Bernard Katz
Plan context: Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype
EIN 13-3739120 • Eastchester, NY • 25 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,659,225
2024 Contributions
$18,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $3,659,225 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | $3,659,225 | - | - |
| 2023 | 1 | 4 | $3,234,467 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $3,234,467 | - | - |
| 2022 | 1 | 4 | $2,796,213 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $2,796,213 | - | - |
| 2021 | 1 | 4 | $3,486,029 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $3,486,029 | - | - |
| 2020 | 1 | 4 | $2,941,741 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $2,941,741 | - | - |
| 2019 | 1 | 4 | $2,496,284 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $2,496,284 | - | - |
| 2018 | 1 | 4 | $2,098,641 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $2,098,641 | - | - |
| 2017 | 1 | 4 | $2,305,556 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $2,305,556 | - | - |
| 2016 | 1 | 5 | $2,228,371 | $18,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 5 | $2,228,371 | $18,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| 2015 | 1 | 5 | $2,118,794 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 5 | $2,118,794 | - | - |
| 2014 | 1 | 5 | $2,090,679 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 5 | $2,090,679 | - | - |
| 2013 | 1 | 6 | $2,217,386 | $13,698 | $2,283iApproximate average salary by contribution assumption: employee only about $57,075 at 4% or $38,050 at 6%; with 50% employer match about $38,050 at 4% or $25,367 at 6%; with 100% employer match about $28,538 at 4% or $19,025 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 6 | $2,217,386 | $13,698 | $2,283iApproximate average salary by contribution assumption: employee only about $57,075 at 4% or $38,050 at 6%; with 50% employer match about $38,050 at 4% or $25,367 at 6%; with 100% employer match about $28,538 at 4% or $19,025 at 6%. |
| 2012 | 1 | 6 | $2,157,789 | $35,698 | $5,950iApproximate average salary by contribution assumption: employee only about $148,742 at 4% or $99,161 at 6%; with 50% employer match about $99,161 at 4% or $66,107 at 6%; with 100% employer match about $74,371 at 4% or $49,581 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 6 | $2,157,789 | $35,698 | $5,950iApproximate average salary by contribution assumption: employee only about $148,742 at 4% or $99,161 at 6%; with 50% employer match about $99,161 at 4% or $66,107 at 6%; with 100% employer match about $74,371 at 4% or $49,581 at 6%. |
| 2011 | 1 | 6 | $2,069,137 | $25,848 | $4,308iApproximate average salary by contribution assumption: employee only about $107,700 at 4% or $71,800 at 6%; with 50% employer match about $71,800 at 4% or $47,867 at 6%; with 100% employer match about $53,850 at 4% or $35,900 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 6 | $2,069,137 | $25,848 | $4,308iApproximate average salary by contribution assumption: employee only about $107,700 at 4% or $71,800 at 6%; with 50% employer match about $71,800 at 4% or $47,867 at 6%; with 100% employer match about $53,850 at 4% or $35,900 at 6%. |
| 2010 | 1 | 4 | $0 | $3,773 | $943iApproximate average salary by contribution assumption: employee only about $23,581 at 4% or $15,721 at 6%; with 50% employer match about $15,721 at 4% or $10,481 at 6%; with 100% employer match about $11,791 at 4% or $7,860 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | - | $3,773 | $943iApproximate average salary by contribution assumption: employee only about $23,581 at 4% or $15,721 at 6%; with 50% employer match about $15,721 at 4% or $10,481 at 6%; with 100% employer match about $11,791 at 4% or $7,860 at 6%. |
| 2009 | 1 | 4 | $486,941 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | $486,941 | - | - |
| 2008 | 1 | 3 | $430,147 | $16,140 | $5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | $430,147 | $16,140 | $5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | - | - | - |
| 2006 | 1 | 3 | $508,681 | $30,500 | $10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | $508,681 | $30,500 | $10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%. |
| 2005 | 1 | 3 | $0 | $30,500 | $10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | - | $30,500 | $10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%. |
| 2004 | 1 | 3 | $383,177 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | $383,177 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| 2003 | 1 | 3 | $343,766 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | $343,766 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 3 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype | - | 4 | - | - | - |