Civic Intelligence

Karen S Gerstner & Associates

Plan context: Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust

EIN 20-0416731 • Houston, TX • 21 filings • 4 plans

5615 Kirby Dr Ste 306Houston, TX 77005-2448
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$930,031

2024 Contributions

$17,112

Historical Graphs

Total Assets Over Time

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

$930,031$465,016$0200420142024YearValue
$930,031Latest year 2024

Participants Over Time

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

630200420142024YearValue
4Latest year 2024

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
202414$930,031$17,112$4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$930,031$17,112$4,278iApproximate average salary by contribution assumption: employee only about $106,950 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,533 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%.
202313$766,777$9,275$3,092iApproximate average salary by contribution assumption: employee only about $77,292 at 4% or $51,528 at 6%; with 50% employer match about $51,528 at 4% or $34,352 at 6%; with 100% employer match about $38,646 at 4% or $25,764 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$766,777$9,275$3,092iApproximate average salary by contribution assumption: employee only about $77,292 at 4% or $51,528 at 6%; with 50% employer match about $51,528 at 4% or $34,352 at 6%; with 100% employer match about $38,646 at 4% or $25,764 at 6%.
202213$633,246$9,086$3,029iApproximate average salary by contribution assumption: employee only about $75,717 at 4% or $50,478 at 6%; with 50% employer match about $50,478 at 4% or $33,652 at 6%; with 100% employer match about $37,858 at 4% or $25,239 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$633,246$9,086$3,029iApproximate average salary by contribution assumption: employee only about $75,717 at 4% or $50,478 at 6%; with 50% employer match about $50,478 at 4% or $33,652 at 6%; with 100% employer match about $37,858 at 4% or $25,239 at 6%.
202113$750,884$10,103$3,368iApproximate average salary by contribution assumption: employee only about $84,192 at 4% or $56,128 at 6%; with 50% employer match about $56,128 at 4% or $37,419 at 6%; with 100% employer match about $42,096 at 4% or $28,064 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$750,884$10,103$3,368iApproximate average salary by contribution assumption: employee only about $84,192 at 4% or $56,128 at 6%; with 50% employer match about $56,128 at 4% or $37,419 at 6%; with 100% employer match about $42,096 at 4% or $28,064 at 6%.
202013$643,045$11,070$3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$643,045$11,070$3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%.
201913$532,033$15,919$5,306iApproximate average salary by contribution assumption: employee only about $132,658 at 4% or $88,439 at 6%; with 50% employer match about $88,439 at 4% or $58,959 at 6%; with 100% employer match about $66,329 at 4% or $44,219 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$532,033$15,919$5,306iApproximate average salary by contribution assumption: employee only about $132,658 at 4% or $88,439 at 6%; with 50% employer match about $88,439 at 4% or $58,959 at 6%; with 100% employer match about $66,329 at 4% or $44,219 at 6%.
201813$426,011$20,970$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$426,011$20,970$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
201713$419,950$20,364$6,788iApproximate average salary by contribution assumption: employee only about $169,700 at 4% or $113,133 at 6%; with 50% employer match about $113,133 at 4% or $75,422 at 6%; with 100% employer match about $84,850 at 4% or $56,567 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$419,950$20,364$6,788iApproximate average salary by contribution assumption: employee only about $169,700 at 4% or $113,133 at 6%; with 50% employer match about $113,133 at 4% or $75,422 at 6%; with 100% employer match about $84,850 at 4% or $56,567 at 6%.
201614$349,197$22,015$5,504iApproximate average salary by contribution assumption: employee only about $137,594 at 4% or $91,729 at 6%; with 50% employer match about $91,729 at 4% or $61,153 at 6%; with 100% employer match about $68,797 at 4% or $45,865 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$349,197$22,015$5,504iApproximate average salary by contribution assumption: employee only about $137,594 at 4% or $91,729 at 6%; with 50% employer match about $91,729 at 4% or $61,153 at 6%; with 100% employer match about $68,797 at 4% or $45,865 at 6%.
201514$310,891$26,740$6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$310,891$26,740$6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%.
201413$283,636$21,468$7,156iApproximate average salary by contribution assumption: employee only about $178,900 at 4% or $119,267 at 6%; with 50% employer match about $119,267 at 4% or $79,511 at 6%; with 100% employer match about $89,450 at 4% or $59,633 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$283,636$21,468$7,156iApproximate average salary by contribution assumption: employee only about $178,900 at 4% or $119,267 at 6%; with 50% employer match about $119,267 at 4% or $79,511 at 6%; with 100% employer match about $89,450 at 4% or $59,633 at 6%.
