Civic Intelligence

Kareo Inc.

Plan context: Kareo Inc. 401(K) Plan

EIN 20-0739220 • Irvine, CA • 27 filings • 5 plans

111 Academy Suite 250Irvine, CA 92617
Current Snapshot

Latest Year

2024

2024 Participants

496

2024 Assets

$32,743,069

2024 Contributions

$5,177,011

Historical Graphs

Total Assets Over Time

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

$32,743,069$16,371,535$0200620172024YearValue
$32,743,069Latest year 2024

Participants Over Time

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

5602800200620172024YearValue
496Latest 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
20242496$32,743,069$5,177,011$10,438iApproximate average salary by contribution assumption: employee only about $260,938 at 4% or $173,959 at 6%; with 50% employer match about $173,959 at 4% or $115,972 at 6%; with 100% employer match about $130,469 at 4% or $86,979 at 6%.
Kareo Inc. 401(K) Plan-496$32,743,069$5,177,011$10,438iApproximate average salary by contribution assumption: employee only about $260,938 at 4% or $173,959 at 6%; with 50% employer match about $173,959 at 4% or $115,972 at 6%; with 100% employer match about $130,469 at 4% or $86,979 at 6%.
Kareo Inc. Health and Welfare Plan-440---
20232560$27,538,010$5,743,376$10,256iApproximate average salary by contribution assumption: employee only about $256,401 at 4% or $170,934 at 6%; with 50% employer match about $170,934 at 4% or $113,956 at 6%; with 100% employer match about $128,200 at 4% or $85,467 at 6%.
Kareo Inc. 401(K) Plan-560$27,538,010$5,743,376$10,256iApproximate average salary by contribution assumption: employee only about $256,401 at 4% or $170,934 at 6%; with 50% employer match about $170,934 at 4% or $113,956 at 6%; with 100% employer match about $128,200 at 4% or $85,467 at 6%.
Kareo Inc. Health and Welfare Plan-560---
20222418$14,305,540$4,106,538$9,824iApproximate average salary by contribution assumption: employee only about $245,606 at 4% or $163,738 at 6%; with 50% employer match about $163,738 at 4% or $109,158 at 6%; with 100% employer match about $122,803 at 4% or $81,869 at 6%.
Kareo Inc. 401(K) Plan-418$14,305,540$4,106,538$9,824iApproximate average salary by contribution assumption: employee only about $245,606 at 4% or $163,738 at 6%; with 50% employer match about $163,738 at 4% or $109,158 at 6%; with 100% employer match about $122,803 at 4% or $81,869 at 6%.
Kareo Inc. Health and Welfare Plan-395---
20212367$14,686,041$3,071,105$8,368iApproximate average salary by contribution assumption: employee only about $209,203 at 4% or $139,469 at 6%; with 50% employer match about $139,469 at 4% or $92,979 at 6%; with 100% employer match about $104,602 at 4% or $69,734 at 6%.
Kareo Inc. 401(K) Plan-367$14,686,041$3,071,105$8,368iApproximate average salary by contribution assumption: employee only about $209,203 at 4% or $139,469 at 6%; with 50% employer match about $139,469 at 4% or $92,979 at 6%; with 100% employer match about $104,602 at 4% or $69,734 at 6%.
Kareo Inc. Health and Welfare Plan-357---
20202313$11,502,653$2,186,362$6,985iApproximate average salary by contribution assumption: employee only about $174,630 at 4% or $116,420 at 6%; with 50% employer match about $116,420 at 4% or $77,613 at 6%; with 100% employer match about $87,315 at 4% or $58,210 at 6%.
Kareo Inc. 401(K) Plan-313$11,502,653$2,186,362$6,985iApproximate average salary by contribution assumption: employee only about $174,630 at 4% or $116,420 at 6%; with 50% employer match about $116,420 at 4% or $77,613 at 6%; with 100% employer match about $87,315 at 4% or $58,210 at 6%.
Kareo Inc. Health and Welfare Plan-300---
20192450$9,322,135$2,633,549$5,852iApproximate average salary by contribution assumption: employee only about $146,308 at 4% or $97,539 at 6%; with 50% employer match about $97,539 at 4% or $65,026 at 6%; with 100% employer match about $73,154 at 4% or $48,769 at 6%.
Kareo Inc. 401(K) Plan-273$9,322,135$2,633,549$9,647iApproximate average salary by contribution assumption: employee only about $241,167 at 4% or $160,778 at 6%; with 50% employer match about $160,778 at 4% or $107,186 at 6%; with 100% employer match about $120,584 at 4% or $80,389 at 6%.
Kareo Inc. Health and Welfare Plan-450---
20182420$5,974,867$1,948,513$4,639iApproximate average salary by contribution assumption: employee only about $115,983 at 4% or $77,322 at 6%; with 50% employer match about $77,322 at 4% or $51,548 at 6%; with 100% employer match about $57,991 at 4% or $38,661 at 6%.
Kareo Inc. 401(K) Plan-419$5,974,867$1,948,513$4,650iApproximate average salary by contribution assumption: employee only about $116,260 at 4% or $77,506 at 6%; with 50% employer match about $77,506 at 4% or $51,671 at 6%; with 100% employer match about $58,130 at 4% or $38,753 at 6%.
