Civic Intelligence

DATA AXLE

Plan context: Walter Karl Inc. Retirement Income Plan

EIN 13-1662576 • Dallas, TX • 19 filings • 1 plans

13155 Noel Road, Suite 1750Dallas, TX 75240
Current Snapshot

Latest Year

2023

2023 Participants

73

2023 Assets

$1,972,413

2023 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$2,014,507$1,007,254$0200620162023YearValue
$1,972,413Latest year 2023

Participants Over Time

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

80400200420142023YearValue
73Latest year 2023

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
2023173$1,972,413$40,000$548iApproximate average salary by contribution assumption: employee only about $13,699 at 4% or $9,132 at 6%; with 50% employer match about $9,132 at 4% or $6,088 at 6%; with 100% employer match about $6,849 at 4% or $4,566 at 6%.
Walter Karl Inc. Retirement Income Plan-73$1,972,413$40,000$548iApproximate average salary by contribution assumption: employee only about $13,699 at 4% or $9,132 at 6%; with 50% employer match about $9,132 at 4% or $6,088 at 6%; with 100% employer match about $6,849 at 4% or $4,566 at 6%.
2022173$1,649,826$42,250$579iApproximate average salary by contribution assumption: employee only about $14,469 at 4% or $9,646 at 6%; with 50% employer match about $9,646 at 4% or $6,431 at 6%; with 100% employer match about $7,235 at 4% or $4,823 at 6%.
Walter Karl Inc. Retirement Income Plan-73$1,649,826$42,250$579iApproximate average salary by contribution assumption: employee only about $14,469 at 4% or $9,646 at 6%; with 50% employer match about $9,646 at 4% or $6,431 at 6%; with 100% employer match about $7,235 at 4% or $4,823 at 6%.
2021173$1,566,416$21,500$295iApproximate average salary by contribution assumption: employee only about $7,363 at 4% or $4,909 at 6%; with 50% employer match about $4,909 at 4% or $3,272 at 6%; with 100% employer match about $3,682 at 4% or $2,454 at 6%.
Walter Karl Inc. Retirement Income Plan-73$1,566,416$21,500$295iApproximate average salary by contribution assumption: employee only about $7,363 at 4% or $4,909 at 6%; with 50% employer match about $4,909 at 4% or $3,272 at 6%; with 100% employer match about $3,682 at 4% or $2,454 at 6%.
2020173$2,014,507$11,500$158iApproximate average salary by contribution assumption: employee only about $3,938 at 4% or $2,626 at 6%; with 50% employer match about $2,626 at 4% or $1,750 at 6%; with 100% employer match about $1,969 at 4% or $1,313 at 6%.
Walter Karl Inc. Retirement Income Plan-73$2,014,507$11,500$158iApproximate average salary by contribution assumption: employee only about $3,938 at 4% or $2,626 at 6%; with 50% employer match about $2,626 at 4% or $1,750 at 6%; with 100% employer match about $1,969 at 4% or $1,313 at 6%.
2019174$1,814,781$14,000$189iApproximate average salary by contribution assumption: employee only about $4,730 at 4% or $3,153 at 6%; with 50% employer match about $3,153 at 4% or $2,102 at 6%; with 100% employer match about $2,365 at 4% or $1,577 at 6%.
Walter Karl Inc. Retirement Income Plan-74$1,814,781$14,000$189iApproximate average salary by contribution assumption: employee only about $4,730 at 4% or $3,153 at 6%; with 50% employer match about $3,153 at 4% or $2,102 at 6%; with 100% employer match about $2,365 at 4% or $1,577 at 6%.
2018174$1,771,001$5,700$77iApproximate average salary by contribution assumption: employee only about $1,926 at 4% or $1,284 at 6%; with 50% employer match about $1,284 at 4% or $856 at 6%; with 100% employer match about $963 at 4% or $642 at 6%.
Walter Karl Inc. Retirement Income Plan-74$1,771,001$5,700$77iApproximate average salary by contribution assumption: employee only about $1,926 at 4% or $1,284 at 6%; with 50% employer match about $1,284 at 4% or $856 at 6%; with 100% employer match about $963 at 4% or $642 at 6%.
