Civic Intelligence

Karpas Strategies LLC

Plan context: Karpas Strategies LLC 401(K) Profit Sharing Plan

EIN 13-4074234 • Litchfield, CT • 25 filings • 3 plans

33 West StreetLitchfield, CT 06759
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$647,792

2024 Contributions

$64,175

Historical Graphs

Total Assets Over Time

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

$2,285,177$1,142,589$0200020132023YearValue
$647,792Latest year 2023

Participants Over Time

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

420200020122023YearValue
3Latest 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
202410$0$64,175-
Karpas Strategies LLC 401(K) Profit Sharing Plan-0$0$64,175-
202313$647,792$152,229$50,743iApproximate average salary by contribution assumption: employee only about $1,268,575 at 4% or $845,717 at 6%; with 50% employer match about $845,717 at 4% or $563,811 at 6%; with 100% employer match about $634,288 at 4% or $422,858 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$647,792$152,229$50,743iApproximate average salary by contribution assumption: employee only about $1,268,575 at 4% or $845,717 at 6%; with 50% employer match about $845,717 at 4% or $563,811 at 6%; with 100% employer match about $634,288 at 4% or $422,858 at 6%.
202213$457,571$141,325$47,108iApproximate average salary by contribution assumption: employee only about $1,177,708 at 4% or $785,139 at 6%; with 50% employer match about $785,139 at 4% or $523,426 at 6%; with 100% employer match about $588,854 at 4% or $392,569 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$457,571$141,325$47,108iApproximate average salary by contribution assumption: employee only about $1,177,708 at 4% or $785,139 at 6%; with 50% employer match about $785,139 at 4% or $523,426 at 6%; with 100% employer match about $588,854 at 4% or $392,569 at 6%.
202113$371,198$91,148$30,383iApproximate average salary by contribution assumption: employee only about $759,567 at 4% or $506,378 at 6%; with 50% employer match about $506,378 at 4% or $337,585 at 6%; with 100% employer match about $379,783 at 4% or $253,189 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$371,198$91,148$30,383iApproximate average salary by contribution assumption: employee only about $759,567 at 4% or $506,378 at 6%; with 50% employer match about $506,378 at 4% or $337,585 at 6%; with 100% employer match about $379,783 at 4% or $253,189 at 6%.
202013$2,285,177$89,014$29,671iApproximate average salary by contribution assumption: employee only about $741,783 at 4% or $494,522 at 6%; with 50% employer match about $494,522 at 4% or $329,681 at 6%; with 100% employer match about $370,892 at 4% or $247,261 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$2,285,177$89,014$29,671iApproximate average salary by contribution assumption: employee only about $741,783 at 4% or $494,522 at 6%; with 50% employer match about $494,522 at 4% or $329,681 at 6%; with 100% employer match about $370,892 at 4% or $247,261 at 6%.
201913$2,036,731$83,340$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$2,036,731$83,340$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
201813$1,657,523$84,117$28,039iApproximate average salary by contribution assumption: employee only about $700,975 at 4% or $467,317 at 6%; with 50% employer match about $467,317 at 4% or $311,544 at 6%; with 100% employer match about $350,488 at 4% or $233,658 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$1,657,523$84,117$28,039iApproximate average salary by contribution assumption: employee only about $700,975 at 4% or $467,317 at 6%; with 50% employer match about $467,317 at 4% or $311,544 at 6%; with 100% employer match about $350,488 at 4% or $233,658 at 6%.
201713$1,734,947$82,150$27,383iApproximate average salary by contribution assumption: employee only about $684,583 at 4% or $456,389 at 6%; with 50% employer match about $456,389 at 4% or $304,259 at 6%; with 100% employer match about $342,292 at 4% or $228,194 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$1,734,947$82,150$27,383iApproximate average salary by contribution assumption: employee only about $684,583 at 4% or $456,389 at 6%; with 50% employer match about $456,389 at 4% or $304,259 at 6%; with 100% employer match about $342,292 at 4% or $228,194 at 6%.
201613$1,452,653$79,090$26,363iApproximate average salary by contribution assumption: employee only about $659,083 at 4% or $439,389 at 6%; with 50% employer match about $439,389 at 4% or $292,926 at 6%; with 100% employer match about $329,542 at 4% or $219,694 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$1,452,653$79,090$26,363iApproximate average salary by contribution assumption: employee only about $659,083 at 4% or $439,389 at 6%; with 50% employer match about $439,389 at 4% or $292,926 at 6%; with 100% employer match about $329,542 at 4% or $219,694 at 6%.
201513$1,212,942$81,867$27,289iApproximate average salary by contribution assumption: employee only about $682,225 at 4% or $454,817 at 6%; with 50% employer match about $454,817 at 4% or $303,211 at 6%; with 100% employer match about $341,113 at 4% or $227,408 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$1,212,942$81,867$27,289iApproximate average salary by contribution assumption: employee only about $682,225 at 4% or $454,817 at 6%; with 50% employer match about $454,817 at 4% or $303,211 at 6%; with 100% employer match about $341,113 at 4% or $227,408 at 6%.
201413$1,250,151$77,397$25,799iApproximate average salary by contribution assumption: employee only about $644,975 at 4% or $429,983 at 6%; with 50% employer match about $429,983 at 4% or $286,656 at 6%; with 100% employer match about $322,488 at 4% or $214,992 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$1,250,151$77,397$25,799iApproximate average salary by contribution assumption: employee only about $644,975 at 4% or $429,983 at 6%; with 50% employer match about $429,983 at 4% or $286,656 at 6%; with 100% employer match about $322,488 at 4% or $214,992 at 6%.
