Eric S. Katz LLC
Plan context: The Katz Retirement Plan
EIN 20-0751863 • Portsmouth, NH • 4 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$1,153,946
2019 Contributions
$55,327
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $1,153,946 | $55,327 | $27,664iApproximate average salary by contribution assumption: employee only about $691,588 at 4% or $461,058 at 6%; with 50% employer match about $461,058 at 4% or $307,372 at 6%; with 100% employer match about $345,794 at 4% or $230,529 at 6%. |
| The Katz Retirement Plan | - | 2 | $1,153,946 | $55,327 | $27,664iApproximate average salary by contribution assumption: employee only about $691,588 at 4% or $461,058 at 6%; with 50% employer match about $461,058 at 4% or $307,372 at 6%; with 100% employer match about $345,794 at 4% or $230,529 at 6%. |
| 2018 | 1 | 2 | $904,215 | $93,522 | $46,761iApproximate average salary by contribution assumption: employee only about $1,169,025 at 4% or $779,350 at 6%; with 50% employer match about $779,350 at 4% or $519,567 at 6%; with 100% employer match about $584,513 at 4% or $389,675 at 6%. |
| The Katz Retirement Plan | - | 2 | $904,215 | $93,522 | $46,761iApproximate average salary by contribution assumption: employee only about $1,169,025 at 4% or $779,350 at 6%; with 50% employer match about $779,350 at 4% or $519,567 at 6%; with 100% employer match about $584,513 at 4% or $389,675 at 6%. |
| 2017 | 1 | 2 | $893,216 | $0 | - |
| The Katz Retirement Plan | - | 2 | $893,216 | - | - |
| 2016 | 1 | 2 | $843,487 | $78,946 | $39,473iApproximate average salary by contribution assumption: employee only about $986,825 at 4% or $657,883 at 6%; with 50% employer match about $657,883 at 4% or $438,589 at 6%; with 100% employer match about $493,413 at 4% or $328,942 at 6%. |
| The Katz Retirement Plan | - | 2 | $843,487 | $78,946 | $39,473iApproximate average salary by contribution assumption: employee only about $986,825 at 4% or $657,883 at 6%; with 50% employer match about $657,883 at 4% or $438,589 at 6%; with 100% employer match about $493,413 at 4% or $328,942 at 6%. |