Civic Intelligence

KARLSENG LEBLANC RICH & PATTEN

Plan context: KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST

EIN 20-5728415 • Dallas, TX • 17 filings • 4 plans

19111 Dallas Pkwy, Suite 120Dallas, TX 75287
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$5,170,176

2025 Contributions

$105,016

Historical Graphs

Total Assets Over Time

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

$5,170,176$2,585,088$0200920172025YearValue
$5,170,176Latest year 2025

Participants Over Time

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

24120200920182025YearValue
16Latest year 2025

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
2025116$5,170,176$105,016$6,564iApproximate average salary by contribution assumption: employee only about $164,088 at 4% or $109,392 at 6%; with 50% employer match about $109,392 at 4% or $72,928 at 6%; with 100% employer match about $82,044 at 4% or $54,696 at 6%.
KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST-16$5,170,176$105,016$6,564iApproximate average salary by contribution assumption: employee only about $164,088 at 4% or $109,392 at 6%; with 50% employer match about $109,392 at 4% or $72,928 at 6%; with 100% employer match about $82,044 at 4% or $54,696 at 6%.
2024118$4,421,597$81,911$4,551iApproximate average salary by contribution assumption: employee only about $113,765 at 4% or $75,844 at 6%; with 50% employer match about $75,844 at 4% or $50,562 at 6%; with 100% employer match about $56,883 at 4% or $37,922 at 6%.
KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST-18$4,421,597$81,911$4,551iApproximate average salary by contribution assumption: employee only about $113,765 at 4% or $75,844 at 6%; with 50% employer match about $75,844 at 4% or $50,562 at 6%; with 100% employer match about $56,883 at 4% or $37,922 at 6%.
2023120$3,706,470$95,228$4,761iApproximate average salary by contribution assumption: employee only about $119,035 at 4% or $79,357 at 6%; with 50% employer match about $79,357 at 4% or $52,904 at 6%; with 100% employer match about $59,517 at 4% or $39,678 at 6%.
KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST-20$3,706,470$95,228$4,761iApproximate average salary by contribution assumption: employee only about $119,035 at 4% or $79,357 at 6%; with 50% employer match about $79,357 at 4% or $52,904 at 6%; with 100% employer match about $59,517 at 4% or $39,678 at 6%.
2022122$3,016,849$121,473$5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%.
KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST-22$3,016,849$121,473$5,522iApproximate average salary by contribution assumption: employee only about $138,038 at 4% or $92,025 at 6%; with 50% employer match about $92,025 at 4% or $61,350 at 6%; with 100% employer match about $69,019 at 4% or $46,013 at 6%.
2021124$3,536,797$190,828$7,951iApproximate average salary by contribution assumption: employee only about $198,779 at 4% or $132,519 at 6%; with 50% employer match about $132,519 at 4% or $88,346 at 6%; with 100% employer match about $99,390 at 4% or $66,260 at 6%.
KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST-24$3,536,797$190,828$7,951iApproximate average salary by contribution assumption: employee only about $198,779 at 4% or $132,519 at 6%; with 50% employer match about $132,519 at 4% or $88,346 at 6%; with 100% employer match about $99,390 at 4% or $66,260 at 6%.
2020117$3,027,359$56,596$3,329iApproximate average salary by contribution assumption: employee only about $83,229 at 4% or $55,486 at 6%; with 50% employer match about $55,486 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,743 at 6%.
KARLSENG LEBLANC & RICH 401(K) PROFIT SHARING PLAN AND TRUST-17$3,027,359$56,596$3,329iApproximate average salary by contribution assumption: employee only about $83,229 at 4% or $55,486 at 6%; with 50% employer match about $55,486 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,743 at 6%.
2019118$2,679,609$70,961$3,942iApproximate average salary by contribution assumption: employee only about $98,557 at 4% or $65,705 at 6%; with 50% employer match about $65,705 at 4% or $43,803 at 6%; with 100% employer match about $49,278 at 4% or $32,852 at 6%.
KARLSENG LEBLANC RICH & PATTEN 401(K) PROFIT SHARING PLAN & TRUST-18$2,679,609$70,961$3,942iApproximate average salary by contribution assumption: employee only about $98,557 at 4% or $65,705 at 6%; with 50% employer match about $65,705 at 4% or $43,803 at 6%; with 100% employer match about $49,278 at 4% or $32,852 at 6%.
2018119$2,181,214$68,940$3,628iApproximate average salary by contribution assumption: employee only about $90,711 at 4% or $60,474 at 6%; with 50% employer match about $60,474 at 4% or $40,316 at 6%; with 100% employer match about $45,355 at 4% or $30,237 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-19$2,181,214$68,940$3,628iApproximate average salary by contribution assumption: employee only about $90,711 at 4% or $60,474 at 6%; with 50% employer match about $60,474 at 4% or $40,316 at 6%; with 100% employer match about $45,355 at 4% or $30,237 at 6%.
