Karpus Management Inc.
Plan context: Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan
EIN 16-1290558 • Pittsford, NY • 43 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$29,457,316
2024 Contributions
$1,314,172
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 51 | $29,457,316 | $1,314,172 | $25,768iApproximate average salary by contribution assumption: employee only about $644,202 at 4% or $429,468 at 6%; with 50% employer match about $429,468 at 4% or $286,312 at 6%; with 100% employer match about $322,101 at 4% or $214,734 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 51 | $29,457,316 | $1,314,172 | $25,768iApproximate average salary by contribution assumption: employee only about $644,202 at 4% or $429,468 at 6%; with 50% employer match about $429,468 at 4% or $286,312 at 6%; with 100% employer match about $322,101 at 4% or $214,734 at 6%. |
| 2023 | 1 | 52 | $26,646,147 | $1,349,736 | $25,956iApproximate average salary by contribution assumption: employee only about $648,912 at 4% or $432,608 at 6%; with 50% employer match about $432,608 at 4% or $288,405 at 6%; with 100% employer match about $324,456 at 4% or $216,304 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 52 | $26,646,147 | $1,349,736 | $25,956iApproximate average salary by contribution assumption: employee only about $648,912 at 4% or $432,608 at 6%; with 50% employer match about $432,608 at 4% or $288,405 at 6%; with 100% employer match about $324,456 at 4% or $216,304 at 6%. |
| 2022 | 1 | 54 | $22,428,156 | $1,152,995 | $21,352iApproximate average salary by contribution assumption: employee only about $533,794 at 4% or $355,863 at 6%; with 50% employer match about $355,863 at 4% or $237,242 at 6%; with 100% employer match about $266,897 at 4% or $177,931 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 54 | $22,428,156 | $1,152,995 | $21,352iApproximate average salary by contribution assumption: employee only about $533,794 at 4% or $355,863 at 6%; with 50% employer match about $355,863 at 4% or $237,242 at 6%; with 100% employer match about $266,897 at 4% or $177,931 at 6%. |
| 2021 | 1 | 40 | $19,479,302 | $1,100,718 | $27,518iApproximate average salary by contribution assumption: employee only about $687,949 at 4% or $458,633 at 6%; with 50% employer match about $458,633 at 4% or $305,755 at 6%; with 100% employer match about $343,974 at 4% or $229,316 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 40 | $19,479,302 | $1,100,718 | $27,518iApproximate average salary by contribution assumption: employee only about $687,949 at 4% or $458,633 at 6%; with 50% employer match about $458,633 at 4% or $305,755 at 6%; with 100% employer match about $343,974 at 4% or $229,316 at 6%. |
| 2020 | 1 | 47 | $21,234,974 | $1,019,009 | $21,681iApproximate average salary by contribution assumption: employee only about $542,026 at 4% or $361,351 at 6%; with 50% employer match about $361,351 at 4% or $240,900 at 6%; with 100% employer match about $271,013 at 4% or $180,675 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 47 | $21,234,974 | $1,019,009 | $21,681iApproximate average salary by contribution assumption: employee only about $542,026 at 4% or $361,351 at 6%; with 50% employer match about $361,351 at 4% or $240,900 at 6%; with 100% employer match about $271,013 at 4% or $180,675 at 6%. |
| 2019 | 2 | 45 | $23,681,247 | $1,776,461 | $39,477iApproximate average salary by contribution assumption: employee only about $986,923 at 4% or $657,949 at 6%; with 50% employer match about $657,949 at 4% or $438,632 at 6%; with 100% employer match about $493,461 at 4% or $328,974 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 45 | $23,681,247 | $1,776,461 | $39,477iApproximate average salary by contribution assumption: employee only about $986,923 at 4% or $657,949 at 6%; with 50% employer match about $657,949 at 4% or $438,632 at 6%; with 100% employer match about $493,461 at 4% or $328,974 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2018 | 2 | 46 | $21,787,675 | $1,884,917 | $40,976iApproximate average salary by contribution assumption: employee only about $1,024,411 at 4% or $682,941 at 6%; with 50% employer match about $682,941 at 4% or $455,294 at 6%; with 100% employer match about $512,206 at 4% or $341,470 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 46 | $20,002,571 | $1,884,917 | $40,976iApproximate average salary by contribution assumption: employee only about $1,024,411 at 4% or $682,941 at 6%; with 50% employer match about $682,941 at 4% or $455,294 at 6%; with 100% employer match about $512,206 at 4% or $341,470 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 39 | $1,785,104 | $0 | - |
