Civic Intelligence

Cecilia Carpio PLLC

Plan context: Katdp Retirement Plan & Trust

EIN 27-2929962 • Pearland, TX • 18 filings • 2 plans

11041 Shadow Creek Pkwy, Ste. 125Pearland, TX 77584
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,945,807

2024 Contributions

$103,704

Historical Graphs

Total Assets Over Time

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

$1,945,807$972,904$0201520202024YearValue
$1,945,807Latest year 2024

Participants Over Time

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

1680201520202024YearValue
12Latest 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
2024212$1,945,807$103,704$8,642iApproximate average salary by contribution assumption: employee only about $216,050 at 4% or $144,033 at 6%; with 50% employer match about $144,033 at 4% or $96,022 at 6%; with 100% employer match about $108,025 at 4% or $72,017 at 6%.
Katdp Retirement Plan & Trust-12$1,245,188$100,204$8,350iApproximate average salary by contribution assumption: employee only about $208,758 at 4% or $139,172 at 6%; with 50% employer match about $139,172 at 4% or $92,781 at 6%; with 100% employer match about $104,379 at 4% or $69,586 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-9$700,619$3,500$389iApproximate average salary by contribution assumption: employee only about $9,722 at 4% or $6,481 at 6%; with 50% employer match about $6,481 at 4% or $4,321 at 6%; with 100% employer match about $4,861 at 4% or $3,241 at 6%.
2023215$1,732,668$200,170$13,345iApproximate average salary by contribution assumption: employee only about $333,617 at 4% or $222,411 at 6%; with 50% employer match about $222,411 at 4% or $148,274 at 6%; with 100% employer match about $166,808 at 4% or $111,206 at 6%.
Katdp Retirement Plan & Trust-14$1,067,333$133,670$9,548iApproximate average salary by contribution assumption: employee only about $238,696 at 4% or $159,131 at 6%; with 50% employer match about $159,131 at 4% or $106,087 at 6%; with 100% employer match about $119,348 at 4% or $79,565 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-15$665,335$66,500$4,433iApproximate average salary by contribution assumption: employee only about $110,833 at 4% or $73,889 at 6%; with 50% employer match about $73,889 at 4% or $49,259 at 6%; with 100% employer match about $55,417 at 4% or $36,944 at 6%.
2022216$1,337,768$201,822$12,614iApproximate average salary by contribution assumption: employee only about $315,347 at 4% or $210,231 at 6%; with 50% employer match about $210,231 at 4% or $140,154 at 6%; with 100% employer match about $157,673 at 4% or $105,116 at 6%.
Katdp Retirement Plan & Trust-16$810,097$117,822$7,364iApproximate average salary by contribution assumption: employee only about $184,097 at 4% or $122,731 at 6%; with 50% employer match about $122,731 at 4% or $81,821 at 6%; with 100% employer match about $92,048 at 4% or $61,366 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-14$527,671$84,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2021213$1,331,536$196,411$15,109iApproximate average salary by contribution assumption: employee only about $377,713 at 4% or $251,809 at 6%; with 50% employer match about $251,809 at 4% or $167,873 at 6%; with 100% employer match about $188,857 at 4% or $125,904 at 6%.
Katdp Retirement Plan & Trust-13$813,614$108,411$8,339iApproximate average salary by contribution assumption: employee only about $208,483 at 4% or $138,988 at 6%; with 50% employer match about $138,988 at 4% or $92,659 at 6%; with 100% employer match about $104,241 at 4% or $69,494 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-12$517,922$88,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
2020214$1,005,908$177,514$12,680iApproximate average salary by contribution assumption: employee only about $316,989 at 4% or $211,326 at 6%; with 50% employer match about $211,326 at 4% or $140,884 at 6%; with 100% employer match about $158,495 at 4% or $105,663 at 6%.
Katdp Retirement Plan & Trust-14$620,527$97,514$6,965iApproximate average salary by contribution assumption: employee only about $174,132 at 4% or $116,088 at 6%; with 50% employer match about $116,088 at 4% or $77,392 at 6%; with 100% employer match about $87,066 at 4% or $58,044 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-10$385,381$80,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201929$746,137$180,407$20,045iApproximate average salary by contribution assumption: employee only about $501,131 at 4% or $334,087 at 6%; with 50% employer match about $334,087 at 4% or $222,725 at 6%; with 100% employer match about $250,565 at 4% or $167,044 at 6%.
Katdp Retirement Plan & Trust-9$473,108$98,407$10,934iApproximate average salary by contribution assumption: employee only about $273,353 at 4% or $182,235 at 6%; with 50% employer match about $182,235 at 4% or $121,490 at 6%; with 100% employer match about $136,676 at 4% or $91,118 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-8$273,029$82,000$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
201826$493,235$186,545$31,091iApproximate average salary by contribution assumption: employee only about $777,271 at 4% or $518,181 at 6%; with 50% employer match about $518,181 at 4% or $345,454 at 6%; with 100% employer match about $388,635 at 4% or $259,090 at 6%.
Katdp Retirement Plan & Trust-6$321,968$92,545$15,424iApproximate average salary by contribution assumption: employee only about $385,604 at 4% or $257,069 at 6%; with 50% employer match about $257,069 at 4% or $171,380 at 6%; with 100% employer match about $192,802 at 4% or $128,535 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-5$171,267$94,000$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
201726$334,662$172,600$28,767iApproximate average salary by contribution assumption: employee only about $719,167 at 4% or $479,444 at 6%; with 50% employer match about $479,444 at 4% or $319,630 at 6%; with 100% employer match about $359,583 at 4% or $239,722 at 6%.
Katdp Retirement Plan & Trust-6$251,662$89,600$14,933iApproximate average salary by contribution assumption: employee only about $373,333 at 4% or $248,889 at 6%; with 50% employer match about $248,889 at 4% or $165,926 at 6%; with 100% employer match about $186,667 at 4% or $124,444 at 6%.
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST-4$83,000$83,000$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
201618$147,304$85,317$10,665iApproximate average salary by contribution assumption: employee only about $266,616 at 4% or $177,744 at 6%; with 50% employer match about $177,744 at 4% or $118,496 at 6%; with 100% employer match about $133,308 at 4% or $88,872 at 6%.
Katdp Retirement Plan & Trust-8$147,304$85,317$10,665iApproximate average salary by contribution assumption: employee only about $266,616 at 4% or $177,744 at 6%; with 50% employer match about $177,744 at 4% or $118,496 at 6%; with 100% employer match about $133,308 at 4% or $88,872 at 6%.
201516$57,659$57,730$9,622iApproximate average salary by contribution assumption: employee only about $240,542 at 4% or $160,361 at 6%; with 50% employer match about $160,361 at 4% or $106,907 at 6%; with 100% employer match about $120,271 at 4% or $80,181 at 6%.
Katdp Retirement Plan & Trust-6$57,659$57,730$9,622iApproximate average salary by contribution assumption: employee only about $240,542 at 4% or $160,361 at 6%; with 50% employer match about $160,361 at 4% or $106,907 at 6%; with 100% employer match about $120,271 at 4% or $80,181 at 6%.