201313$1,085,585$75,052$25,017iApproximate average salary by contribution assumption: employee only about $625,433 at 4% or $416,956 at 6%; with 50% employer match about $416,956 at 4% or $277,970 at 6%; with 100% employer match about $312,717 at 4% or $208,478 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$1,085,585$75,052$25,017iApproximate average salary by contribution assumption: employee only about $625,433 at 4% or $416,956 at 6%; with 50% employer match about $416,956 at 4% or $277,970 at 6%; with 100% employer match about $312,717 at 4% or $208,478 at 6%.
201213$840,685$76,626$25,542iApproximate average salary by contribution assumption: employee only about $638,550 at 4% or $425,700 at 6%; with 50% employer match about $425,700 at 4% or $283,800 at 6%; with 100% employer match about $319,275 at 4% or $212,850 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$840,685$76,626$25,542iApproximate average salary by contribution assumption: employee only about $638,550 at 4% or $425,700 at 6%; with 50% employer match about $425,700 at 4% or $283,800 at 6%; with 100% employer match about $319,275 at 4% or $212,850 at 6%.
201113$539,780$61,616$20,539iApproximate average salary by contribution assumption: employee only about $513,467 at 4% or $342,311 at 6%; with 50% employer match about $342,311 at 4% or $228,207 at 6%; with 100% employer match about $256,733 at 4% or $171,156 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$539,780$61,616$20,539iApproximate average salary by contribution assumption: employee only about $513,467 at 4% or $342,311 at 6%; with 50% employer match about $342,311 at 4% or $228,207 at 6%; with 100% employer match about $256,733 at 4% or $171,156 at 6%.
201013$505,708$41,096$13,699iApproximate average salary by contribution assumption: employee only about $342,467 at 4% or $228,311 at 6%; with 50% employer match about $228,311 at 4% or $152,207 at 6%; with 100% employer match about $171,233 at 4% or $114,156 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-3$505,708$41,096$13,699iApproximate average salary by contribution assumption: employee only about $342,467 at 4% or $228,311 at 6%; with 50% employer match about $228,311 at 4% or $152,207 at 6%; with 100% employer match about $171,233 at 4% or $114,156 at 6%.
200914$331,612$35,023$8,756iApproximate average salary by contribution assumption: employee only about $218,894 at 4% or $145,929 at 6%; with 50% employer match about $145,929 at 4% or $97,286 at 6%; with 100% employer match about $109,447 at 4% or $72,965 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-4$331,612$35,023$8,756iApproximate average salary by contribution assumption: employee only about $218,894 at 4% or $145,929 at 6%; with 50% employer match about $145,929 at 4% or $97,286 at 6%; with 100% employer match about $109,447 at 4% or $72,965 at 6%.
200814$233,126$33,565$8,391iApproximate average salary by contribution assumption: employee only about $209,781 at 4% or $139,854 at 6%; with 50% employer match about $139,854 at 4% or $93,236 at 6%; with 100% employer match about $104,891 at 4% or $69,927 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-4$233,126$33,565$8,391iApproximate average salary by contribution assumption: employee only about $209,781 at 4% or $139,854 at 6%; with 50% employer match about $139,854 at 4% or $93,236 at 6%; with 100% employer match about $104,891 at 4% or $69,927 at 6%.
200714$440,298$84,590$21,148iApproximate average salary by contribution assumption: employee only about $528,688 at 4% or $352,458 at 6%; with 50% employer match about $352,458 at 4% or $234,972 at 6%; with 100% employer match about $264,344 at 4% or $176,229 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-4$440,298$84,590$21,148iApproximate average salary by contribution assumption: employee only about $528,688 at 4% or $352,458 at 6%; with 50% employer match about $352,458 at 4% or $234,972 at 6%; with 100% employer match about $264,344 at 4% or $176,229 at 6%.
200612$367,388$38,585$19,293iApproximate average salary by contribution assumption: employee only about $482,313 at 4% or $321,542 at 6%; with 50% employer match about $321,542 at 4% or $214,361 at 6%; with 100% employer match about $241,156 at 4% or $160,771 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-2$367,388$38,585$19,293iApproximate average salary by contribution assumption: employee only about $482,313 at 4% or $321,542 at 6%; with 50% employer match about $321,542 at 4% or $214,361 at 6%; with 100% employer match about $241,156 at 4% or $160,771 at 6%.
200512$270,012$36,450$18,225iApproximate average salary by contribution assumption: employee only about $455,625 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,813 at 4% or $151,875 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-2$270,012$36,450$18,225iApproximate average salary by contribution assumption: employee only about $455,625 at 4% or $303,750 at 6%; with 50% employer match about $303,750 at 4% or $202,500 at 6%; with 100% employer match about $227,813 at 4% or $151,875 at 6%.
200412$228,104$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-2$228,104$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
200312$0$0-
Karpas Strategies LLC 401(K) Profit Sharing Plan-2---
200212$0$0-
Karpas Strategies LLC 401(K) Profit Sharing Plan-2---
200112$91,012$32,325$16,163iApproximate average salary by contribution assumption: employee only about $404,063 at 4% or $269,375 at 6%; with 50% employer match about $269,375 at 4% or $179,583 at 6%; with 100% employer match about $202,031 at 4% or $134,688 at 6%.
Karpas Strategies LLC 401(K) Profit Sharing Plan-2$91,012$32,325$16,163iApproximate average salary by contribution assumption: employee only about $404,063 at 4% or $269,375 at 6%; with 50% employer match about $269,375 at 4% or $179,583 at 6%; with 100% employer match about $202,031 at 4% or $134,688 at 6%.
200012$56,831$0-
Karpas Strategies LLC 401(K) Profit Sharing Plan-2$56,831--