Civic Intelligence

Karen K. Hale

Plan context: KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST

EIN 06-1413676 • Redding, CT • 14 filings • 2 plans

19 Woods WayRedding, CT 06896
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$777,726

2009 Contributions

$44,995

Historical Graphs

Total Assets Over Time

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

$777,726$388,863$0199920042008YearValue
$777,726Latest year 2008

Participants Over Time

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

210199920042008YearValue
2Latest year 2008

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
200910$0$0-
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-0$0$0-
200812$777,726$0-
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$777,726--
200712$0$0-
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2---
200612$734,473$44,995$22,498iApproximate average salary by contribution assumption: employee only about $562,438 at 4% or $374,958 at 6%; with 50% employer match about $374,958 at 4% or $249,972 at 6%; with 100% employer match about $281,219 at 4% or $187,479 at 6%.
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$734,473$44,995$22,498iApproximate average salary by contribution assumption: employee only about $562,438 at 4% or $374,958 at 6%; with 50% employer match about $374,958 at 4% or $249,972 at 6%; with 100% employer match about $281,219 at 4% or $187,479 at 6%.
200512$603,108$101,097$50,549iApproximate average salary by contribution assumption: employee only about $1,263,713 at 4% or $842,475 at 6%; with 50% employer match about $842,475 at 4% or $561,650 at 6%; with 100% employer match about $631,856 at 4% or $421,238 at 6%.
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$603,108$101,097$50,549iApproximate average salary by contribution assumption: employee only about $1,263,713 at 4% or $842,475 at 6%; with 50% employer match about $842,475 at 4% or $561,650 at 6%; with 100% employer match about $631,856 at 4% or $421,238 at 6%.
200412$476,078$102,689$51,345iApproximate average salary by contribution assumption: employee only about $1,283,613 at 4% or $855,742 at 6%; with 50% employer match about $855,742 at 4% or $570,494 at 6%; with 100% employer match about $641,806 at 4% or $427,871 at 6%.
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$476,078$102,689$51,345iApproximate average salary by contribution assumption: employee only about $1,283,613 at 4% or $855,742 at 6%; with 50% employer match about $855,742 at 4% or $570,494 at 6%; with 100% employer match about $641,806 at 4% or $427,871 at 6%.
200312$363,442$115,815$57,908iApproximate average salary by contribution assumption: employee only about $1,447,688 at 4% or $965,125 at 6%; with 50% employer match about $965,125 at 4% or $643,417 at 6%; with 100% employer match about $723,844 at 4% or $482,563 at 6%.
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$363,442$115,815$57,908iApproximate average salary by contribution assumption: employee only about $1,447,688 at 4% or $965,125 at 6%; with 50% employer match about $965,125 at 4% or $643,417 at 6%; with 100% employer match about $723,844 at 4% or $482,563 at 6%.
200222$244,091$102,231$51,116iApproximate average salary by contribution assumption: employee only about $1,277,888 at 4% or $851,925 at 6%; with 50% employer match about $851,925 at 4% or $567,950 at 6%; with 100% employer match about $638,944 at 4% or $425,963 at 6%.
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$244,091$102,231$51,116iApproximate average salary by contribution assumption: employee only about $1,277,888 at 4% or $851,925 at 6%; with 50% employer match about $851,925 at 4% or $567,950 at 6%; with 100% employer match about $638,944 at 4% or $425,963 at 6%.
Karen K. Hale Defined Contribution Pension Plan and Trust-0---
200122$0$0-
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2---
Karen K. Hale Defined Contribution Pension Plan and Trust-2---
200022$254,928$72,959$36,480iApproximate average salary by contribution assumption: employee only about $911,988 at 4% or $607,992 at 6%; with 50% employer match about $607,992 at 4% or $405,328 at 6%; with 100% employer match about $455,994 at 4% or $303,996 at 6%.
Karen K. Hale Defined Contribution Pension Plan and Trust-2$181,969--
KAREN K. HALE DEFINED BENEFIT PENSION PLAN AND TRUST-2$72,959$72,959$36,480iApproximate average salary by contribution assumption: employee only about $911,988 at 4% or $607,992 at 6%; with 50% employer match about $607,992 at 4% or $405,328 at 6%; with 100% employer match about $455,994 at 4% or $303,996 at 6%.
199912$253,180$32,533$16,267iApproximate average salary by contribution assumption: employee only about $406,663 at 4% or $271,108 at 6%; with 50% employer match about $271,108 at 4% or $180,739 at 6%; with 100% employer match about $203,331 at 4% or $135,554 at 6%.
Karen K. Hale Defined Contribution Pension Plan and Trust-2$253,180$32,533$16,267iApproximate average salary by contribution assumption: employee only about $406,663 at 4% or $271,108 at 6%; with 50% employer match about $271,108 at 4% or $180,739 at 6%; with 100% employer match about $203,331 at 4% or $135,554 at 6%.