Civic Intelligence

R Karras Asset Management & Planning LLC

Plan context: R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan

EIN 26-2779335 • Independence, OH • 10 filings • 1 plans

5005 Rockside Road, Suite 600Independence, OH 44131
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$668,725

2023 Contributions

$77,776

Historical Graphs

Total Assets Over Time

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

$842,833$421,417$0201420182022YearValue
$668,725Latest year 2022

Participants Over Time

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

320201420182022YearValue
3Latest year 2022

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$0-
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-0$0--
202213$668,725$77,776$25,925iApproximate average salary by contribution assumption: employee only about $648,133 at 4% or $432,089 at 6%; with 50% employer match about $432,089 at 4% or $288,059 at 6%; with 100% employer match about $324,067 at 4% or $216,044 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-3$668,725$77,776$25,925iApproximate average salary by contribution assumption: employee only about $648,133 at 4% or $432,089 at 6%; with 50% employer match about $432,089 at 4% or $288,059 at 6%; with 100% employer match about $324,067 at 4% or $216,044 at 6%.
202113$842,833$71,909$23,970iApproximate average salary by contribution assumption: employee only about $599,242 at 4% or $399,494 at 6%; with 50% employer match about $399,494 at 4% or $266,330 at 6%; with 100% employer match about $299,621 at 4% or $199,747 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-3$842,833$71,909$23,970iApproximate average salary by contribution assumption: employee only about $599,242 at 4% or $399,494 at 6%; with 50% employer match about $399,494 at 4% or $266,330 at 6%; with 100% employer match about $299,621 at 4% or $199,747 at 6%.
202012$710,399$65,722$32,861iApproximate average salary by contribution assumption: employee only about $821,525 at 4% or $547,683 at 6%; with 50% employer match about $547,683 at 4% or $365,122 at 6%; with 100% employer match about $410,763 at 4% or $273,842 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$710,399$65,722$32,861iApproximate average salary by contribution assumption: employee only about $821,525 at 4% or $547,683 at 6%; with 50% employer match about $547,683 at 4% or $365,122 at 6%; with 100% employer match about $410,763 at 4% or $273,842 at 6%.
201912$401,167$63,613$31,807iApproximate average salary by contribution assumption: employee only about $795,163 at 4% or $530,108 at 6%; with 50% employer match about $530,108 at 4% or $353,406 at 6%; with 100% employer match about $397,581 at 4% or $265,054 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$401,167$63,613$31,807iApproximate average salary by contribution assumption: employee only about $795,163 at 4% or $530,108 at 6%; with 50% employer match about $530,108 at 4% or $353,406 at 6%; with 100% employer match about $397,581 at 4% or $265,054 at 6%.
201812$226,470$62,199$31,100iApproximate average salary by contribution assumption: employee only about $777,488 at 4% or $518,325 at 6%; with 50% employer match about $518,325 at 4% or $345,550 at 6%; with 100% employer match about $388,744 at 4% or $259,163 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$226,470$62,199$31,100iApproximate average salary by contribution assumption: employee only about $777,488 at 4% or $518,325 at 6%; with 50% employer match about $518,325 at 4% or $345,550 at 6%; with 100% employer match about $388,744 at 4% or $259,163 at 6%.
201712$211,722$61,515$30,758iApproximate average salary by contribution assumption: employee only about $768,938 at 4% or $512,625 at 6%; with 50% employer match about $512,625 at 4% or $341,750 at 6%; with 100% employer match about $384,469 at 4% or $256,313 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$211,722$61,515$30,758iApproximate average salary by contribution assumption: employee only about $768,938 at 4% or $512,625 at 6%; with 50% employer match about $512,625 at 4% or $341,750 at 6%; with 100% employer match about $384,469 at 4% or $256,313 at 6%.
201612$142,386$59,104$29,552iApproximate average salary by contribution assumption: employee only about $738,800 at 4% or $492,533 at 6%; with 50% employer match about $492,533 at 4% or $328,356 at 6%; with 100% employer match about $369,400 at 4% or $246,267 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$142,386$59,104$29,552iApproximate average salary by contribution assumption: employee only about $738,800 at 4% or $492,533 at 6%; with 50% employer match about $492,533 at 4% or $328,356 at 6%; with 100% employer match about $369,400 at 4% or $246,267 at 6%.
201512$107,505$61,545$30,773iApproximate average salary by contribution assumption: employee only about $769,313 at 4% or $512,875 at 6%; with 50% employer match about $512,875 at 4% or $341,917 at 6%; with 100% employer match about $384,656 at 4% or $256,438 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$107,505$61,545$30,773iApproximate average salary by contribution assumption: employee only about $769,313 at 4% or $512,875 at 6%; with 50% employer match about $512,875 at 4% or $341,917 at 6%; with 100% employer match about $384,656 at 4% or $256,438 at 6%.
201412$59,898$58,994$29,497iApproximate average salary by contribution assumption: employee only about $737,425 at 4% or $491,617 at 6%; with 50% employer match about $491,617 at 4% or $327,744 at 6%; with 100% employer match about $368,713 at 4% or $245,808 at 6%.
R Karras Asset Management & Planning LLC 401(K) & Profit Sharing Plan-2$59,898$58,994$29,497iApproximate average salary by contribution assumption: employee only about $737,425 at 4% or $491,617 at 6%; with 50% employer match about $491,617 at 4% or $327,744 at 6%; with 100% employer match about $368,713 at 4% or $245,808 at 6%.