| 2017 | 2 | 45 | $18,550,518 | $962,526 | $21,389iApproximate average salary by contribution assumption: employee only about $534,737 at 4% or $356,491 at 6%; with 50% employer match about $356,491 at 4% or $237,661 at 6%; with 100% employer match about $267,368 at 4% or $178,246 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 45 | $16,909,032 | $962,526 | $21,389iApproximate average salary by contribution assumption: employee only about $534,737 at 4% or $356,491 at 6%; with 50% employer match about $356,491 at 4% or $237,661 at 6%; with 100% employer match about $267,368 at 4% or $178,246 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 38 | $1,641,486 | $0 | - |
| 2016 | 2 | 46 | $16,566,294 | $891,990 | $19,391iApproximate average salary by contribution assumption: employee only about $484,777 at 4% or $323,185 at 6%; with 50% employer match about $323,185 at 4% or $215,457 at 6%; with 100% employer match about $242,389 at 4% or $161,592 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 46 | $15,003,978 | $891,990 | $19,391iApproximate average salary by contribution assumption: employee only about $484,777 at 4% or $323,185 at 6%; with 50% employer match about $323,185 at 4% or $215,457 at 6%; with 100% employer match about $242,389 at 4% or $161,592 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 41 | $1,562,316 | $0 | - |
| 2015 | 2 | 42 | $13,892,062 | $910,785 | $21,685iApproximate average salary by contribution assumption: employee only about $542,134 at 4% or $361,423 at 6%; with 50% employer match about $361,423 at 4% or $240,948 at 6%; with 100% employer match about $271,067 at 4% or $180,711 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 42 | $12,475,151 | $910,785 | $21,685iApproximate average salary by contribution assumption: employee only about $542,134 at 4% or $361,423 at 6%; with 50% employer match about $361,423 at 4% or $240,948 at 6%; with 100% employer match about $271,067 at 4% or $180,711 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 36 | $1,416,911 | $0 | - |
| 2014 | 2 | 41 | $15,209,718 | $788,006 | $19,220iApproximate average salary by contribution assumption: employee only about $480,491 at 4% or $320,328 at 6%; with 50% employer match about $320,328 at 4% or $213,552 at 6%; with 100% employer match about $240,246 at 4% or $160,164 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 41 | $11,158,336 | $788,006 | $19,220iApproximate average salary by contribution assumption: employee only about $480,491 at 4% or $320,328 at 6%; with 50% employer match about $320,328 at 4% or $213,552 at 6%; with 100% employer match about $240,246 at 4% or $160,164 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 37 | $4,051,382 | $0 | - |
| 2013 | 2 | 43 | $16,609,002 | $1,010,669 | $23,504iApproximate average salary by contribution assumption: employee only about $587,598 at 4% or $391,732 at 6%; with 50% employer match about $391,732 at 4% or $261,155 at 6%; with 100% employer match about $293,799 at 4% or $195,866 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 43 | $12,532,522 | $752,056 | $17,490iApproximate average salary by contribution assumption: employee only about $437,242 at 4% or $291,495 at 6%; with 50% employer match about $291,495 at 4% or $194,330 at 6%; with 100% employer match about $218,621 at 4% or $145,747 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 39 | $4,076,480 | $258,613 | $6,631iApproximate average salary by contribution assumption: employee only about $165,778 at 4% or $110,518 at 6%; with 50% employer match about $110,518 at 4% or $73,679 at 6%; with 100% employer match about $82,889 at 4% or $55,259 at 6%. |
| 2012 | 2 | 38 | $13,448,644 | $900,941 | $23,709iApproximate average salary by contribution assumption: employee only about $592,724 at 4% or $395,150 at 6%; with 50% employer match about $395,150 at 4% or $263,433 at 6%; with 100% employer match about $296,362 at 4% or $197,575 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 37 | $10,064,625 | $657,008 | $17,757iApproximate average salary by contribution assumption: employee only about $443,924 at 4% or $295,950 at 6%; with 50% employer match about $295,950 at 4% or $197,300 at 6%; with 100% employer match about $221,962 at 4% or $147,975 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN | - | 38 | $3,384,019 | $243,933 | $6,419iApproximate average salary by contribution assumption: employee only about $160,482 at 4% or $106,988 at 6%; with 50% employer match about $106,988 at 4% or $71,325 at 6%; with 100% employer match about $80,241 at 4% or $53,494 at 6%. |
