Lacy Katzen LLP
Plan context: Lacy Katzen LLP Savings & Retirement Plan
EIN 16-0766167 • Rochester, NY • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
99
2024 Assets
$17,680,462
2024 Contributions
$872,160
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 | 99 | $17,680,462 | $872,160 | $8,810iApproximate average salary by contribution assumption: employee only about $220,242 at 4% or $146,828 at 6%; with 50% employer match about $146,828 at 4% or $97,886 at 6%; with 100% employer match about $110,121 at 4% or $73,414 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 99 | $17,680,462 | $872,160 | $8,810iApproximate average salary by contribution assumption: employee only about $220,242 at 4% or $146,828 at 6%; with 50% employer match about $146,828 at 4% or $97,886 at 6%; with 100% employer match about $110,121 at 4% or $73,414 at 6%. |
| 2023 | 1 | 93 | $18,011,789 | $746,368 | $8,025iApproximate average salary by contribution assumption: employee only about $200,637 at 4% or $133,758 at 6%; with 50% employer match about $133,758 at 4% or $89,172 at 6%; with 100% employer match about $100,318 at 4% or $66,879 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 93 | $18,011,789 | $746,368 | $8,025iApproximate average salary by contribution assumption: employee only about $200,637 at 4% or $133,758 at 6%; with 50% employer match about $133,758 at 4% or $89,172 at 6%; with 100% employer match about $100,318 at 4% or $66,879 at 6%. |
| 2022 | 1 | 90 | $15,122,210 | $787,088 | $8,745iApproximate average salary by contribution assumption: employee only about $218,636 at 4% or $145,757 at 6%; with 50% employer match about $145,757 at 4% or $97,171 at 6%; with 100% employer match about $109,318 at 4% or $72,879 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 90 | $15,122,210 | $787,088 | $8,745iApproximate average salary by contribution assumption: employee only about $218,636 at 4% or $145,757 at 6%; with 50% employer match about $145,757 at 4% or $97,171 at 6%; with 100% employer match about $109,318 at 4% or $72,879 at 6%. |
| 2021 | 1 | 93 | $17,543,457 | $777,895 | $8,364iApproximate average salary by contribution assumption: employee only about $209,112 at 4% or $139,408 at 6%; with 50% employer match about $139,408 at 4% or $92,938 at 6%; with 100% employer match about $104,556 at 4% or $69,704 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 93 | $17,543,457 | $777,895 | $8,364iApproximate average salary by contribution assumption: employee only about $209,112 at 4% or $139,408 at 6%; with 50% employer match about $139,408 at 4% or $92,938 at 6%; with 100% employer match about $104,556 at 4% or $69,704 at 6%. |
| 2020 | 1 | 96 | $15,275,513 | $1,048,457 | $10,921iApproximate average salary by contribution assumption: employee only about $273,036 at 4% or $182,024 at 6%; with 50% employer match about $182,024 at 4% or $121,349 at 6%; with 100% employer match about $136,518 at 4% or $91,012 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 96 | $15,275,513 | $1,048,457 | $10,921iApproximate average salary by contribution assumption: employee only about $273,036 at 4% or $182,024 at 6%; with 50% employer match about $182,024 at 4% or $121,349 at 6%; with 100% employer match about $136,518 at 4% or $91,012 at 6%. |
| 2019 | 1 | 85 | $16,208,617 | $1,037,262 | $12,203iApproximate average salary by contribution assumption: employee only about $305,077 at 4% or $203,385 at 6%; with 50% employer match about $203,385 at 4% or $135,590 at 6%; with 100% employer match about $152,539 at 4% or $101,692 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 85 | $16,208,617 | $1,037,262 | $12,203iApproximate average salary by contribution assumption: employee only about $305,077 at 4% or $203,385 at 6%; with 50% employer match about $203,385 at 4% or $135,590 at 6%; with 100% employer match about $152,539 at 4% or $101,692 at 6%. |
| 2018 | 1 | 97 | $16,128,866 | $968,967 | $9,989iApproximate average salary by contribution assumption: employee only about $249,734 at 4% or $166,489 at 6%; with 50% employer match about $166,489 at 4% or $110,993 at 6%; with 100% employer match about $124,867 at 4% or $83,245 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 97 | $16,128,866 | $968,967 | $9,989iApproximate average salary by contribution assumption: employee only about $249,734 at 4% or $166,489 at 6%; with 50% employer match about $166,489 at 4% or $110,993 at 6%; with 100% employer match about $124,867 at 4% or $83,245 at 6%. |
