Harry I. Katz PC.
Plan context: HARRY I. KATZ, PC CASH BALANCE PLAN
EIN 11-2710933 • Fresh Meadows, NY • 18 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$536,940
2023 Contributions
$80,000
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 |
|---|---|---|---|---|---|
| 2023 | 3 | 6 | $536,940 | $0 | - |
| HARRY I. KATZ, PC CASH BALANCE PLAN | - | 5 | $471,865 | - | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 6 | $65,075 | - | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 2 | 6 | $559,706 | $80,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| HARRY I. KATZ, PC CASH BALANCE PLAN | - | 6 | $497,315 | $80,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Harry I. Katz PC. Profit-Sharing Plan | - | 6 | $62,391 | - | - |
| 2021 | 2 | 6 | $535,707 | $3,500 | $583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%. |
| HARRY I. KATZ, PC CASH BALANCE PLAN | - | 6 | $473,930 | $3,500 | $583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%. |
| Harry I. Katz PC. Profit-Sharing Plan | - | 6 | $61,777 | - | - |
| 2020 | 2 | 6 | $596,196 | $287,217 | $47,870iApproximate average salary by contribution assumption: employee only about $1,196,738 at 4% or $797,825 at 6%; with 50% employer match about $797,825 at 4% or $531,883 at 6%; with 100% employer match about $598,369 at 4% or $398,913 at 6%. |
| HARRY I. KATZ, PC CASH BALANCE PLAN | - | 6 | $534,180 | $266,955 | $44,493iApproximate average salary by contribution assumption: employee only about $1,112,313 at 4% or $741,542 at 6%; with 50% employer match about $741,542 at 4% or $494,361 at 6%; with 100% employer match about $556,156 at 4% or $370,771 at 6%. |
| Harry I. Katz PC. Profit-Sharing Plan | - | 6 | $62,016 | $20,262 | $3,377iApproximate average salary by contribution assumption: employee only about $84,425 at 4% or $56,283 at 6%; with 50% employer match about $56,283 at 4% or $37,522 at 6%; with 100% employer match about $42,213 at 4% or $28,142 at 6%. |
| 2019 | 2 | 6 | $307,375 | $2,400 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| HARRY I. KATZ, PC CASH BALANCE PLAN | - | 6 | $265,840 | $2,400 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Harry I. Katz PC. Profit-Sharing Plan | - | 6 | $41,535 | - | - |
| 2018 | 2 | 6 | $299,768 | $299,768 | $49,961iApproximate average salary by contribution assumption: employee only about $1,249,033 at 4% or $832,689 at 6%; with 50% employer match about $832,689 at 4% or $555,126 at 6%; with 100% employer match about $624,517 at 4% or $416,344 at 6%. |
| HARRY I. KATZ, PC CASH BALANCE PLAN | - | 6 | $258,942 | $258,942 | $43,157iApproximate average salary by contribution assumption: employee only about $1,078,925 at 4% or $719,283 at 6%; with 50% employer match about $719,283 at 4% or $479,522 at 6%; with 100% employer match about $539,463 at 4% or $359,642 at 6%. |
| Harry I. Katz PC. Profit-Sharing Plan | - | 6 | $40,826 | $40,826 | $6,804iApproximate average salary by contribution assumption: employee only about $170,108 at 4% or $113,406 at 6%; with 50% employer match about $113,406 at 4% or $75,604 at 6%; with 100% employer match about $85,054 at 4% or $56,703 at 6%. |
| 2003 | 1 | 1 | $92,402 | $0 | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 1 | $92,402 | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $196,361 | $0 | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 2 | $196,361 | - | - |
| 1999 | 1 | 2 | $141,607 | $0 | - |
| Harry I. Katz PC. Profit-Sharing Plan | - | 2 | $141,607 | - | - |