William a. Karges Fine Art
Plan context: William a. Karges Fine Art Retirement Plan & Trust
EIN 77-0145787 • Carmel, CA • 19 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$686,518
2018 Contributions
$53,430
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 5 | $686,518 | $53,430 | $10,686iApproximate average salary by contribution assumption: employee only about $267,150 at 4% or $178,100 at 6%; with 50% employer match about $178,100 at 4% or $118,733 at 6%; with 100% employer match about $133,575 at 4% or $89,050 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $686,518 | $34,769 | $6,954iApproximate average salary by contribution assumption: employee only about $173,845 at 4% or $115,897 at 6%; with 50% employer match about $115,897 at 4% or $77,264 at 6%; with 100% employer match about $86,923 at 4% or $57,948 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 0 | $0 | $18,661 | - |
| 2017 | 1 | 5 | $751,091 | $56,276 | $11,255iApproximate average salary by contribution assumption: employee only about $281,380 at 4% or $187,587 at 6%; with 50% employer match about $187,587 at 4% or $125,058 at 6%; with 100% employer match about $140,690 at 4% or $93,793 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $751,091 | $56,276 | $11,255iApproximate average salary by contribution assumption: employee only about $281,380 at 4% or $187,587 at 6%; with 50% employer match about $187,587 at 4% or $125,058 at 6%; with 100% employer match about $140,690 at 4% or $93,793 at 6%. |
| 2016 | 1 | 5 | $665,978 | $63,086 | $12,617iApproximate average salary by contribution assumption: employee only about $315,430 at 4% or $210,287 at 6%; with 50% employer match about $210,287 at 4% or $140,191 at 6%; with 100% employer match about $157,715 at 4% or $105,143 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $665,978 | $63,086 | $12,617iApproximate average salary by contribution assumption: employee only about $315,430 at 4% or $210,287 at 6%; with 50% employer match about $210,287 at 4% or $140,191 at 6%; with 100% employer match about $157,715 at 4% or $105,143 at 6%. |
| 2015 | 1 | 5 | $635,561 | $62,798 | $12,560iApproximate average salary by contribution assumption: employee only about $313,990 at 4% or $209,327 at 6%; with 50% employer match about $209,327 at 4% or $139,551 at 6%; with 100% employer match about $156,995 at 4% or $104,663 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $635,561 | $62,798 | $12,560iApproximate average salary by contribution assumption: employee only about $313,990 at 4% or $209,327 at 6%; with 50% employer match about $209,327 at 4% or $139,551 at 6%; with 100% employer match about $156,995 at 4% or $104,663 at 6%. |
| 2014 | 1 | 6 | $566,879 | $59,621 | $9,937iApproximate average salary by contribution assumption: employee only about $248,421 at 4% or $165,614 at 6%; with 50% employer match about $165,614 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,807 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 6 | $566,879 | $59,621 | $9,937iApproximate average salary by contribution assumption: employee only about $248,421 at 4% or $165,614 at 6%; with 50% employer match about $165,614 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,807 at 6%. |
| 2013 | 1 | 6 | $581,612 | $65,028 | $10,838iApproximate average salary by contribution assumption: employee only about $270,950 at 4% or $180,633 at 6%; with 50% employer match about $180,633 at 4% or $120,422 at 6%; with 100% employer match about $135,475 at 4% or $90,317 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 6 | $581,612 | $65,028 | $10,838iApproximate average salary by contribution assumption: employee only about $270,950 at 4% or $180,633 at 6%; with 50% employer match about $180,633 at 4% or $120,422 at 6%; with 100% employer match about $135,475 at 4% or $90,317 at 6%. |
| 2012 | 1 | 5 | $706,972 | $58,510 | $11,702iApproximate average salary by contribution assumption: employee only about $292,550 at 4% or $195,033 at 6%; with 50% employer match about $195,033 at 4% or $130,022 at 6%; with 100% employer match about $146,275 at 4% or $97,517 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $706,972 | $58,510 | $11,702iApproximate average salary by contribution assumption: employee only about $292,550 at 4% or $195,033 at 6%; with 50% employer match about $195,033 at 4% or $130,022 at 6%; with 100% employer match about $146,275 at 4% or $97,517 at 6%. |
| 2011 | 1 | 5 | $735,796 | $51,945 | $10,389iApproximate average salary by contribution assumption: employee only about $259,725 at 4% or $173,150 at 6%; with 50% employer match about $173,150 at 4% or $115,433 at 6%; with 100% employer match about $129,863 at 4% or $86,575 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $735,796 | $51,945 | $10,389iApproximate average salary by contribution assumption: employee only about $259,725 at 4% or $173,150 at 6%; with 50% employer match about $173,150 at 4% or $115,433 at 6%; with 100% employer match about $129,863 at 4% or $86,575 at 6%. |
