffrey S. Karelis Profit Sharing Plan-2---
200012$1,192,041$33,961$16,981iApproximate average salary by contribution assumption: employee only about $424,513 at 4% or $283,008 at 6%; with 50% employer match about $283,008 at 4% or $188,672 at 6%; with 100% employer match about $212,256 at 4% or $141,504 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-2$1,192,041$33,961$16,981iApproximate average salary by contribution assumption: employee only about $424,513 at 4% or $283,008 at 6%; with 50% employer match about $283,008 at 4% or $188,672 at 6%; with 100% employer match about $212,256 at 4% or $141,504 at 6%.
199912$1,282,484$30,341$15,171iApproximate average salary by contribution assumption: employee only about $379,263 at 4% or $252,842 at 6%; with 50% employer match about $252,842 at 4% or $168,561 at 6%; with 100% employer match about $189,631 at 4% or $126,421 at 6%.
Jeffrey S. Karelis Profit Sharing Plan-2$1,282,484$30,341$15,171iApproximate average salary by contribution assumption: employee only about $379,263 at 4% or $252,842 at 6%; with 50% employer match about $252,842 at 4% or $168,561 at 6%; with 100% employer match about $189,631 at 4% or $126,421 at 6%.