| 2011 | 2 | 39 | $11,926,877 | $888,228 | $22,775iApproximate average salary by contribution assumption: employee only about $569,377 at 4% or $379,585 at 6%; with 50% employer match about $379,585 at 4% or $253,056 at 6%; with 100% employer match about $284,688 at 4% or $189,792 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 39 | $8,885,728 | $636,828 | $16,329iApproximate average salary by contribution assumption: employee only about $408,223 at 4% or $272,149 at 6%; with 50% employer match about $272,149 at 4% or $181,432 at 6%; with 100% employer match about $204,112 at 4% or $136,074 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 37 | $3,041,149 | $251,400 | $6,795iApproximate average salary by contribution assumption: employee only about $169,865 at 4% or $113,243 at 6%; with 50% employer match about $113,243 at 4% or $75,495 at 6%; with 100% employer match about $84,932 at 4% or $56,622 at 6%. |
| 2010 | 2 | 39 | $10,857,235 | $922,077 | $23,643iApproximate average salary by contribution assumption: employee only about $591,075 at 4% or $394,050 at 6%; with 50% employer match about $394,050 at 4% or $262,700 at 6%; with 100% employer match about $295,538 at 4% or $197,025 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 39 | $8,205,415 | $676,715 | $17,352iApproximate average salary by contribution assumption: employee only about $433,792 at 4% or $289,194 at 6%; with 50% employer match about $289,194 at 4% or $192,796 at 6%; with 100% employer match about $216,896 at 4% or $144,597 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 37 | $2,651,820 | $245,362 | $6,631iApproximate average salary by contribution assumption: employee only about $165,785 at 4% or $110,523 at 6%; with 50% employer match about $110,523 at 4% or $73,682 at 6%; with 100% employer match about $82,893 at 4% or $55,262 at 6%. |
| 2009 | 2 | 39 | $8,485,150 | $913,146 | $23,414iApproximate average salary by contribution assumption: employee only about $585,350 at 4% or $390,233 at 6%; with 50% employer match about $390,233 at 4% or $260,156 at 6%; with 100% employer match about $292,675 at 4% or $195,117 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 39 | $6,345,386 | $665,483 | $17,064iApproximate average salary by contribution assumption: employee only about $426,592 at 4% or $284,394 at 6%; with 50% employer match about $284,394 at 4% or $189,596 at 6%; with 100% employer match about $213,296 at 4% or $142,197 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 39 | $2,139,764 | $247,663 | $6,350iApproximate average salary by contribution assumption: employee only about $158,758 at 4% or $105,839 at 6%; with 50% employer match about $105,839 at 4% or $70,559 at 6%; with 100% employer match about $79,379 at 4% or $52,919 at 6%. |
| 2008 | 2 | 37 | $5,005,997 | $589,165 | $15,923iApproximate average salary by contribution assumption: employee only about $398,084 at 4% or $265,390 at 6%; with 50% employer match about $265,390 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,695 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 37 | $5,005,997 | $589,165 | $15,923iApproximate average salary by contribution assumption: employee only about $398,084 at 4% or $265,390 at 6%; with 50% employer match about $265,390 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,695 at 6%. |
| KARPUS MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 36 | - | - | - |
| 2007 | 2 | 29 | $0 | $0 | - |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 29 | - | - | - |
| KARPUS INVESTMENT MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 28 | - | - | - |
| 2006 | 2 | 29 | $5,801,964 | $595,706 | $20,542iApproximate average salary by contribution assumption: employee only about $513,540 at 4% or $342,360 at 6%; with 50% employer match about $342,360 at 4% or $228,240 at 6%; with 100% employer match about $256,770 at 4% or $171,180 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 29 | $4,758,002 | $407,352 | $14,047iApproximate average salary by contribution assumption: employee only about $351,166 at 4% or $234,110 at 6%; with 50% employer match about $234,110 at 4% or $156,074 at 6%; with 100% employer match about $175,583 at 4% or $117,055 at 6%. |
| KARPUS INVESTMENT MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 28 | $1,043,962 | $188,354 | $6,727iApproximate average salary by contribution assumption: employee only about $168,173 at 4% or $112,115 at 6%; with 50% employer match about $112,115 at 4% or $74,744 at 6%; with 100% employer match about $84,087 at 4% or $56,058 at 6%. |