| 2017 | 1 | 91 | $18,710,079 | $941,917 | $10,351iApproximate average salary by contribution assumption: employee only about $258,768 at 4% or $172,512 at 6%; with 50% employer match about $172,512 at 4% or $115,008 at 6%; with 100% employer match about $129,384 at 4% or $86,256 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 91 | $18,710,079 | $941,917 | $10,351iApproximate average salary by contribution assumption: employee only about $258,768 at 4% or $172,512 at 6%; with 50% employer match about $172,512 at 4% or $115,008 at 6%; with 100% employer match about $129,384 at 4% or $86,256 at 6%. |
| 2016 | 1 | 90 | $15,496,709 | $909,581 | $10,106iApproximate average salary by contribution assumption: employee only about $252,661 at 4% or $168,441 at 6%; with 50% employer match about $168,441 at 4% or $112,294 at 6%; with 100% employer match about $126,331 at 4% or $84,220 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 90 | $15,496,709 | $909,581 | $10,106iApproximate average salary by contribution assumption: employee only about $252,661 at 4% or $168,441 at 6%; with 50% employer match about $168,441 at 4% or $112,294 at 6%; with 100% employer match about $126,331 at 4% or $84,220 at 6%. |
| 2015 | 1 | 97 | $13,513,179 | $910,347 | $9,385iApproximate average salary by contribution assumption: employee only about $234,626 at 4% or $156,417 at 6%; with 50% employer match about $156,417 at 4% or $104,278 at 6%; with 100% employer match about $117,313 at 4% or $78,209 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 97 | $13,513,179 | $910,347 | $9,385iApproximate average salary by contribution assumption: employee only about $234,626 at 4% or $156,417 at 6%; with 50% employer match about $156,417 at 4% or $104,278 at 6%; with 100% employer match about $117,313 at 4% or $78,209 at 6%. |
| 2014 | 1 | 89 | $12,894,610 | $859,120 | $9,653iApproximate average salary by contribution assumption: employee only about $241,326 at 4% or $160,884 at 6%; with 50% employer match about $160,884 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 89 | $12,894,610 | $859,120 | $9,653iApproximate average salary by contribution assumption: employee only about $241,326 at 4% or $160,884 at 6%; with 50% employer match about $160,884 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%. |
| 2013 | 1 | 95 | $11,713,024 | $725,546 | $7,637iApproximate average salary by contribution assumption: employee only about $190,933 at 4% or $127,289 at 6%; with 50% employer match about $127,289 at 4% or $84,859 at 6%; with 100% employer match about $95,467 at 4% or $63,644 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 95 | $11,713,024 | $725,546 | $7,637iApproximate average salary by contribution assumption: employee only about $190,933 at 4% or $127,289 at 6%; with 50% employer match about $127,289 at 4% or $84,859 at 6%; with 100% employer match about $95,467 at 4% or $63,644 at 6%. |
| 2012 | 1 | 86 | $9,662,319 | $744,275 | $8,654iApproximate average salary by contribution assumption: employee only about $216,359 at 4% or $144,239 at 6%; with 50% employer match about $144,239 at 4% or $96,160 at 6%; with 100% employer match about $108,180 at 4% or $72,120 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 86 | $9,662,319 | $744,275 | $8,654iApproximate average salary by contribution assumption: employee only about $216,359 at 4% or $144,239 at 6%; with 50% employer match about $144,239 at 4% or $96,160 at 6%; with 100% employer match about $108,180 at 4% or $72,120 at 6%. |
| 2011 | 1 | 89 | $8,572,893 | $739,010 | $8,303iApproximate average salary by contribution assumption: employee only about $207,587 at 4% or $138,391 at 6%; with 50% employer match about $138,391 at 4% or $92,261 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 89 | $8,572,893 | $739,010 | $8,303iApproximate average salary by contribution assumption: employee only about $207,587 at 4% or $138,391 at 6%; with 50% employer match about $138,391 at 4% or $92,261 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%. |
| 2010 | 1 | 80 | $8,262,934 | $649,010 | $8,113iApproximate average salary by contribution assumption: employee only about $202,816 at 4% or $135,210 at 6%; with 50% employer match about $135,210 at 4% or $90,140 at 6%; with 100% employer match about $101,408 at 4% or $67,605 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 80 | $8,262,934 | $649,010 | $8,113iApproximate average salary by contribution assumption: employee only about $202,816 at 4% or $135,210 at 6%; with 50% employer match about $135,210 at 4% or $90,140 at 6%; with 100% employer match about $101,408 at 4% or $67,605 at 6%. |
