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401k Sponsoring company profile

KARPUS MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:KARPUS MANAGEMENT, INC.
Employer identification number (EIN):161290558
NAIC Classification:523210
NAIC Description:Securities and Commodity Exchanges

Additional information about KARPUS MANAGEMENT, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about KARPUS MANAGEMENT, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
183 SULLYS TRAIL
PITTSFORD
NY
14534
Date first seen: 2007-01-01
Date last seen: 2025-07-31
USA Location Address
183 SULLY'S TRAIL
PITTSFORD
NY
145344559
Date first seen: 2011-08-25
Date last seen: 2020-02-11
401k Sponsor USA Address
183 SULLYS TRAIL
PITTSFORD
NY
14534
Date first seen: 2007-01-01
Date last seen: 2025-07-31

The following addresses have been found in other jurisdictions:

Jurisdiction:NEW YORK SECRETARY OF STATE - DIVISION OF CORPORATIONS
Address:
KARPUS MANAGEMENT, INC.
PITTSFORD,NY
Jurisdiction Company ID:
Jurisdiction Registration Date:
Jurisdiction:Florida Department of State Division of Corporations
Address:
KARPUS GEORGE W
NAPLES
FL
Jurisdiction Company ID:F11000001074
Jurisdiction Registration Date:2011-03-08

Sponsoring Company Events

DateDescription
2023-11-13161290558 Change of plan name detected from KARPUS INVESTMENT MANAGEMENT PROFIT SHARING PLAN to KARPUS MANAGEMENT, INC. EMPLOYEES\' DEFERRED SAVINGS AND PROFIT SHARING PLAN for plan ID 001

KARPUS MANAGEMENT, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001KARPUS MANAGEMENT, INC. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN2016-07-01 1992-07-01
002KARPUS MANAGEMENT, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN2013-07-01 2002-07-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2014-08-25Employer Contributions $ 48,613
2014-08-25Employee Contributions $ 48,613
2014-07-07Employer Contributions $ 210,000
2014-07-07Employee Contributions $ 210,000
2013-08-02Employer Contributions $ 243,933
2013-08-02Employee Contributions $ 243,933
2012-07-27Employer Contributions $ 251,400
2012-07-27Employee Contributions $ 251,400
2011-08-11Employer Contributions $ 245,362
2011-08-11Employee Contributions $ 245,362

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