| 2005 | 2 | 25 | $4,490,648 | $527,541 | $21,102iApproximate average salary by contribution assumption: employee only about $527,541 at 4% or $351,694 at 6%; with 50% employer match about $351,694 at 4% or $234,463 at 6%; with 100% employer match about $263,771 at 4% or $175,847 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 25 | $3,721,488 | $340,091 | $13,604iApproximate average salary by contribution assumption: employee only about $340,091 at 4% or $226,727 at 6%; with 50% employer match about $226,727 at 4% or $151,152 at 6%; with 100% employer match about $170,046 at 4% or $113,364 at 6%. |
| KARPUS INVESTMENT MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 25 | $769,160 | $187,450 | $7,498iApproximate average salary by contribution assumption: employee only about $187,450 at 4% or $124,967 at 6%; with 50% employer match about $124,967 at 4% or $83,311 at 6%; with 100% employer match about $93,725 at 4% or $62,483 at 6%. |
| 2004 | 2 | 25 | $3,596,617 | $470,389 | $18,816iApproximate average salary by contribution assumption: employee only about $470,389 at 4% or $313,593 at 6%; with 50% employer match about $313,593 at 4% or $209,062 at 6%; with 100% employer match about $235,195 at 4% or $156,796 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 25 | $3,029,976 | $292,981 | $11,719iApproximate average salary by contribution assumption: employee only about $292,981 at 4% or $195,321 at 6%; with 50% employer match about $195,321 at 4% or $130,214 at 6%; with 100% employer match about $146,491 at 4% or $97,660 at 6%. |
| KARPUS INVESTMENT MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 24 | $566,641 | $177,408 | $7,392iApproximate average salary by contribution assumption: employee only about $184,800 at 4% or $123,200 at 6%; with 50% employer match about $123,200 at 4% or $82,133 at 6%; with 100% employer match about $92,400 at 4% or $61,600 at 6%. |
| 2003 | 2 | 22 | $2,818,417 | $434,265 | $19,739iApproximate average salary by contribution assumption: employee only about $493,483 at 4% or $328,989 at 6%; with 50% employer match about $328,989 at 4% or $219,326 at 6%; with 100% employer match about $246,741 at 4% or $164,494 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 22 | $2,462,720 | $263,590 | $11,981iApproximate average salary by contribution assumption: employee only about $299,534 at 4% or $199,689 at 6%; with 50% employer match about $199,689 at 4% or $133,126 at 6%; with 100% employer match about $149,767 at 4% or $99,845 at 6%. |
| KARPUS INVESTMENT MANAGEMENT, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN | - | 20 | $355,697 | $170,675 | $8,534iApproximate average salary by contribution assumption: employee only about $213,344 at 4% or $142,229 at 6%; with 50% employer match about $142,229 at 4% or $94,819 at 6%; with 100% employer match about $106,672 at 4% or $71,115 at 6%. |
| 2002 | 1 | 22 | $2,223,423 | $249,277 | $11,331iApproximate average salary by contribution assumption: employee only about $283,269 at 4% or $188,846 at 6%; with 50% employer match about $188,846 at 4% or $125,897 at 6%; with 100% employer match about $141,635 at 4% or $94,423 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 22 | $2,223,423 | $249,277 | $11,331iApproximate average salary by contribution assumption: employee only about $283,269 at 4% or $188,846 at 6%; with 50% employer match about $188,846 at 4% or $125,897 at 6%; with 100% employer match about $141,635 at 4% or $94,423 at 6%. |
| 2001 | 1 | 17 | $1,843,570 | $205,267 | $12,075iApproximate average salary by contribution assumption: employee only about $301,863 at 4% or $201,242 at 6%; with 50% employer match about $201,242 at 4% or $134,161 at 6%; with 100% employer match about $150,932 at 4% or $100,621 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 17 | $1,843,570 | $205,267 | $12,075iApproximate average salary by contribution assumption: employee only about $301,863 at 4% or $201,242 at 6%; with 50% employer match about $201,242 at 4% or $134,161 at 6%; with 100% employer match about $150,932 at 4% or $100,621 at 6%. |
| 2000 | 1 | 18 | $0 | $0 | - |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 18 | - | - | - |
| 1999 | 1 | 17 | $1,372,173 | $168,263 | $9,898iApproximate average salary by contribution assumption: employee only about $247,446 at 4% or $164,964 at 6%; with 50% employer match about $164,964 at 4% or $109,976 at 6%; with 100% employer match about $123,723 at 4% or $82,482 at 6%. |
| Karpus Management Inc. Employees' Deferred Savings and Profit Sharing Plan | - | 17 | $1,372,173 | $168,263 | $9,898iApproximate average salary by contribution assumption: employee only about $247,446 at 4% or $164,964 at 6%; with 50% employer match about $164,964 at 4% or $109,976 at 6%; with 100% employer match about $123,723 at 4% or $82,482 at 6%. |