| 2009 | 1 | 99 | $7,337,313 | $654,105 | $6,607iApproximate average salary by contribution assumption: employee only about $165,178 at 4% or $110,119 at 6%; with 50% employer match about $110,119 at 4% or $73,412 at 6%; with 100% employer match about $82,589 at 4% or $55,059 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 99 | $7,337,313 | $654,105 | $6,607iApproximate average salary by contribution assumption: employee only about $165,178 at 4% or $110,119 at 6%; with 50% employer match about $110,119 at 4% or $73,412 at 6%; with 100% employer match about $82,589 at 4% or $55,059 at 6%. |
| 2008 | 1 | 63 | $5,752,920 | $1,018,835 | $16,172iApproximate average salary by contribution assumption: employee only about $404,300 at 4% or $269,533 at 6%; with 50% employer match about $269,533 at 4% or $179,689 at 6%; with 100% employer match about $202,150 at 4% or $134,767 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 63 | $5,752,920 | $1,018,835 | $16,172iApproximate average salary by contribution assumption: employee only about $404,300 at 4% or $269,533 at 6%; with 50% employer match about $269,533 at 4% or $179,689 at 6%; with 100% employer match about $202,150 at 4% or $134,767 at 6%. |
| 2007 | 1 | 73 | $0 | $0 | - |
| Lacy Katzen LLP Savings & Retirement Plan | - | 73 | - | - | - |
| 2006 | 1 | 69 | $8,471,286 | $606,159 | $8,785iApproximate average salary by contribution assumption: employee only about $219,623 at 4% or $146,415 at 6%; with 50% employer match about $146,415 at 4% or $97,610 at 6%; with 100% employer match about $109,811 at 4% or $73,208 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 69 | $8,471,286 | $606,159 | $8,785iApproximate average salary by contribution assumption: employee only about $219,623 at 4% or $146,415 at 6%; with 50% employer match about $146,415 at 4% or $97,610 at 6%; with 100% employer match about $109,811 at 4% or $73,208 at 6%. |
| 2005 | 1 | 65 | $7,267,062 | $510,787 | $7,858iApproximate average salary by contribution assumption: employee only about $196,457 at 4% or $130,971 at 6%; with 50% employer match about $130,971 at 4% or $87,314 at 6%; with 100% employer match about $98,228 at 4% or $65,486 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 65 | $7,267,062 | $510,787 | $7,858iApproximate average salary by contribution assumption: employee only about $196,457 at 4% or $130,971 at 6%; with 50% employer match about $130,971 at 4% or $87,314 at 6%; with 100% employer match about $98,228 at 4% or $65,486 at 6%. |
| 2004 | 1 | 71 | $6,879,146 | $517,092 | $7,283iApproximate average salary by contribution assumption: employee only about $182,075 at 4% or $121,383 at 6%; with 50% employer match about $121,383 at 4% or $80,922 at 6%; with 100% employer match about $91,037 at 4% or $60,692 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 71 | $6,879,146 | $517,092 | $7,283iApproximate average salary by contribution assumption: employee only about $182,075 at 4% or $121,383 at 6%; with 50% employer match about $121,383 at 4% or $80,922 at 6%; with 100% employer match about $91,037 at 4% or $60,692 at 6%. |
| 2003 | 1 | 75 | $5,823,713 | $484,825 | $6,464iApproximate average salary by contribution assumption: employee only about $161,608 at 4% or $107,739 at 6%; with 50% employer match about $107,739 at 4% or $71,826 at 6%; with 100% employer match about $80,804 at 4% or $53,869 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 75 | $5,823,713 | $484,825 | $6,464iApproximate average salary by contribution assumption: employee only about $161,608 at 4% or $107,739 at 6%; with 50% employer match about $107,739 at 4% or $71,826 at 6%; with 100% employer match about $80,804 at 4% or $53,869 at 6%. |
| 2002 | 1 | 70 | $0 | $0 | - |
| Lacy Katzen LLP Savings & Retirement Plan | - | 70 | - | - | - |
| 2001 | 1 | 66 | $4,513,098 | $645,304 | $9,777iApproximate average salary by contribution assumption: employee only about $244,433 at 4% or $162,956 at 6%; with 50% employer match about $162,956 at 4% or $108,637 at 6%; with 100% employer match about $122,217 at 4% or $81,478 at 6%. |
| Lacy Katzen LLP Savings & Retirement Plan | - | 66 | $4,513,098 | $645,304 | $9,777iApproximate average salary by contribution assumption: employee only about $244,433 at 4% or $162,956 at 6%; with 50% employer match about $162,956 at 4% or $108,637 at 6%; with 100% employer match about $122,217 at 4% or $81,478 at 6%. |
| 2000 | 1 | 72 | $0 | $0 | - |
| Lacy Katzen LLP Savings & Retirement Plan | - | 72 | - | - | - |