2017174$1,798,142$3,931$53iApproximate average salary by contribution assumption: employee only about $1,328 at 4% or $885 at 6%; with 50% employer match about $885 at 4% or $590 at 6%; with 100% employer match about $664 at 4% or $443 at 6%.
Walter Karl Inc. Retirement Income Plan-74$1,798,142$3,931$53iApproximate average salary by contribution assumption: employee only about $1,328 at 4% or $885 at 6%; with 50% employer match about $885 at 4% or $590 at 6%; with 100% employer match about $664 at 4% or $443 at 6%.
2016174$1,775,779$2,600$35iApproximate average salary by contribution assumption: employee only about $878 at 4% or $586 at 6%; with 50% employer match about $586 at 4% or $390 at 6%; with 100% employer match about $439 at 4% or $293 at 6%.
Walter Karl Inc. Retirement Income Plan-74$1,775,779$2,600$35iApproximate average salary by contribution assumption: employee only about $878 at 4% or $586 at 6%; with 50% employer match about $586 at 4% or $390 at 6%; with 100% employer match about $439 at 4% or $293 at 6%.
2015174$1,733,512$0-
Walter Karl Inc. Retirement Income Plan-74$1,733,512$0-
2014174$1,685,634$0-
Walter Karl Inc. Retirement Income Plan-74$1,685,634$0-
2013177$1,748,151$0-
Walter Karl Inc. Retirement Income Plan-77$1,748,151$0-
2012178$1,718,940$0-
Walter Karl Inc. Retirement Income Plan-78$1,718,940--
2011178$1,669,293$160,996$2,064iApproximate average salary by contribution assumption: employee only about $51,601 at 4% or $34,401 at 6%; with 50% employer match about $34,401 at 4% or $22,934 at 6%; with 100% employer match about $25,801 at 4% or $17,200 at 6%.
Walter Karl Inc. Retirement Income Plan-78$1,669,293$160,996$2,064iApproximate average salary by contribution assumption: employee only about $51,601 at 4% or $34,401 at 6%; with 50% employer match about $34,401 at 4% or $22,934 at 6%; with 100% employer match about $25,801 at 4% or $17,200 at 6%.
2010178$1,414,775$142,265$1,824iApproximate average salary by contribution assumption: employee only about $45,598 at 4% or $30,399 at 6%; with 50% employer match about $30,399 at 4% or $20,266 at 6%; with 100% employer match about $22,799 at 4% or $15,199 at 6%.
Walter Karl Inc. Retirement Income Plan-78$1,414,775$142,265$1,824iApproximate average salary by contribution assumption: employee only about $45,598 at 4% or $30,399 at 6%; with 50% employer match about $30,399 at 4% or $20,266 at 6%; with 100% employer match about $22,799 at 4% or $15,199 at 6%.
2009180$1,374,325$138,882$1,736iApproximate average salary by contribution assumption: employee only about $43,401 at 4% or $28,934 at 6%; with 50% employer match about $28,934 at 4% or $19,289 at 6%; with 100% employer match about $21,700 at 4% or $14,467 at 6%.
Walter Karl Inc. Retirement Income Plan-80$1,374,325$138,882$1,736iApproximate average salary by contribution assumption: employee only about $43,401 at 4% or $28,934 at 6%; with 50% employer match about $28,934 at 4% or $19,289 at 6%; with 100% employer match about $21,700 at 4% or $14,467 at 6%.
200712$0$0-
Walter Karl Inc. Retirement Income Plan-2---
200615$1,903,982$239,567$47,913iApproximate average salary by contribution assumption: employee only about $1,197,835 at 4% or $798,557 at 6%; with 50% employer match about $798,557 at 4% or $532,371 at 6%; with 100% employer match about $598,918 at 4% or $399,278 at 6%.
Walter Karl Inc. Retirement Income Plan-5$1,903,982$239,567$47,913iApproximate average salary by contribution assumption: employee only about $1,197,835 at 4% or $798,557 at 6%; with 50% employer match about $798,557 at 4% or $532,371 at 6%; with 100% employer match about $598,918 at 4% or $399,278 at 6%.
200515$0$0-
Walter Karl Inc. Retirement Income Plan-5---
200416$0$0-
Walter Karl Inc. Retirement Income Plan-6---