201314$262,158$31,164$7,791iApproximate average salary by contribution assumption: employee only about $194,775 at 4% or $129,850 at 6%; with 50% employer match about $129,850 at 4% or $86,567 at 6%; with 100% employer match about $97,388 at 4% or $64,925 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$262,158$31,164$7,791iApproximate average salary by contribution assumption: employee only about $194,775 at 4% or $129,850 at 6%; with 50% employer match about $129,850 at 4% or $86,567 at 6%; with 100% employer match about $97,388 at 4% or $64,925 at 6%.
201214$206,859$42,898$10,725iApproximate average salary by contribution assumption: employee only about $268,113 at 4% or $178,742 at 6%; with 50% employer match about $178,742 at 4% or $119,161 at 6%; with 100% employer match about $134,056 at 4% or $89,371 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$206,859$42,898$10,725iApproximate average salary by contribution assumption: employee only about $268,113 at 4% or $178,742 at 6%; with 50% employer match about $178,742 at 4% or $119,161 at 6%; with 100% employer match about $134,056 at 4% or $89,371 at 6%.
201116$158,183$31,748$5,291iApproximate average salary by contribution assumption: employee only about $132,283 at 4% or $88,189 at 6%; with 50% employer match about $88,189 at 4% or $58,793 at 6%; with 100% employer match about $66,142 at 4% or $44,094 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-6$158,183$31,748$5,291iApproximate average salary by contribution assumption: employee only about $132,283 at 4% or $88,189 at 6%; with 50% employer match about $88,189 at 4% or $58,793 at 6%; with 100% employer match about $66,142 at 4% or $44,094 at 6%.
201014$122,156$28,455$7,114iApproximate average salary by contribution assumption: employee only about $177,844 at 4% or $118,563 at 6%; with 50% employer match about $118,563 at 4% or $79,042 at 6%; with 100% employer match about $88,922 at 4% or $59,281 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$122,156$28,455$7,114iApproximate average salary by contribution assumption: employee only about $177,844 at 4% or $118,563 at 6%; with 50% employer match about $118,563 at 4% or $79,042 at 6%; with 100% employer match about $88,922 at 4% or $59,281 at 6%.
200913$84,658$28,526$9,509iApproximate average salary by contribution assumption: employee only about $237,717 at 4% or $158,478 at 6%; with 50% employer match about $158,478 at 4% or $105,652 at 6%; with 100% employer match about $118,858 at 4% or $79,239 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-3$84,658$28,526$9,509iApproximate average salary by contribution assumption: employee only about $237,717 at 4% or $158,478 at 6%; with 50% employer match about $158,478 at 4% or $105,652 at 6%; with 100% employer match about $118,858 at 4% or $79,239 at 6%.
200815$77,411$18,791$3,758iApproximate average salary by contribution assumption: employee only about $93,955 at 4% or $62,637 at 6%; with 50% employer match about $62,637 at 4% or $41,758 at 6%; with 100% employer match about $46,978 at 4% or $31,318 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-5$77,411$18,791$3,758iApproximate average salary by contribution assumption: employee only about $93,955 at 4% or $62,637 at 6%; with 50% employer match about $62,637 at 4% or $41,758 at 6%; with 100% employer match about $46,978 at 4% or $31,318 at 6%.
200714$109,328$26,313$6,578iApproximate average salary by contribution assumption: employee only about $164,456 at 4% or $109,638 at 6%; with 50% employer match about $109,638 at 4% or $73,092 at 6%; with 100% employer match about $82,228 at 4% or $54,819 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$109,328$26,313$6,578iApproximate average salary by contribution assumption: employee only about $164,456 at 4% or $109,638 at 6%; with 50% employer match about $109,638 at 4% or $73,092 at 6%; with 100% employer match about $82,228 at 4% or $54,819 at 6%.
200614$73,636$21,332$5,333iApproximate average salary by contribution assumption: employee only about $133,325 at 4% or $88,883 at 6%; with 50% employer match about $88,883 at 4% or $59,256 at 6%; with 100% employer match about $66,663 at 4% or $44,442 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$73,636$21,332$5,333iApproximate average salary by contribution assumption: employee only about $133,325 at 4% or $88,883 at 6%; with 50% employer match about $88,883 at 4% or $59,256 at 6%; with 100% employer match about $66,663 at 4% or $44,442 at 6%.
200514$46,665$24,520$6,130iApproximate average salary by contribution assumption: employee only about $153,250 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,083 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$46,665$24,520$6,130iApproximate average salary by contribution assumption: employee only about $153,250 at 4% or $102,167 at 6%; with 50% employer match about $102,167 at 4% or $68,111 at 6%; with 100% employer match about $76,625 at 4% or $51,083 at 6%.
200414$28,350$26,919$6,730iApproximate average salary by contribution assumption: employee only about $168,244 at 4% or $112,163 at 6%; with 50% employer match about $112,163 at 4% or $74,775 at 6%; with 100% employer match about $84,122 at 4% or $56,081 at 6%.
Karen S Gerstner & Associates 401(K) Profit Sharing Plan & Trust-4$28,350$26,919$6,730iApproximate average salary by contribution assumption: employee only about $168,244 at 4% or $112,163 at 6%; with 50% employer match about $112,163 at 4% or $74,775 at 6%; with 100% employer match about $84,122 at 4% or $56,081 at 6%.