Civic Intelligence

Karo Financial Services Inc.

Plan context: Karo Financial Services 401(K) Profit Sharing Plan and Trust

EIN 86-0810958 • Scottsdale, AZ • 16 filings • 4 plans

14274 N. Northsight Blvd Suite 100Scottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,977,111

2024 Contributions

$169,127

Historical Graphs

Total Assets Over Time

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

$1,977,111$988,556$0200920172024YearValue
$1,977,111Latest year 2024

Participants Over Time

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

1160200920172024YearValue
10Latest year 2024

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
2024110$1,977,111$169,127$16,913iApproximate average salary by contribution assumption: employee only about $422,818 at 4% or $281,878 at 6%; with 50% employer match about $281,878 at 4% or $187,919 at 6%; with 100% employer match about $211,409 at 4% or $140,939 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-10$1,977,111$169,127$16,913iApproximate average salary by contribution assumption: employee only about $422,818 at 4% or $281,878 at 6%; with 50% employer match about $281,878 at 4% or $187,919 at 6%; with 100% employer match about $211,409 at 4% or $140,939 at 6%.
2023111$1,612,861$256,159$23,287iApproximate average salary by contribution assumption: employee only about $582,180 at 4% or $388,120 at 6%; with 50% employer match about $388,120 at 4% or $258,746 at 6%; with 100% employer match about $291,090 at 4% or $194,060 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-11$1,612,861$256,159$23,287iApproximate average salary by contribution assumption: employee only about $582,180 at 4% or $388,120 at 6%; with 50% employer match about $388,120 at 4% or $258,746 at 6%; with 100% employer match about $291,090 at 4% or $194,060 at 6%.
2022110$1,149,995$167,047$16,705iApproximate average salary by contribution assumption: employee only about $417,618 at 4% or $278,412 at 6%; with 50% employer match about $278,412 at 4% or $185,608 at 6%; with 100% employer match about $208,809 at 4% or $139,206 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-10$1,149,995$167,047$16,705iApproximate average salary by contribution assumption: employee only about $417,618 at 4% or $278,412 at 6%; with 50% employer match about $278,412 at 4% or $185,608 at 6%; with 100% employer match about $208,809 at 4% or $139,206 at 6%.
202119$1,208,191$129,357$14,373iApproximate average salary by contribution assumption: employee only about $359,325 at 4% or $239,550 at 6%; with 50% employer match about $239,550 at 4% or $159,700 at 6%; with 100% employer match about $179,663 at 4% or $119,775 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-9$1,208,191$129,357$14,373iApproximate average salary by contribution assumption: employee only about $359,325 at 4% or $239,550 at 6%; with 50% employer match about $239,550 at 4% or $159,700 at 6%; with 100% employer match about $179,663 at 4% or $119,775 at 6%.
202018$959,747$99,198$12,400iApproximate average salary by contribution assumption: employee only about $309,994 at 4% or $206,663 at 6%; with 50% employer match about $206,663 at 4% or $137,775 at 6%; with 100% employer match about $154,997 at 4% or $103,331 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-8$959,747$99,198$12,400iApproximate average salary by contribution assumption: employee only about $309,994 at 4% or $206,663 at 6%; with 50% employer match about $206,663 at 4% or $137,775 at 6%; with 100% employer match about $154,997 at 4% or $103,331 at 6%.
201916$739,049$89,529$14,922iApproximate average salary by contribution assumption: employee only about $373,038 at 4% or $248,692 at 6%; with 50% employer match about $248,692 at 4% or $165,794 at 6%; with 100% employer match about $186,519 at 4% or $124,346 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-6$739,049$89,529$14,922iApproximate average salary by contribution assumption: employee only about $373,038 at 4% or $248,692 at 6%; with 50% employer match about $248,692 at 4% or $165,794 at 6%; with 100% employer match about $186,519 at 4% or $124,346 at 6%.
201816$506,900$67,889$11,315iApproximate average salary by contribution assumption: employee only about $282,871 at 4% or $188,581 at 6%; with 50% employer match about $188,581 at 4% or $125,720 at 6%; with 100% employer match about $141,435 at 4% or $94,290 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-6$506,900$67,889$11,315iApproximate average salary by contribution assumption: employee only about $282,871 at 4% or $188,581 at 6%; with 50% employer match about $188,581 at 4% or $125,720 at 6%; with 100% employer match about $141,435 at 4% or $94,290 at 6%.