2017122$2,295,467$80,489$3,659iApproximate average salary by contribution assumption: employee only about $91,465 at 4% or $60,977 at 6%; with 50% employer match about $60,977 at 4% or $40,651 at 6%; with 100% employer match about $45,732 at 4% or $30,488 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-22$2,295,467$80,489$3,659iApproximate average salary by contribution assumption: employee only about $91,465 at 4% or $60,977 at 6%; with 50% employer match about $60,977 at 4% or $40,651 at 6%; with 100% employer match about $45,732 at 4% or $30,488 at 6%.
2016123$1,939,374$80,696$3,509iApproximate average salary by contribution assumption: employee only about $87,713 at 4% or $58,475 at 6%; with 50% employer match about $58,475 at 4% or $38,984 at 6%; with 100% employer match about $43,857 at 4% or $29,238 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-23$1,939,374$80,696$3,509iApproximate average salary by contribution assumption: employee only about $87,713 at 4% or $58,475 at 6%; with 50% employer match about $58,475 at 4% or $38,984 at 6%; with 100% employer match about $43,857 at 4% or $29,238 at 6%.
2015113$1,734,569$74,830$5,756iApproximate average salary by contribution assumption: employee only about $143,904 at 4% or $95,936 at 6%; with 50% employer match about $95,936 at 4% or $63,957 at 6%; with 100% employer match about $71,952 at 4% or $47,968 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-13$1,734,569$74,830$5,756iApproximate average salary by contribution assumption: employee only about $143,904 at 4% or $95,936 at 6%; with 50% employer match about $95,936 at 4% or $63,957 at 6%; with 100% employer match about $71,952 at 4% or $47,968 at 6%.
2014124$1,703,578$74,680$3,112iApproximate average salary by contribution assumption: employee only about $77,792 at 4% or $51,861 at 6%; with 50% employer match about $51,861 at 4% or $34,574 at 6%; with 100% employer match about $38,896 at 4% or $25,931 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-24$1,703,578$74,680$3,112iApproximate average salary by contribution assumption: employee only about $77,792 at 4% or $51,861 at 6%; with 50% employer match about $51,861 at 4% or $34,574 at 6%; with 100% employer match about $38,896 at 4% or $25,931 at 6%.
2013113$1,572,313$136,156$10,474iApproximate average salary by contribution assumption: employee only about $261,838 at 4% or $174,559 at 6%; with 50% employer match about $174,559 at 4% or $116,373 at 6%; with 100% employer match about $130,919 at 4% or $87,279 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-13$1,572,313$136,156$10,474iApproximate average salary by contribution assumption: employee only about $261,838 at 4% or $174,559 at 6%; with 50% employer match about $174,559 at 4% or $116,373 at 6%; with 100% employer match about $130,919 at 4% or $87,279 at 6%.
2012124$1,282,609$108,184$4,508iApproximate average salary by contribution assumption: employee only about $112,692 at 4% or $75,128 at 6%; with 50% employer match about $75,128 at 4% or $50,085 at 6%; with 100% employer match about $56,346 at 4% or $37,564 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-24$1,282,609$108,184$4,508iApproximate average salary by contribution assumption: employee only about $112,692 at 4% or $75,128 at 6%; with 50% employer match about $75,128 at 4% or $50,085 at 6%; with 100% employer match about $56,346 at 4% or $37,564 at 6%.
2011110$1,037,953$69,700$6,970iApproximate average salary by contribution assumption: employee only about $174,250 at 4% or $116,167 at 6%; with 50% employer match about $116,167 at 4% or $77,444 at 6%; with 100% employer match about $87,125 at 4% or $58,083 at 6%.
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-10$1,037,953$69,700$6,970iApproximate average salary by contribution assumption: employee only about $174,250 at 4% or $116,167 at 6%; with 50% employer match about $116,167 at 4% or $77,444 at 6%; with 100% employer match about $87,125 at 4% or $58,083 at 6%.
201010$1,026,718$78,670-
KARLSENG LEBLANC RICH PATTEN 401 K PROFIT SHARING PLAN TRUST-0$1,026,718$78,670-
2009112$864,258$60,982$5,082iApproximate average salary by contribution assumption: employee only about $127,046 at 4% or $84,697 at 6%; with 50% employer match about $84,697 at 4% or $56,465 at 6%; with 100% employer match about $63,523 at 4% or $42,349 at 6%.
KARLSENG, LEBLANC & RICH, LLC 401(K) PROFIT SHARING PLAN-12$864,258$60,982$5,082iApproximate average salary by contribution assumption: employee only about $127,046 at 4% or $84,697 at 6%; with 50% employer match about $84,697 at 4% or $56,465 at 6%; with 100% employer match about $63,523 at 4% or $42,349 at 6%.