Civic Intelligence

Katz & Stephens

Plan context: Katz & Stephens Savings Plan & Trust

EIN 13-3841417 • New York, NY • 15 filings • 1 plans

450 7th Avenue 37th FloorNew York, NY 10123
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$716,934

2014 Contributions

$56,557

Historical Graphs

Total Assets Over Time

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

$909,903$454,952$0199920092013YearValue
$716,934Latest year 2013

Participants Over Time

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

530199920062013YearValue
1Latest year 2013

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
201410$0$56,557-
Katz & Stephens Savings Plan & Trust-0$0$56,557-
201311$716,934$31,750$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
Katz & Stephens Savings Plan & Trust-1$716,934$31,750$31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%.
201211$617,913$27,958$27,958iApproximate average salary by contribution assumption: employee only about $698,950 at 4% or $465,967 at 6%; with 50% employer match about $465,967 at 4% or $310,644 at 6%; with 100% employer match about $349,475 at 4% or $232,983 at 6%.
Katz & Stephens Savings Plan & Trust-1$617,913$27,958$27,958iApproximate average salary by contribution assumption: employee only about $698,950 at 4% or $465,967 at 6%; with 50% employer match about $465,967 at 4% or $310,644 at 6%; with 100% employer match about $349,475 at 4% or $232,983 at 6%.
201113$711,055$33,470$11,157iApproximate average salary by contribution assumption: employee only about $278,917 at 4% or $185,944 at 6%; with 50% employer match about $185,944 at 4% or $123,963 at 6%; with 100% employer match about $139,458 at 4% or $92,972 at 6%.
Katz & Stephens Savings Plan & Trust-3$711,055$33,470$11,157iApproximate average salary by contribution assumption: employee only about $278,917 at 4% or $185,944 at 6%; with 50% employer match about $185,944 at 4% or $123,963 at 6%; with 100% employer match about $139,458 at 4% or $92,972 at 6%.
201013$618,312$29,174$9,725iApproximate average salary by contribution assumption: employee only about $243,117 at 4% or $162,078 at 6%; with 50% employer match about $162,078 at 4% or $108,052 at 6%; with 100% employer match about $121,558 at 4% or $81,039 at 6%.
Katz & Stephens Savings Plan & Trust-3$618,312$29,174$9,725iApproximate average salary by contribution assumption: employee only about $243,117 at 4% or $162,078 at 6%; with 50% employer match about $162,078 at 4% or $108,052 at 6%; with 100% employer match about $121,558 at 4% or $81,039 at 6%.
200913$504,188$28,471$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
Katz & Stephens Savings Plan & Trust-3$504,188$28,471$9,490iApproximate average salary by contribution assumption: employee only about $237,258 at 4% or $158,172 at 6%; with 50% employer match about $158,172 at 4% or $105,448 at 6%; with 100% employer match about $118,629 at 4% or $79,086 at 6%.
200813$0$0-
Katz & Stephens Savings Plan & Trust-3---
200615$909,903$110,341$22,068iApproximate average salary by contribution assumption: employee only about $551,705 at 4% or $367,803 at 6%; with 50% employer match about $367,803 at 4% or $245,202 at 6%; with 100% employer match about $275,853 at 4% or $183,902 at 6%.
Katz & Stephens Savings Plan & Trust-5$909,903$110,341$22,068iApproximate average salary by contribution assumption: employee only about $551,705 at 4% or $367,803 at 6%; with 50% employer match about $367,803 at 4% or $245,202 at 6%; with 100% employer match about $275,853 at 4% or $183,902 at 6%.
200515$722,151$107,342$21,468iApproximate average salary by contribution assumption: employee only about $536,710 at 4% or $357,807 at 6%; with 50% employer match about $357,807 at 4% or $238,538 at 6%; with 100% employer match about $268,355 at 4% or $178,903 at 6%.
Katz & Stephens Savings Plan & Trust-5$722,151$107,342$21,468iApproximate average salary by contribution assumption: employee only about $536,710 at 4% or $357,807 at 6%; with 50% employer match about $357,807 at 4% or $238,538 at 6%; with 100% employer match about $268,355 at 4% or $178,903 at 6%.
200415$702,499$101,371$20,274iApproximate average salary by contribution assumption: employee only about $506,855 at 4% or $337,903 at 6%; with 50% employer match about $337,903 at 4% or $225,269 at 6%; with 100% employer match about $253,428 at 4% or $168,952 at 6%.
Katz & Stephens Savings Plan & Trust-5$702,499$101,371$20,274iApproximate average salary by contribution assumption: employee only about $506,855 at 4% or $337,903 at 6%; with 50% employer match about $337,903 at 4% or $225,269 at 6%; with 100% employer match about $253,428 at 4% or $168,952 at 6%.
200315$551,933$93,100$18,620iApproximate average salary by contribution assumption: employee only about $465,500 at 4% or $310,333 at 6%; with 50% employer match about $310,333 at 4% or $206,889 at 6%; with 100% employer match about $232,750 at 4% or $155,167 at 6%.
Katz & Stephens Savings Plan & Trust-5$551,933$93,100$18,620iApproximate average salary by contribution assumption: employee only about $465,500 at 4% or $310,333 at 6%; with 50% employer match about $310,333 at 4% or $206,889 at 6%; with 100% employer match about $232,750 at 4% or $155,167 at 6%.
200215$0$0-
Katz & Stephens Savings Plan & Trust-5---
200113$0$0-
Katz & Stephens Savings Plan & Trust-3---
200015$0$0-
Katz & Stephens Savings Plan & Trust-5---
199915$314,099$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Katz & Stephens Savings Plan & Trust-5$314,099$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.