Civic Intelligence

David M. Katzenberg, CPA

Plan context: David M. Katzenberg, CPA Pension Plan

EIN 13-3192711 • Great Neck, NY • 26 filings • 1 plans

12 Vista Hill RoadGreat Neck, NY 11021
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,007,960

2024 Contributions

$250,000

Historical Graphs

Total Assets Over Time

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

$3,728,622$1,864,311$0199920132024YearValue
$3,007,960Latest year 2024

Participants Over Time

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

210199920122024YearValue
2Latest 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
202412$3,007,960$0-
David M. Katzenberg, CPA Pension Plan-2$3,007,960$0-
202312$3,196,516$0-
David M. Katzenberg, CPA Pension Plan-2$3,196,516--
202212$3,004,669$0-
David M. Katzenberg, CPA Pension Plan-2$3,004,669$0-
202112$3,728,622$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
David M. Katzenberg, CPA Pension Plan-2$3,728,622$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
202012$3,306,023$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
David M. Katzenberg, CPA Pension Plan-2$3,306,023$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
201912$2,736,292$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
David M. Katzenberg, CPA Pension Plan-2$2,736,292$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
201812$2,202,436$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
David M. Katzenberg, CPA Pension Plan-2$2,202,436$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
201712$2,181,272$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
David M. Katzenberg, CPA Pension Plan-2$2,181,272$325,000$162,500iApproximate average salary by contribution assumption: employee only about $4,062,500 at 4% or $2,708,333 at 6%; with 50% employer match about $2,708,333 at 4% or $1,805,556 at 6%; with 100% employer match about $2,031,250 at 4% or $1,354,167 at 6%.
201612$1,719,723$210,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
David M. Katzenberg, CPA Pension Plan-2$1,719,723$210,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
201512$1,476,830$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
David M. Katzenberg, CPA Pension Plan-2$1,476,830$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201412$1,392,597$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
David M. Katzenberg, CPA Pension Plan-2$1,392,597$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
201312$1,233,678$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
David M. Katzenberg, CPA Pension Plan-2$1,233,678$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
201212$890,238$53,341$26,671iApproximate average salary by contribution assumption: employee only about $666,763 at 4% or $444,508 at 6%; with 50% employer match about $444,508 at 4% or $296,339 at 6%; with 100% employer match about $333,381 at 4% or $222,254 at 6%.
David M. Katzenberg, CPA Pension Plan-2$890,238$53,341$26,671iApproximate average salary by contribution assumption: employee only about $666,763 at 4% or $444,508 at 6%; with 50% employer match about $444,508 at 4% or $296,339 at 6%; with 100% employer match about $333,381 at 4% or $222,254 at 6%.
201112$763,109$57,954$28,977iApproximate average salary by contribution assumption: employee only about $724,425 at 4% or $482,950 at 6%; with 50% employer match about $482,950 at 4% or $321,967 at 6%; with 100% employer match about $362,213 at 4% or $241,475 at 6%.
David M. Katzenberg, CPA Pension Plan-2$763,109$57,954$28,977iApproximate average salary by contribution assumption: employee only about $724,425 at 4% or $482,950 at 6%; with 50% employer match about $482,950 at 4% or $321,967 at 6%; with 100% employer match about $362,213 at 4% or $241,475 at 6%.
201012$660,748$47,119$23,560iApproximate average salary by contribution assumption: employee only about $588,988 at 4% or $392,658 at 6%; with 50% employer match about $392,658 at 4% or $261,772 at 6%; with 100% employer match about $294,494 at 4% or $196,329 at 6%.
David M. Katzenberg, CPA Pension Plan-2$660,748$47,119$23,560iApproximate average salary by contribution assumption: employee only about $588,988 at 4% or $392,658 at 6%; with 50% employer match about $392,658 at 4% or $261,772 at 6%; with 100% employer match about $294,494 at 4% or $196,329 at 6%.
200912$600,957$50,804$25,402iApproximate average salary by contribution assumption: employee only about $635,050 at 4% or $423,367 at 6%; with 50% employer match about $423,367 at 4% or $282,244 at 6%; with 100% employer match about $317,525 at 4% or $211,683 at 6%.
