Karl & Associates
Plan context: Karl & Associates 401(K) P/S Plan
EIN 39-2001147 • Janesville, WI • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,287,428
2024 Contributions
$83,322
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 | 2 | $1,287,428 | $83,322 | $41,661iApproximate average salary by contribution assumption: employee only about $1,041,525 at 4% or $694,350 at 6%; with 50% employer match about $694,350 at 4% or $462,900 at 6%; with 100% employer match about $520,763 at 4% or $347,175 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 2 | $1,287,428 | $83,322 | $41,661iApproximate average salary by contribution assumption: employee only about $1,041,525 at 4% or $694,350 at 6%; with 50% employer match about $694,350 at 4% or $462,900 at 6%; with 100% employer match about $520,763 at 4% or $347,175 at 6%. |
| 2023 | 1 | 2 | $1,042,728 | $82,426 | $41,213iApproximate average salary by contribution assumption: employee only about $1,030,325 at 4% or $686,883 at 6%; with 50% employer match about $686,883 at 4% or $457,922 at 6%; with 100% employer match about $515,163 at 4% or $343,442 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 2 | $1,042,728 | $82,426 | $41,213iApproximate average salary by contribution assumption: employee only about $1,030,325 at 4% or $686,883 at 6%; with 50% employer match about $686,883 at 4% or $457,922 at 6%; with 100% employer match about $515,163 at 4% or $343,442 at 6%. |
| 2022 | 1 | 3 | $950,059 | $78,547 | $26,182iApproximate average salary by contribution assumption: employee only about $654,558 at 4% or $436,372 at 6%; with 50% employer match about $436,372 at 4% or $290,915 at 6%; with 100% employer match about $327,279 at 4% or $218,186 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $950,059 | $78,547 | $26,182iApproximate average salary by contribution assumption: employee only about $654,558 at 4% or $436,372 at 6%; with 50% employer match about $436,372 at 4% or $290,915 at 6%; with 100% employer match about $327,279 at 4% or $218,186 at 6%. |
| 2021 | 1 | 3 | $1,059,747 | $79,744 | $26,581iApproximate average salary by contribution assumption: employee only about $664,533 at 4% or $443,022 at 6%; with 50% employer match about $443,022 at 4% or $295,348 at 6%; with 100% employer match about $332,267 at 4% or $221,511 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $1,059,747 | $79,744 | $26,581iApproximate average salary by contribution assumption: employee only about $664,533 at 4% or $443,022 at 6%; with 50% employer match about $443,022 at 4% or $295,348 at 6%; with 100% employer match about $332,267 at 4% or $221,511 at 6%. |
| 2020 | 1 | 3 | $848,504 | $78,858 | $26,286iApproximate average salary by contribution assumption: employee only about $657,150 at 4% or $438,100 at 6%; with 50% employer match about $438,100 at 4% or $292,067 at 6%; with 100% employer match about $328,575 at 4% or $219,050 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $848,504 | $78,858 | $26,286iApproximate average salary by contribution assumption: employee only about $657,150 at 4% or $438,100 at 6%; with 50% employer match about $438,100 at 4% or $292,067 at 6%; with 100% employer match about $328,575 at 4% or $219,050 at 6%. |
| 2019 | 1 | 3 | $670,088 | $71,244 | $23,748iApproximate average salary by contribution assumption: employee only about $593,700 at 4% or $395,800 at 6%; with 50% employer match about $395,800 at 4% or $263,867 at 6%; with 100% employer match about $296,850 at 4% or $197,900 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $670,088 | $71,244 | $23,748iApproximate average salary by contribution assumption: employee only about $593,700 at 4% or $395,800 at 6%; with 50% employer match about $395,800 at 4% or $263,867 at 6%; with 100% employer match about $296,850 at 4% or $197,900 at 6%. |
| 2018 | 1 | 3 | $495,184 | $69,325 | $23,108iApproximate average salary by contribution assumption: employee only about $577,708 at 4% or $385,139 at 6%; with 50% employer match about $385,139 at 4% or $256,759 at 6%; with 100% employer match about $288,854 at 4% or $192,569 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $495,184 | $69,325 | $23,108iApproximate average salary by contribution assumption: employee only about $577,708 at 4% or $385,139 at 6%; with 50% employer match about $385,139 at 4% or $256,759 at 6%; with 100% employer match about $288,854 at 4% or $192,569 at 6%. |
| 2017 | 1 | 3 | $458,915 | $67,777 | $22,592iApproximate average salary by contribution assumption: employee only about $564,808 at 4% or $376,539 at 6%; with 50% employer match about $376,539 at 4% or $251,026 at 6%; with 100% employer match about $282,404 at 4% or $188,269 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $458,915 | $67,777 | $22,592iApproximate average salary by contribution assumption: employee only about $564,808 at 4% or $376,539 at 6%; with 50% employer match about $376,539 at 4% or $251,026 at 6%; with 100% employer match about $282,404 at 4% or $188,269 at 6%. |
| 2016 | 1 | 3 | $336,632 | $64,437 | $21,479iApproximate average salary by contribution assumption: employee only about $536,975 at 4% or $357,983 at 6%; with 50% employer match about $357,983 at 4% or $238,656 at 6%; with 100% employer match about $268,488 at 4% or $178,992 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $336,632 | $64,437 | $21,479iApproximate average salary by contribution assumption: employee only about $536,975 at 4% or $357,983 at 6%; with 50% employer match about $357,983 at 4% or $238,656 at 6%; with 100% employer match about $268,488 at 4% or $178,992 at 6%. |
| 2015 | 1 | 3 | $297,330 | $78,417 | $26,139iApproximate average salary by contribution assumption: employee only about $653,475 at 4% or $435,650 at 6%; with 50% employer match about $435,650 at 4% or $290,433 at 6%; with 100% employer match about $326,738 at 4% or $217,825 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 3 | $297,330 | $78,417 | $26,139iApproximate average salary by contribution assumption: employee only about $653,475 at 4% or $435,650 at 6%; with 50% employer match about $435,650 at 4% or $290,433 at 6%; with 100% employer match about $326,738 at 4% or $217,825 at 6%. |
| 2014 | 1 | 4 | $223,277 | $78,760 | $19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%. |
| Karl & Associates 401(K) P/S Plan | - | 4 | $223,277 | $78,760 | $19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%. |