Civic Intelligence

Karen S Walton, CPA

Plan context: Karen S. Walton, CPA, 401K Profit Sharing Plan

EIN 20-1951299 • Weatherford, TX • 16 filings • 4 plans

1508 Santa Fe DrSuite 103Weatherford, TX 76086
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$413,840

2023 Contributions

$2,080

Historical Graphs

Total Assets Over Time

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

$476,158$238,079$0200820152022YearValue
$413,840Latest year 2022

Participants Over Time

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

420200820132017YearValue
4Latest year 2017

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
202310$0$2,080-
Karen S. Walton, CPA, 401K Profit Sharing Plan-0$0$2,080-
202210$413,840$17,616-
Karen S. Walton, CPA, 401K Profit Sharing Plan-0$413,840$17,616-
202110$476,158$36,450-
Karen S. Walton, CPA, 401K Profit Sharing Plan-0$476,158$36,450-
202010$442,499$38,236-
Karen S. Walton, CPA, 401K Profit Sharing Plan-0$442,499$38,236-
201910$360,013$28,796-
Karen S. Walton, CPA, 401K Profit Sharing Plan-0$360,013$28,796-
201810$285,380$26,730-
Karen S. Walton, CPA, 401K Profit Sharing Plan-0$285,380$26,730-
201714$274,505$30,564$7,641iApproximate average salary by contribution assumption: employee only about $191,025 at 4% or $127,350 at 6%; with 50% employer match about $127,350 at 4% or $84,900 at 6%; with 100% employer match about $95,513 at 4% or $63,675 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-4$274,505$30,564$7,641iApproximate average salary by contribution assumption: employee only about $191,025 at 4% or $127,350 at 6%; with 50% employer match about $127,350 at 4% or $84,900 at 6%; with 100% employer match about $95,513 at 4% or $63,675 at 6%.
201614$214,861$36,624$9,156iApproximate average salary by contribution assumption: employee only about $228,900 at 4% or $152,600 at 6%; with 50% employer match about $152,600 at 4% or $101,733 at 6%; with 100% employer match about $114,450 at 4% or $76,300 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-4$214,861$36,624$9,156iApproximate average salary by contribution assumption: employee only about $228,900 at 4% or $152,600 at 6%; with 50% employer match about $152,600 at 4% or $101,733 at 6%; with 100% employer match about $114,450 at 4% or $76,300 at 6%.
201513$169,381$19,802$6,601iApproximate average salary by contribution assumption: employee only about $165,017 at 4% or $110,011 at 6%; with 50% employer match about $110,011 at 4% or $73,341 at 6%; with 100% employer match about $82,508 at 4% or $55,006 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-3$169,381$19,802$6,601iApproximate average salary by contribution assumption: employee only about $165,017 at 4% or $110,011 at 6%; with 50% employer match about $110,011 at 4% or $73,341 at 6%; with 100% employer match about $82,508 at 4% or $55,006 at 6%.
201413$154,208$25,609$8,536iApproximate average salary by contribution assumption: employee only about $213,408 at 4% or $142,272 at 6%; with 50% employer match about $142,272 at 4% or $94,848 at 6%; with 100% employer match about $106,704 at 4% or $71,136 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-3$154,208$25,609$8,536iApproximate average salary by contribution assumption: employee only about $213,408 at 4% or $142,272 at 6%; with 50% employer match about $142,272 at 4% or $94,848 at 6%; with 100% employer match about $106,704 at 4% or $71,136 at 6%.
201313$138,216$11,760$3,920iApproximate average salary by contribution assumption: employee only about $98,000 at 4% or $65,333 at 6%; with 50% employer match about $65,333 at 4% or $43,556 at 6%; with 100% employer match about $49,000 at 4% or $32,667 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-3$138,216$11,760$3,920iApproximate average salary by contribution assumption: employee only about $98,000 at 4% or $65,333 at 6%; with 50% employer match about $65,333 at 4% or $43,556 at 6%; with 100% employer match about $49,000 at 4% or $32,667 at 6%.
201212$113,504$27,694$13,847iApproximate average salary by contribution assumption: employee only about $346,175 at 4% or $230,783 at 6%; with 50% employer match about $230,783 at 4% or $153,856 at 6%; with 100% employer match about $173,088 at 4% or $115,392 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-2$113,504$27,694$13,847iApproximate average salary by contribution assumption: employee only about $346,175 at 4% or $230,783 at 6%; with 50% employer match about $230,783 at 4% or $153,856 at 6%; with 100% employer match about $173,088 at 4% or $115,392 at 6%.
201112$75,844$22,387$11,194iApproximate average salary by contribution assumption: employee only about $279,838 at 4% or $186,558 at 6%; with 50% employer match about $186,558 at 4% or $124,372 at 6%; with 100% employer match about $139,919 at 4% or $93,279 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-2$75,844$22,387$11,194iApproximate average salary by contribution assumption: employee only about $279,838 at 4% or $186,558 at 6%; with 50% employer match about $186,558 at 4% or $124,372 at 6%; with 100% employer match about $139,919 at 4% or $93,279 at 6%.
201013$64,784$10,710$3,570iApproximate average salary by contribution assumption: employee only about $89,250 at 4% or $59,500 at 6%; with 50% employer match about $59,500 at 4% or $39,667 at 6%; with 100% employer match about $44,625 at 4% or $29,750 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-3$64,784$10,710$3,570iApproximate average salary by contribution assumption: employee only about $89,250 at 4% or $59,500 at 6%; with 50% employer match about $59,500 at 4% or $39,667 at 6%; with 100% employer match about $44,625 at 4% or $29,750 at 6%.
200912$48,330$12,491$6,246iApproximate average salary by contribution assumption: employee only about $156,138 at 4% or $104,092 at 6%; with 50% employer match about $104,092 at 4% or $69,394 at 6%; with 100% employer match about $78,069 at 4% or $52,046 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-2$48,330$12,491$6,246iApproximate average salary by contribution assumption: employee only about $156,138 at 4% or $104,092 at 6%; with 50% employer match about $104,092 at 4% or $69,394 at 6%; with 100% employer match about $78,069 at 4% or $52,046 at 6%.
200813$28,822$1,876$625iApproximate average salary by contribution assumption: employee only about $15,633 at 4% or $10,422 at 6%; with 50% employer match about $10,422 at 4% or $6,948 at 6%; with 100% employer match about $7,817 at 4% or $5,211 at 6%.
Karen S. Walton, CPA, 401K Profit Sharing Plan-3$28,822$1,876$625iApproximate average salary by contribution assumption: employee only about $15,633 at 4% or $10,422 at 6%; with 50% employer match about $10,422 at 4% or $6,948 at 6%; with 100% employer match about $7,817 at 4% or $5,211 at 6%.