Civic Intelligence

Katz & Bloom LLC

Plan context: Katz & Bloom LLC Keogh Plan

EIN 11-3245766 • Jericho, NY • 8 filings • 3 plans

500 N Orth Broadway Ste 145Jericho, NY 11753
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$1,970,237

2009 Contributions

$24,000

Historical Graphs

Total Assets Over Time

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

$1,970,237$985,119$0199920052006YearValue
$1,970,237Latest year 2006

Participants Over Time

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

420199920052009YearValue
1Latest year 2009

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
200911$0$0-
Katz & Bloom LLC Keogh Plan-1---
200714$0$0-
KATZ & BLOOM, LLC PROFIT SHARING PLAN-4---
200611$1,970,237$0-
Katz & Bloom LLC Keogh Plan-1$1,970,237--
200511$1,578,823$0-
Katz & Bloom LLC Keogh Plan-1$1,578,823--
200211$0$0-
Katz & Bloom LLC Keogh Plan-1---
200111$1,189,977$0-
Katz & Bloom LLC Keogh Plan-1$1,189,977--
200011$0$0-
Katz & Bloom LLC Keogh Plan-1---
199912$1,248,251$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Katz & Bloom LLC Keogh Plan-2$1,248,251$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.