Steven J Karvellas
Plan context: Steven J. Karvellas & Co. Inc. Retirement Plan
EIN 22-2813819 • 37 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$5,053,536
2024 Contributions
$108,379
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 | 4 | $5,053,536 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $5,053,536 | - | - |
| 2023 | 1 | 4 | $4,502,006 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $4,502,006 | - | - |
| 2022 | 1 | 4 | $4,030,238 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $4,030,238 | - | - |
| 2021 | 1 | 4 | $4,084,865 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $4,084,865 | - | - |
| 2020 | 1 | 4 | $4,329,277 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $4,329,277 | - | - |
| 2019 | 1 | 4 | $4,128,442 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $4,128,442 | - | - |
| 2018 | 1 | 3 | $2,900,475 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | $2,900,475 | - | - |
| 2017 | 1 | 3 | $3,429,961 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | $3,429,961 | - | - |
| 2016 | 1 | 3 | $3,911,675 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | $3,911,675 | - | - |
| 2015 | 1 | 4 | $3,434,552 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $3,434,552 | - | - |
| 2014 | 1 | 3 | $3,733,521 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | $3,733,521 | - | - |
| 2013 | 1 | 4 | $3,348,743 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $3,348,743 | - | - |
| 2012 | 1 | 4 | $3,075,458 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $3,075,458 | - | - |
| 2011 | 1 | 3 | $2,962,949 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | $2,962,949 | - | - |
| 2010 | 2 | 4 | $3,046,787 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $3,046,787 | - | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 0 | - | - | - |
| 2009 | 2 | 3 | $3,498,146 | $0 | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | $2,832,376 | - | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 2 | $665,770 | - | - |
| 2008 | 2 | 3 | $0 | $0 | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 0 | - | - | - |
| 2007 | 2 | 8 | $0 | $0 | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 8 | - | - | - |
| 2006 | 2 | 8 | $3,486,816 | $108,379 | $13,547iApproximate average salary by contribution assumption: employee only about $338,684 at 4% or $225,790 at 6%; with 50% employer match about $225,790 at 4% or $150,526 at 6%; with 100% employer match about $169,342 at 4% or $112,895 at 6%. |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 8 | $2,995,500 | - | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 3 | $491,316 | $108,379 | $36,126iApproximate average salary by contribution assumption: employee only about $903,158 at 4% or $602,106 at 6%; with 50% employer match about $602,106 at 4% or $401,404 at 6%; with 100% employer match about $451,579 at 4% or $301,053 at 6%. |
| 2005 | 2 | 7 | $2,665,742 | $109,647 | $15,664iApproximate average salary by contribution assumption: employee only about $391,596 at 4% or $261,064 at 6%; with 50% employer match about $261,064 at 4% or $174,043 at 6%; with 100% employer match about $195,798 at 4% or $130,532 at 6%. |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 7 | $2,322,186 | - | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 3 | $343,556 | $109,647 | $36,549iApproximate average salary by contribution assumption: employee only about $913,725 at 4% or $609,150 at 6%; with 50% employer match about $609,150 at 4% or $406,100 at 6%; with 100% employer match about $456,863 at 4% or $304,575 at 6%. |
| 2004 | 2 | 5 | $2,164,531 | $110,252 | $22,050iApproximate average salary by contribution assumption: employee only about $551,260 at 4% or $367,507 at 6%; with 50% employer match about $367,507 at 4% or $245,004 at 6%; with 100% employer match about $275,630 at 4% or $183,753 at 6%. |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 5 | $1,945,915 | - | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 4 | $218,616 | $110,252 | $27,563iApproximate average salary by contribution assumption: employee only about $689,075 at 4% or $459,383 at 6%; with 50% employer match about $459,383 at 4% or $306,256 at 6%; with 100% employer match about $344,538 at 4% or $229,692 at 6%. |
| 2003 | 2 | 4 | $2,023,176 | $102,863 | $25,716iApproximate average salary by contribution assumption: employee only about $642,894 at 4% or $428,596 at 6%; with 50% employer match about $428,596 at 4% or $285,731 at 6%; with 100% employer match about $321,447 at 4% or $214,298 at 6%. |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $1,920,313 | - | - |
| STEVEN J. KARVELLAS & CO., INC. DEFINED BENEFIT PLAN | - | 3 | $102,863 | $102,863 | $34,288iApproximate average salary by contribution assumption: employee only about $857,192 at 4% or $571,461 at 6%; with 50% employer match about $571,461 at 4% or $380,974 at 6%; with 100% employer match about $428,596 at 4% or $285,731 at 6%. |
| 2002 | 2 | 4 | $1,539,207 | $44,705 | $11,176iApproximate average salary by contribution assumption: employee only about $279,406 at 4% or $186,271 at 6%; with 50% employer match about $186,271 at 4% or $124,181 at 6%; with 100% employer match about $139,703 at 4% or $93,135 at 6%. |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 4 | $1,539,207 | $44,705 | $11,176iApproximate average salary by contribution assumption: employee only about $279,406 at 4% or $186,271 at 6%; with 50% employer match about $186,271 at 4% or $124,181 at 6%; with 100% employer match about $139,703 at 4% or $93,135 at 6%. |
| Steven J Karvellas Retirement Plan & Trust | - | 0 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Steven J Karvellas Retirement Plan & Trust | - | 1 | - | - | - |
| Steven J. Karvellas & Co. Inc. Retirement Plan | - | 3 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Steven J Karvellas Retirement Plan & Trust | - | 0 | - | - | - |
| Steven J Karvellas Retirement Plan & Trust | - | 0 | - | - | - |
| 1999 | 1 | 1 | $1,343,425 | $0 | - |
| Steven J Karvellas Retirement Plan & Trust | - | 1 | $1,343,425 | - | - |