Karen Thomas Associates Inc.
Plan context: Karen Thomas Associates Inc. 401(K) Plan
EIN 45-3169601 • New York, NY • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$6,107,447
2024 Contributions
$790,877
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 | 2 | 15 | $6,107,447 | $790,877 | $52,725iApproximate average salary by contribution assumption: employee only about $1,318,128 at 4% or $878,752 at 6%; with 50% employer match about $878,752 at 4% or $585,835 at 6%; with 100% employer match about $659,064 at 4% or $439,376 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 15 | $3,637,192 | $276,261 | $18,417iApproximate average salary by contribution assumption: employee only about $460,435 at 4% or $306,957 at 6%; with 50% employer match about $306,957 at 4% or $204,638 at 6%; with 100% employer match about $230,218 at 4% or $153,478 at 6%. |
| Karen Thomas Associates Inc. Defined Benefit Plan | - | 11 | $2,470,255 | $514,616 | $46,783iApproximate average salary by contribution assumption: employee only about $1,169,582 at 4% or $779,721 at 6%; with 50% employer match about $779,721 at 4% or $519,814 at 6%; with 100% employer match about $584,791 at 4% or $389,861 at 6%. |
| 2023 | 2 | 13 | $5,086,766 | $982,108 | $75,547iApproximate average salary by contribution assumption: employee only about $1,888,669 at 4% or $1,259,113 at 6%; with 50% employer match about $1,259,113 at 4% or $839,409 at 6%; with 100% employer match about $944,335 at 4% or $629,556 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 13 | $3,102,261 | $272,449 | $20,958iApproximate average salary by contribution assumption: employee only about $523,940 at 4% or $349,294 at 6%; with 50% employer match about $349,294 at 4% or $232,862 at 6%; with 100% employer match about $261,970 at 4% or $174,647 at 6%. |
| Karen Thomas Associates Inc. Defined Benefit Plan | - | 9 | $1,984,505 | $709,659 | $78,851iApproximate average salary by contribution assumption: employee only about $1,971,275 at 4% or $1,314,183 at 6%; with 50% employer match about $1,314,183 at 4% or $876,122 at 6%; with 100% employer match about $985,638 at 4% or $657,092 at 6%. |
| 2022 | 2 | 13 | $3,841,039 | $910,487 | $70,037iApproximate average salary by contribution assumption: employee only about $1,750,937 at 4% or $1,167,291 at 6%; with 50% employer match about $1,167,291 at 4% or $778,194 at 6%; with 100% employer match about $875,468 at 4% or $583,646 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 13 | $2,528,186 | $232,777 | $17,906iApproximate average salary by contribution assumption: employee only about $447,648 at 4% or $298,432 at 6%; with 50% employer match about $298,432 at 4% or $198,955 at 6%; with 100% employer match about $223,824 at 4% or $149,216 at 6%. |
| Karen Thomas Associates Inc. Defined Benefit Plan | - | 7 | $1,312,853 | $677,710 | $96,816iApproximate average salary by contribution assumption: employee only about $2,420,393 at 4% or $1,613,595 at 6%; with 50% employer match about $1,613,595 at 4% or $1,075,730 at 6%; with 100% employer match about $1,210,196 at 4% or $806,798 at 6%. |
| 2021 | 2 | 11 | $3,563,041 | $825,076 | $75,007iApproximate average salary by contribution assumption: employee only about $1,875,173 at 4% or $1,250,115 at 6%; with 50% employer match about $1,250,115 at 4% or $833,410 at 6%; with 100% employer match about $937,586 at 4% or $625,058 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 11 | $2,939,112 | $201,147 | $18,286iApproximate average salary by contribution assumption: employee only about $457,152 at 4% or $304,768 at 6%; with 50% employer match about $304,768 at 4% or $203,179 at 6%; with 100% employer match about $228,576 at 4% or $152,384 at 6%. |
| Karen Thomas Associates Inc. Defined Benefit Plan | - | 9 | $623,929 | $623,929 | $69,325iApproximate average salary by contribution assumption: employee only about $1,733,136 at 4% or $1,155,424 at 6%; with 50% employer match about $1,155,424 at 4% or $770,283 at 6%; with 100% employer match about $866,568 at 4% or $577,712 at 6%. |