201714$470,612$57,472$14,368iApproximate average salary by contribution assumption: employee only about $359,200 at 4% or $239,467 at 6%; with 50% employer match about $239,467 at 4% or $159,644 at 6%; with 100% employer match about $179,600 at 4% or $119,733 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-4$470,612$57,472$14,368iApproximate average salary by contribution assumption: employee only about $359,200 at 4% or $239,467 at 6%; with 50% employer match about $239,467 at 4% or $159,644 at 6%; with 100% employer match about $179,600 at 4% or $119,733 at 6%.
201616$585,405$67,531$11,255iApproximate average salary by contribution assumption: employee only about $281,379 at 4% or $187,586 at 6%; with 50% employer match about $187,586 at 4% or $125,057 at 6%; with 100% employer match about $140,690 at 4% or $93,793 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-6$585,405$67,531$11,255iApproximate average salary by contribution assumption: employee only about $281,379 at 4% or $187,586 at 6%; with 50% employer match about $187,586 at 4% or $125,057 at 6%; with 100% employer match about $140,690 at 4% or $93,793 at 6%.
201516$483,584$78,569$13,095iApproximate average salary by contribution assumption: employee only about $327,371 at 4% or $218,247 at 6%; with 50% employer match about $218,247 at 4% or $145,498 at 6%; with 100% employer match about $163,685 at 4% or $109,124 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-6$483,584$78,569$13,095iApproximate average salary by contribution assumption: employee only about $327,371 at 4% or $218,247 at 6%; with 50% employer match about $218,247 at 4% or $145,498 at 6%; with 100% employer match about $163,685 at 4% or $109,124 at 6%.
201416$436,296$53,155$8,859iApproximate average salary by contribution assumption: employee only about $221,479 at 4% or $147,653 at 6%; with 50% employer match about $147,653 at 4% or $98,435 at 6%; with 100% employer match about $110,740 at 4% or $73,826 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-6$436,296$53,155$8,859iApproximate average salary by contribution assumption: employee only about $221,479 at 4% or $147,653 at 6%; with 50% employer match about $147,653 at 4% or $98,435 at 6%; with 100% employer match about $110,740 at 4% or $73,826 at 6%.
201316$375,994$53,903$8,984iApproximate average salary by contribution assumption: employee only about $224,596 at 4% or $149,731 at 6%; with 50% employer match about $149,731 at 4% or $99,820 at 6%; with 100% employer match about $112,298 at 4% or $74,865 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-6$375,994$53,903$8,984iApproximate average salary by contribution assumption: employee only about $224,596 at 4% or $149,731 at 6%; with 50% employer match about $149,731 at 4% or $99,820 at 6%; with 100% employer match about $112,298 at 4% or $74,865 at 6%.
201214$283,080$65,614$16,404iApproximate average salary by contribution assumption: employee only about $410,088 at 4% or $273,392 at 6%; with 50% employer match about $273,392 at 4% or $182,261 at 6%; with 100% employer match about $205,044 at 4% or $136,696 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-4$283,080$65,614$16,404iApproximate average salary by contribution assumption: employee only about $410,088 at 4% or $273,392 at 6%; with 50% employer match about $273,392 at 4% or $182,261 at 6%; with 100% employer match about $205,044 at 4% or $136,696 at 6%.
201112$188,430$38,058$19,029iApproximate average salary by contribution assumption: employee only about $475,725 at 4% or $317,150 at 6%; with 50% employer match about $317,150 at 4% or $211,433 at 6%; with 100% employer match about $237,863 at 4% or $158,575 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-2$188,430$38,058$19,029iApproximate average salary by contribution assumption: employee only about $475,725 at 4% or $317,150 at 6%; with 50% employer match about $317,150 at 4% or $211,433 at 6%; with 100% employer match about $237,863 at 4% or $158,575 at 6%.
201013$241,314$51,192$17,064iApproximate average salary by contribution assumption: employee only about $426,600 at 4% or $284,400 at 6%; with 50% employer match about $284,400 at 4% or $189,600 at 6%; with 100% employer match about $213,300 at 4% or $142,200 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-3$241,314$51,192$17,064iApproximate average salary by contribution assumption: employee only about $426,600 at 4% or $284,400 at 6%; with 50% employer match about $284,400 at 4% or $189,600 at 6%; with 100% employer match about $213,300 at 4% or $142,200 at 6%.
200914$161,676$24,940$6,235iApproximate average salary by contribution assumption: employee only about $155,875 at 4% or $103,917 at 6%; with 50% employer match about $103,917 at 4% or $69,278 at 6%; with 100% employer match about $77,938 at 4% or $51,958 at 6%.
Karo Financial Services 401(K) Profit Sharing Plan and Trust-4$161,676$24,940$6,235iApproximate average salary by contribution assumption: employee only about $155,875 at 4% or $103,917 at 6%; with 50% employer match about $103,917 at 4% or $69,278 at 6%; with 100% employer match about $77,938 at 4% or $51,958 at 6%.