| 2010 | 1 | 5 | $742,943 | $58,534 | $11,707iApproximate average salary by contribution assumption: employee only about $292,670 at 4% or $195,113 at 6%; with 50% employer match about $195,113 at 4% or $130,076 at 6%; with 100% employer match about $146,335 at 4% or $97,557 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $742,943 | $58,534 | $11,707iApproximate average salary by contribution assumption: employee only about $292,670 at 4% or $195,113 at 6%; with 50% employer match about $195,113 at 4% or $130,076 at 6%; with 100% employer match about $146,335 at 4% or $97,557 at 6%. |
| 2009 | 1 | 5 | $612,572 | $61,550 | $12,310iApproximate average salary by contribution assumption: employee only about $307,750 at 4% or $205,167 at 6%; with 50% employer match about $205,167 at 4% or $136,778 at 6%; with 100% employer match about $153,875 at 4% or $102,583 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $612,572 | $61,550 | $12,310iApproximate average salary by contribution assumption: employee only about $307,750 at 4% or $205,167 at 6%; with 50% employer match about $205,167 at 4% or $136,778 at 6%; with 100% employer match about $153,875 at 4% or $102,583 at 6%. |
| 2008 | 1 | 6 | $402,010 | $83,224 | $13,871iApproximate average salary by contribution assumption: employee only about $346,767 at 4% or $231,178 at 6%; with 50% employer match about $231,178 at 4% or $154,119 at 6%; with 100% employer match about $173,383 at 4% or $115,589 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 6 | $402,010 | $83,224 | $13,871iApproximate average salary by contribution assumption: employee only about $346,767 at 4% or $231,178 at 6%; with 50% employer match about $231,178 at 4% or $154,119 at 6%; with 100% employer match about $173,383 at 4% or $115,589 at 6%. |
| 2007 | 1 | 7 | $495,267 | $89,209 | $12,744iApproximate average salary by contribution assumption: employee only about $318,604 at 4% or $212,402 at 6%; with 50% employer match about $212,402 at 4% or $141,602 at 6%; with 100% employer match about $159,302 at 4% or $106,201 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 7 | $495,267 | $89,209 | $12,744iApproximate average salary by contribution assumption: employee only about $318,604 at 4% or $212,402 at 6%; with 50% employer match about $212,402 at 4% or $141,602 at 6%; with 100% employer match about $159,302 at 4% or $106,201 at 6%. |
| 2006 | 1 | 6 | $385,808 | $73,333 | $12,222iApproximate average salary by contribution assumption: employee only about $305,554 at 4% or $203,703 at 6%; with 50% employer match about $203,703 at 4% or $135,802 at 6%; with 100% employer match about $152,777 at 4% or $101,851 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 6 | $385,808 | $73,333 | $12,222iApproximate average salary by contribution assumption: employee only about $305,554 at 4% or $203,703 at 6%; with 50% employer match about $203,703 at 4% or $135,802 at 6%; with 100% employer match about $152,777 at 4% or $101,851 at 6%. |
| 2005 | 1 | 6 | $262,295 | $59,901 | $9,984iApproximate average salary by contribution assumption: employee only about $249,588 at 4% or $166,392 at 6%; with 50% employer match about $166,392 at 4% or $110,928 at 6%; with 100% employer match about $124,794 at 4% or $83,196 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 6 | $262,295 | $59,901 | $9,984iApproximate average salary by contribution assumption: employee only about $249,588 at 4% or $166,392 at 6%; with 50% employer match about $166,392 at 4% or $110,928 at 6%; with 100% employer match about $124,794 at 4% or $83,196 at 6%. |
| 2004 | 1 | 5 | $185,621 | $49,420 | $9,884iApproximate average salary by contribution assumption: employee only about $247,100 at 4% or $164,733 at 6%; with 50% employer match about $164,733 at 4% or $109,822 at 6%; with 100% employer match about $123,550 at 4% or $82,367 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $185,621 | $49,420 | $9,884iApproximate average salary by contribution assumption: employee only about $247,100 at 4% or $164,733 at 6%; with 50% employer match about $164,733 at 4% or $109,822 at 6%; with 100% employer match about $123,550 at 4% or $82,367 at 6%. |
| 2003 | 1 | 5 | $126,561 | $44,274 | $8,855iApproximate average salary by contribution assumption: employee only about $221,370 at 4% or $147,580 at 6%; with 50% employer match about $147,580 at 4% or $98,387 at 6%; with 100% employer match about $110,685 at 4% or $73,790 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | $126,561 | $44,274 | $8,855iApproximate average salary by contribution assumption: employee only about $221,370 at 4% or $147,580 at 6%; with 50% employer match about $147,580 at 4% or $98,387 at 6%; with 100% employer match about $110,685 at 4% or $73,790 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| William a. Karges Fine Art Retirement Plan & Trust | - | 5 | - | - | - |
| 2001 | 1 | 6 | $35,273 | $34,480 | $5,747iApproximate average salary by contribution assumption: employee only about $143,667 at 4% or $95,778 at 6%; with 50% employer match about $95,778 at 4% or $63,852 at 6%; with 100% employer match about $71,833 at 4% or $47,889 at 6%. |
| William a. Karges Fine Art Retirement Plan & Trust | - | 6 | $35,273 | $34,480 | $5,747iApproximate average salary by contribution assumption: employee only about $143,667 at 4% or $95,778 at 6%; with 50% employer match about $95,778 at 4% or $63,852 at 6%; with 100% employer match about $71,833 at 4% or $47,889 at 6%. |