| 2020 | 1 | 11 | $2,517,692 | $142,097 | $12,918iApproximate average salary by contribution assumption: employee only about $322,948 at 4% or $215,298 at 6%; with 50% employer match about $215,298 at 4% or $143,532 at 6%; with 100% employer match about $161,474 at 4% or $107,649 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 11 | $2,517,692 | $142,097 | $12,918iApproximate average salary by contribution assumption: employee only about $322,948 at 4% or $215,298 at 6%; with 50% employer match about $215,298 at 4% or $143,532 at 6%; with 100% employer match about $161,474 at 4% or $107,649 at 6%. |
| 2019 | 1 | 10 | $2,157,351 | $122,008 | $12,201iApproximate average salary by contribution assumption: employee only about $305,020 at 4% or $203,347 at 6%; with 50% employer match about $203,347 at 4% or $135,564 at 6%; with 100% employer match about $152,510 at 4% or $101,673 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 10 | $2,157,351 | $122,008 | $12,201iApproximate average salary by contribution assumption: employee only about $305,020 at 4% or $203,347 at 6%; with 50% employer match about $203,347 at 4% or $135,564 at 6%; with 100% employer match about $152,510 at 4% or $101,673 at 6%. |
| 2018 | 1 | 8 | $1,858,083 | $126,383 | $15,798iApproximate average salary by contribution assumption: employee only about $394,947 at 4% or $263,298 at 6%; with 50% employer match about $263,298 at 4% or $175,532 at 6%; with 100% employer match about $197,473 at 4% or $131,649 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 8 | $1,858,083 | $126,383 | $15,798iApproximate average salary by contribution assumption: employee only about $394,947 at 4% or $263,298 at 6%; with 50% employer match about $263,298 at 4% or $175,532 at 6%; with 100% employer match about $197,473 at 4% or $131,649 at 6%. |
| 2017 | 1 | 8 | $1,897,148 | $122,550 | $15,319iApproximate average salary by contribution assumption: employee only about $382,969 at 4% or $255,313 at 6%; with 50% employer match about $255,313 at 4% or $170,208 at 6%; with 100% employer match about $191,484 at 4% or $127,656 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 8 | $1,897,148 | $122,550 | $15,319iApproximate average salary by contribution assumption: employee only about $382,969 at 4% or $255,313 at 6%; with 50% employer match about $255,313 at 4% or $170,208 at 6%; with 100% employer match about $191,484 at 4% or $127,656 at 6%. |
| 2016 | 1 | 9 | $1,367,676 | $124,848 | $13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 9 | $1,367,676 | $124,848 | $13,872iApproximate average salary by contribution assumption: employee only about $346,800 at 4% or $231,200 at 6%; with 50% employer match about $231,200 at 4% or $154,133 at 6%; with 100% employer match about $173,400 at 4% or $115,600 at 6%. |
| 2015 | 1 | 9 | $1,182,152 | $108,843 | $12,094iApproximate average salary by contribution assumption: employee only about $302,342 at 4% or $201,561 at 6%; with 50% employer match about $201,561 at 4% or $134,374 at 6%; with 100% employer match about $151,171 at 4% or $100,781 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 9 | $1,182,152 | $108,843 | $12,094iApproximate average salary by contribution assumption: employee only about $302,342 at 4% or $201,561 at 6%; with 50% employer match about $201,561 at 4% or $134,374 at 6%; with 100% employer match about $151,171 at 4% or $100,781 at 6%. |
| 2014 | 1 | 8 | $1,105,101 | $92,120 | $11,515iApproximate average salary by contribution assumption: employee only about $287,875 at 4% or $191,917 at 6%; with 50% employer match about $191,917 at 4% or $127,944 at 6%; with 100% employer match about $143,938 at 4% or $95,958 at 6%. |
| Karen Thomas Associates Inc. 401(K) Plan | - | 8 | $1,105,101 | $92,120 | $11,515iApproximate average salary by contribution assumption: employee only about $287,875 at 4% or $191,917 at 6%; with 50% employer match about $191,917 at 4% or $127,944 at 6%; with 100% employer match about $143,938 at 4% or $95,958 at 6%. |