David M. Katzenberg, CPA Pension Plan-2$600,957$50,804$25,402iApproximate average salary by contribution assumption: employee only about $635,050 at 4% or $423,367 at 6%; with 50% employer match about $423,367 at 4% or $282,244 at 6%; with 100% employer match about $317,525 at 4% or $211,683 at 6%.
200811$487,983$27,459$27,459iApproximate average salary by contribution assumption: employee only about $686,475 at 4% or $457,650 at 6%; with 50% employer match about $457,650 at 4% or $305,100 at 6%; with 100% employer match about $343,238 at 4% or $228,825 at 6%.
David M. Katzenberg, CPA Pension Plan-1$487,983$27,459$27,459iApproximate average salary by contribution assumption: employee only about $686,475 at 4% or $457,650 at 6%; with 50% employer match about $457,650 at 4% or $305,100 at 6%; with 100% employer match about $343,238 at 4% or $228,825 at 6%.
200711$0$0-
David M. Katzenberg, CPA Pension Plan-1---
200611$498,991$43,774$43,774iApproximate average salary by contribution assumption: employee only about $1,094,350 at 4% or $729,567 at 6%; with 50% employer match about $729,567 at 4% or $486,378 at 6%; with 100% employer match about $547,175 at 4% or $364,783 at 6%.
David M. Katzenberg, CPA Pension Plan-1$498,991$43,774$43,774iApproximate average salary by contribution assumption: employee only about $1,094,350 at 4% or $729,567 at 6%; with 50% employer match about $729,567 at 4% or $486,378 at 6%; with 100% employer match about $547,175 at 4% or $364,783 at 6%.
200511$414,341$39,656$39,656iApproximate average salary by contribution assumption: employee only about $991,400 at 4% or $660,933 at 6%; with 50% employer match about $660,933 at 4% or $440,622 at 6%; with 100% employer match about $495,700 at 4% or $330,467 at 6%.
David M. Katzenberg, CPA Pension Plan-1$414,341$39,656$39,656iApproximate average salary by contribution assumption: employee only about $991,400 at 4% or $660,933 at 6%; with 50% employer match about $660,933 at 4% or $440,622 at 6%; with 100% employer match about $495,700 at 4% or $330,467 at 6%.
200411$437,746$39,135$39,135iApproximate average salary by contribution assumption: employee only about $978,375 at 4% or $652,250 at 6%; with 50% employer match about $652,250 at 4% or $434,833 at 6%; with 100% employer match about $489,188 at 4% or $326,125 at 6%.
David M. Katzenberg, CPA Pension Plan-1$437,746$39,135$39,135iApproximate average salary by contribution assumption: employee only about $978,375 at 4% or $652,250 at 6%; with 50% employer match about $652,250 at 4% or $434,833 at 6%; with 100% employer match about $489,188 at 4% or $326,125 at 6%.
200311$362,541$38,163$38,163iApproximate average salary by contribution assumption: employee only about $954,075 at 4% or $636,050 at 6%; with 50% employer match about $636,050 at 4% or $424,033 at 6%; with 100% employer match about $477,038 at 4% or $318,025 at 6%.
David M. Katzenberg, CPA Pension Plan-1$362,541$38,163$38,163iApproximate average salary by contribution assumption: employee only about $954,075 at 4% or $636,050 at 6%; with 50% employer match about $636,050 at 4% or $424,033 at 6%; with 100% employer match about $477,038 at 4% or $318,025 at 6%.
200211$265,813$38,140$38,140iApproximate average salary by contribution assumption: employee only about $953,500 at 4% or $635,667 at 6%; with 50% employer match about $635,667 at 4% or $423,778 at 6%; with 100% employer match about $476,750 at 4% or $317,833 at 6%.
David M. Katzenberg, CPA Pension Plan-1$265,813$38,140$38,140iApproximate average salary by contribution assumption: employee only about $953,500 at 4% or $635,667 at 6%; with 50% employer match about $635,667 at 4% or $423,778 at 6%; with 100% employer match about $476,750 at 4% or $317,833 at 6%.
200111$0$0-
David M. Katzenberg, CPA Pension Plan-1---
200011$0$0-
David M. Katzenberg, CPA Pension Plan-1---
199911$332,209$13,042$13,042iApproximate average salary by contribution assumption: employee only about $326,050 at 4% or $217,367 at 6%; with 50% employer match about $217,367 at 4% or $144,911 at 6%; with 100% employer match about $163,025 at 4% or $108,683 at 6%.
David M. Katzenberg, CPA Pension Plan-1$332,209$13,042$13,042iApproximate average salary by contribution assumption: employee only about $326,050 at 4% or $217,367 at 6%; with 50% employer match about $217,367 at 4% or $144,911 at 6%; with 100% employer match about $163,025 at 4% or $108,683 at 6%.