Civic Intelligence

Katz Associates

Plan context: Katz Associates Defined Benefit Plan

EIN 13-3757441 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$532,844

2008 Contributions

$120,617

Historical Graphs

Total Assets Over Time

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

$532,844$266,422$0199920042007YearValue
$532,844Latest year 2007

Participants Over Time

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

210199920032007YearValue
1Latest year 2007

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
200810$0$0-
Katz Associates Defined Benefit Plan-0---
200711$532,844$0-
Katz Associates Defined Benefit Plan-1$532,844--
200612$514,594$120,617$60,309iApproximate average salary by contribution assumption: employee only about $1,507,713 at 4% or $1,005,142 at 6%; with 50% employer match about $1,005,142 at 4% or $670,094 at 6%; with 100% employer match about $753,856 at 4% or $502,571 at 6%.
Katz Associates Defined Benefit Plan-2$514,594$120,617$60,309iApproximate average salary by contribution assumption: employee only about $1,507,713 at 4% or $1,005,142 at 6%; with 50% employer match about $1,005,142 at 4% or $670,094 at 6%; with 100% employer match about $753,856 at 4% or $502,571 at 6%.
200512$339,762$37,635$18,818iApproximate average salary by contribution assumption: employee only about $470,438 at 4% or $313,625 at 6%; with 50% employer match about $313,625 at 4% or $209,083 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%.
Katz Associates Defined Benefit Plan-2$339,762$37,635$18,818iApproximate average salary by contribution assumption: employee only about $470,438 at 4% or $313,625 at 6%; with 50% employer match about $313,625 at 4% or $209,083 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%.
200412$286,290$36,043$18,022iApproximate average salary by contribution assumption: employee only about $450,538 at 4% or $300,358 at 6%; with 50% employer match about $300,358 at 4% or $200,239 at 6%; with 100% employer match about $225,269 at 4% or $150,179 at 6%.
Katz Associates Defined Benefit Plan-2$286,290$36,043$18,022iApproximate average salary by contribution assumption: employee only about $450,538 at 4% or $300,358 at 6%; with 50% employer match about $300,358 at 4% or $200,239 at 6%; with 100% employer match about $225,269 at 4% or $150,179 at 6%.
200311$226,881$34,537$34,537iApproximate average salary by contribution assumption: employee only about $863,425 at 4% or $575,617 at 6%; with 50% employer match about $575,617 at 4% or $383,744 at 6%; with 100% employer match about $431,713 at 4% or $287,808 at 6%.
Katz Associates Defined Benefit Plan-1$226,881$34,537$34,537iApproximate average salary by contribution assumption: employee only about $863,425 at 4% or $575,617 at 6%; with 50% employer match about $575,617 at 4% or $383,744 at 6%; with 100% employer match about $431,713 at 4% or $287,808 at 6%.
200211$145,196$41,364$41,364iApproximate average salary by contribution assumption: employee only about $1,034,100 at 4% or $689,400 at 6%; with 50% employer match about $689,400 at 4% or $459,600 at 6%; with 100% employer match about $517,050 at 4% or $344,700 at 6%.
Katz Associates Defined Benefit Plan-1$145,196$41,364$41,364iApproximate average salary by contribution assumption: employee only about $1,034,100 at 4% or $689,400 at 6%; with 50% employer match about $689,400 at 4% or $459,600 at 6%; with 100% employer match about $517,050 at 4% or $344,700 at 6%.
200111$0$0-
Katz Associates Defined Benefit Plan-1---
200011$107,453$33,088$33,088iApproximate average salary by contribution assumption: employee only about $827,200 at 4% or $551,467 at 6%; with 50% employer match about $551,467 at 4% or $367,644 at 6%; with 100% employer match about $413,600 at 4% or $275,733 at 6%.
Katz Associates Defined Benefit Plan-1$107,453$33,088$33,088iApproximate average salary by contribution assumption: employee only about $827,200 at 4% or $551,467 at 6%; with 50% employer match about $551,467 at 4% or $367,644 at 6%; with 100% employer match about $413,600 at 4% or $275,733 at 6%.
199912$107,248$43,970$21,985iApproximate average salary by contribution assumption: employee only about $549,625 at 4% or $366,417 at 6%; with 50% employer match about $366,417 at 4% or $244,278 at 6%; with 100% employer match about $274,813 at 4% or $183,208 at 6%.
Katz Associates Defined Benefit Plan-2$107,248$43,970$21,985iApproximate average salary by contribution assumption: employee only about $549,625 at 4% or $366,417 at 6%; with 50% employer match about $366,417 at 4% or $244,278 at 6%; with 100% employer match about $274,813 at 4% or $183,208 at 6%.