Civic Intelligence

Karlin Daniel & Associates Inc.

Plan context: Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust

EIN 65-0339932 • 15 filings • 4 plans

Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$635,243

2009 Contributions

$39,790

Historical Graphs

Total Assets Over Time

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

$925,819$462,910$0199920042008YearValue
$635,243Latest year 2008

Participants Over Time

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

530199920042008YearValue
4Latest year 2008

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
200910$0$0-
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-0---
200814$635,243$39,790$9,948iApproximate average salary by contribution assumption: employee only about $248,688 at 4% or $165,792 at 6%; with 50% employer match about $165,792 at 4% or $110,528 at 6%; with 100% employer match about $124,344 at 4% or $82,896 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4$635,243$39,790$9,948iApproximate average salary by contribution assumption: employee only about $248,688 at 4% or $165,792 at 6%; with 50% employer match about $165,792 at 4% or $110,528 at 6%; with 100% employer match about $124,344 at 4% or $82,896 at 6%.
200714$0$0-
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4---
200614$925,819$88,125$22,031iApproximate average salary by contribution assumption: employee only about $550,781 at 4% or $367,188 at 6%; with 50% employer match about $367,188 at 4% or $244,792 at 6%; with 100% employer match about $275,391 at 4% or $183,594 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4$925,819$88,125$22,031iApproximate average salary by contribution assumption: employee only about $550,781 at 4% or $367,188 at 6%; with 50% employer match about $367,188 at 4% or $244,792 at 6%; with 100% employer match about $275,391 at 4% or $183,594 at 6%.
200515$739,939$65,362$13,072iApproximate average salary by contribution assumption: employee only about $326,810 at 4% or $217,873 at 6%; with 50% employer match about $217,873 at 4% or $145,249 at 6%; with 100% employer match about $163,405 at 4% or $108,937 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-5$739,939$65,362$13,072iApproximate average salary by contribution assumption: employee only about $326,810 at 4% or $217,873 at 6%; with 50% employer match about $217,873 at 4% or $145,249 at 6%; with 100% employer match about $163,405 at 4% or $108,937 at 6%.
200414$631,297$64,639$16,160iApproximate average salary by contribution assumption: employee only about $403,994 at 4% or $269,329 at 6%; with 50% employer match about $269,329 at 4% or $179,553 at 6%; with 100% employer match about $201,997 at 4% or $134,665 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4$631,297$64,639$16,160iApproximate average salary by contribution assumption: employee only about $403,994 at 4% or $269,329 at 6%; with 50% employer match about $269,329 at 4% or $179,553 at 6%; with 100% employer match about $201,997 at 4% or $134,665 at 6%.
200314$496,149$71,752$17,938iApproximate average salary by contribution assumption: employee only about $448,450 at 4% or $298,967 at 6%; with 50% employer match about $298,967 at 4% or $199,311 at 6%; with 100% employer match about $224,225 at 4% or $149,483 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4$496,149$71,752$17,938iApproximate average salary by contribution assumption: employee only about $448,450 at 4% or $298,967 at 6%; with 50% employer match about $298,967 at 4% or $199,311 at 6%; with 100% employer match about $224,225 at 4% or $149,483 at 6%.
200224$329,894$61,606$15,402iApproximate average salary by contribution assumption: employee only about $385,038 at 4% or $256,692 at 6%; with 50% employer match about $256,692 at 4% or $171,128 at 6%; with 100% employer match about $192,519 at 4% or $128,346 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4$329,894$61,606$15,402iApproximate average salary by contribution assumption: employee only about $385,038 at 4% or $256,692 at 6%; with 50% employer match about $256,692 at 4% or $171,128 at 6%; with 100% employer match about $192,519 at 4% or $128,346 at 6%.
Karlin Daniel & Associates Inc. Money Purchase Pension Plan and Trust-0---
200125$309,121$55,082$11,016iApproximate average salary by contribution assumption: employee only about $275,410 at 4% or $183,607 at 6%; with 50% employer match about $183,607 at 4% or $122,404 at 6%; with 100% employer match about $137,705 at 4% or $91,803 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-5$189,414$42,477$8,495iApproximate average salary by contribution assumption: employee only about $212,385 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,393 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
Karlin Daniel & Associates Inc. Money Purchase Pension Plan and Trust-5$119,707$12,605$2,521iApproximate average salary by contribution assumption: employee only about $63,025 at 4% or $42,017 at 6%; with 50% employer match about $42,017 at 4% or $28,011 at 6%; with 100% employer match about $31,513 at 4% or $21,008 at 6%.
200024$0$0-
Karlin Daniel & Associates Inc. Money Purchase Pension Plan and Trust-4---
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4---
199924$334,052$47,391$11,848iApproximate average salary by contribution assumption: employee only about $296,194 at 4% or $197,463 at 6%; with 50% employer match about $197,463 at 4% or $131,642 at 6%; with 100% employer match about $148,097 at 4% or $98,731 at 6%.
Karlin Daniel & Associates Inc. Profit Sharing Plan and Trust-4$194,282$25,870$6,468iApproximate average salary by contribution assumption: employee only about $161,688 at 4% or $107,792 at 6%; with 50% employer match about $107,792 at 4% or $71,861 at 6%; with 100% employer match about $80,844 at 4% or $53,896 at 6%.
Karlin Daniel & Associates Inc. Money Purchase Pension Plan and Trust-4$139,770$21,521$5,380iApproximate average salary by contribution assumption: employee only about $134,506 at 4% or $89,671 at 6%; with 50% employer match about $89,671 at 4% or $59,781 at 6%; with 100% employer match about $67,253 at 4% or $44,835 at 6%.