Civic Intelligence

Karyn Samuel Pa

Plan context: Karyn Samuel Pa 401 K Profit Sharing Plan Trust

EIN 27-5232581 • Naples, FL • 3 filings • 1 plans

720 Belair CourtNaples, FL 34103
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$105,937

2015 Contributions

$36,000

Historical Graphs

Total Assets Over Time

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

$105,937$52,969$0201320142015YearValue
$105,937Latest year 2015

Participants Over Time

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

210201320142015YearValue
2Latest year 2015

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
201512$105,937$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Karyn Samuel Pa 401 K Profit Sharing Plan Trust-2$105,937$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201412$71,606$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Karyn Samuel Pa 401 K Profit Sharing Plan Trust-2$71,606$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201312$35,231$10,739$5,370iApproximate average salary by contribution assumption: employee only about $134,238 at 4% or $89,492 at 6%; with 50% employer match about $89,492 at 4% or $59,661 at 6%; with 100% employer match about $67,119 at 4% or $44,746 at 6%.
Karyn Samuel Pa 401 K Profit Sharing Plan Trust-2$35,231$10,739$5,370iApproximate average salary by contribution assumption: employee only about $134,238 at 4% or $89,492 at 6%; with 50% employer match about $89,492 at 4% or $59,661 at 6%; with 100% employer match about $67,119 at 4% or $44,746 at 6%.