Kareo Inc. Health and Welfare Plan-420---
20172388$5,433,538$1,473,156$3,797iApproximate average salary by contribution assumption: employee only about $94,920 at 4% or $63,280 at 6%; with 50% employer match about $63,280 at 4% or $42,187 at 6%; with 100% employer match about $47,460 at 4% or $31,640 at 6%.
Kareo Inc. 401(K) Plan-384$5,433,538$1,473,156$3,836iApproximate average salary by contribution assumption: employee only about $95,909 at 4% or $63,939 at 6%; with 50% employer match about $63,939 at 4% or $42,626 at 6%; with 100% employer match about $47,954 at 4% or $31,970 at 6%.
Kareo Inc. Health and Welfare Plan-388---
20162379$4,245,549$1,423,905$3,757iApproximate average salary by contribution assumption: employee only about $93,925 at 4% or $62,617 at 6%; with 50% employer match about $62,617 at 4% or $41,745 at 6%; with 100% employer match about $46,963 at 4% or $31,308 at 6%.
Kareo Inc. 401(K) Plan-371$4,245,549$1,423,905$3,838iApproximate average salary by contribution assumption: employee only about $95,950 at 4% or $63,967 at 6%; with 50% employer match about $63,967 at 4% or $42,645 at 6%; with 100% employer match about $47,975 at 4% or $31,983 at 6%.
Kareo Inc. Health and Welfare Plan-379---
20152462$3,643,693$1,538,562$3,330iApproximate average salary by contribution assumption: employee only about $83,256 at 4% or $55,504 at 6%; with 50% employer match about $55,504 at 4% or $37,002 at 6%; with 100% employer match about $41,628 at 4% or $27,752 at 6%.
Kareo Inc. 401(K) Plan-420$3,643,693$1,538,562$3,663iApproximate average salary by contribution assumption: employee only about $91,581 at 4% or $61,054 at 6%; with 50% employer match about $61,054 at 4% or $40,703 at 6%; with 100% employer match about $45,791 at 4% or $30,527 at 6%.
Kareo Inc. Health and Welfare Plan-462---
20142371$2,455,587$1,361,316$3,669iApproximate average salary by contribution assumption: employee only about $91,733 at 4% or $61,155 at 6%; with 50% employer match about $61,155 at 4% or $40,770 at 6%; with 100% employer match about $45,866 at 4% or $30,578 at 6%.
Kareo Inc. 401(K) Plan-364$2,455,587$1,361,316$3,740iApproximate average salary by contribution assumption: employee only about $93,497 at 4% or $62,331 at 6%; with 50% employer match about $62,331 at 4% or $41,554 at 6%; with 100% employer match about $46,748 at 4% or $31,166 at 6%.
Kareo Inc. Health and Welfare Plan-371---
20131257$1,197,670$771,136$3,001iApproximate average salary by contribution assumption: employee only about $75,013 at 4% or $50,009 at 6%; with 50% employer match about $50,009 at 4% or $33,339 at 6%; with 100% employer match about $37,507 at 4% or $25,004 at 6%.
Kareo Inc. 401(K) Plan-257$1,197,670$771,136$3,001iApproximate average salary by contribution assumption: employee only about $75,013 at 4% or $50,009 at 6%; with 50% employer match about $50,009 at 4% or $33,339 at 6%; with 100% employer match about $37,507 at 4% or $25,004 at 6%.
20121136$322,143$311,809$2,293iApproximate average salary by contribution assumption: employee only about $57,318 at 4% or $38,212 at 6%; with 50% employer match about $38,212 at 4% or $25,475 at 6%; with 100% employer match about $28,659 at 4% or $19,106 at 6%.
Kareo Inc. 401(K) Plan-136$322,143$311,809$2,293iApproximate average salary by contribution assumption: employee only about $57,318 at 4% or $38,212 at 6%; with 50% employer match about $38,212 at 4% or $25,475 at 6%; with 100% employer match about $28,659 at 4% or $19,106 at 6%.
200818$123,720$21,845$2,731iApproximate average salary by contribution assumption: employee only about $68,266 at 4% or $45,510 at 6%; with 50% employer match about $45,510 at 4% or $30,340 at 6%; with 100% employer match about $34,133 at 4% or $22,755 at 6%.
KAREO, INC. 401K PLAN-8$123,720$21,845$2,731iApproximate average salary by contribution assumption: employee only about $68,266 at 4% or $45,510 at 6%; with 50% employer match about $45,510 at 4% or $30,340 at 6%; with 100% employer match about $34,133 at 4% or $22,755 at 6%.
2007112$0$0-
KAREO, INC. 401K PLAN-12---
2006121$132,072$120,548$5,740iApproximate average salary by contribution assumption: employee only about $143,510 at 4% or $95,673 at 6%; with 50% employer match about $95,673 at 4% or $63,782 at 6%; with 100% employer match about $71,755 at 4% or $47,837 at 6%.
KAREO, INC. 401K PLAN-21$132,072$120,548$5,740iApproximate average salary by contribution assumption: employee only about $143,510 at 4% or $95,673 at 6%; with 50% employer match about $95,673 at 4% or $63,782 at 6%; with 100% employer match about $71,755 at 4% or $47,837 at 6%.