Sum Value Inc.
Plan context: Karz Plus 401K Plan
EIN 57-1155911 • National City, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$130,494
2009 Contributions
$20,231
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $20,231 | - |
| Karz Plus 401K Plan | - | 0 | $0 | $20,231 | - |
| 2008 | 1 | 4 | $130,494 | $40,973 | $10,243iApproximate average salary by contribution assumption: employee only about $256,081 at 4% or $170,721 at 6%; with 50% employer match about $170,721 at 4% or $113,814 at 6%; with 100% employer match about $128,041 at 4% or $85,360 at 6%. |
| Karz Plus 401K Plan | - | 4 | $130,494 | $40,973 | $10,243iApproximate average salary by contribution assumption: employee only about $256,081 at 4% or $170,721 at 6%; with 50% employer match about $170,721 at 4% or $113,814 at 6%; with 100% employer match about $128,041 at 4% or $85,360 at 6%. |
| 2007 | 1 | 2 | $199,666 | $32,299 | $16,150iApproximate average salary by contribution assumption: employee only about $403,738 at 4% or $269,158 at 6%; with 50% employer match about $269,158 at 4% or $179,439 at 6%; with 100% employer match about $201,869 at 4% or $134,579 at 6%. |
| Karz Plus 401K Plan | - | 2 | $199,666 | $32,299 | $16,150iApproximate average salary by contribution assumption: employee only about $403,738 at 4% or $269,158 at 6%; with 50% employer match about $269,158 at 4% or $179,439 at 6%; with 100% employer match about $201,869 at 4% or $134,579 at 6%. |
| 2006 | 1 | 3 | $153,901 | $38,600 | $12,867iApproximate average salary by contribution assumption: employee only about $321,667 at 4% or $214,444 at 6%; with 50% employer match about $214,444 at 4% or $142,963 at 6%; with 100% employer match about $160,833 at 4% or $107,222 at 6%. |
| Karz Plus 401K Plan | - | 3 | $153,901 | $38,600 | $12,867iApproximate average salary by contribution assumption: employee only about $321,667 at 4% or $214,444 at 6%; with 50% employer match about $214,444 at 4% or $142,963 at 6%; with 100% employer match about $160,833 at 4% or $107,222 at 6%. |
| 2005 | 1 | 5 | $105,605 | $45,544 | $9,109iApproximate average salary by contribution assumption: employee only about $227,720 at 4% or $151,813 at 6%; with 50% employer match about $151,813 at 4% or $101,209 at 6%; with 100% employer match about $113,860 at 4% or $75,907 at 6%. |
| Karz Plus 401K Plan | - | 5 | $105,605 | $45,544 | $9,109iApproximate average salary by contribution assumption: employee only about $227,720 at 4% or $151,813 at 6%; with 50% employer match about $151,813 at 4% or $101,209 at 6%; with 100% employer match about $113,860 at 4% or $75,907 at 6%. |
| 2004 | 1 | 5 | $55,785 | $51,445 | $10,289iApproximate average salary by contribution assumption: employee only about $257,225 at 4% or $171,483 at 6%; with 50% employer match about $171,483 at 4% or $114,322 at 6%; with 100% employer match about $128,613 at 4% or $85,742 at 6%. |
| Karz Plus 401K Plan | - | 5 | $55,785 | $51,445 | $10,289iApproximate average salary by contribution assumption: employee only about $257,225 at 4% or $171,483 at 6%; with 50% employer match about $171,483 at 4% or $114,322 at 6%; with 100% employer match about $128,613 at 4% or $85,742 at 6%. |