Civic Intelligence

Donald L. Katz PC.

Plan context: Donald L. Katz, a Professional Corp Employees Profit Sharing Trust

EIN 22-2418890 • 18 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$359,057

2007 Contributions

$5,071

Historical Graphs

Total Assets Over Time

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

$412,189$206,095$0199920032006YearValue
$359,057Latest year 2006

Participants Over Time

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

210199920022004YearValue
1Latest year 2004

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
200720$0$0-
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-0---
Donald L. Katz, a Professional Corp Employees Pension Trust-0---
200620$359,057$0-
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-0$215,434--
Donald L. Katz, a Professional Corp Employees Pension Trust-0$143,623--
200520$328,942$0-
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-0$197,365--
Donald L. Katz, a Professional Corp Employees Pension Trust-0$131,577--
200421$380,768$0-
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-1$228,461--
Donald L. Katz, a Professional Corp Employees Pension Trust-1$152,307--
200322$240,895$5,071$2,536iApproximate average salary by contribution assumption: employee only about $63,388 at 4% or $42,258 at 6%; with 50% employer match about $42,258 at 4% or $28,172 at 6%; with 100% employer match about $31,694 at 4% or $21,129 at 6%.
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-2$240,895$5,071$2,536iApproximate average salary by contribution assumption: employee only about $63,388 at 4% or $42,258 at 6%; with 50% employer match about $42,258 at 4% or $28,172 at 6%; with 100% employer match about $31,694 at 4% or $21,129 at 6%.
Donald L. Katz, a Professional Corp Employees Pension Trust-2---
200222$325,885$19,148$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-2$195,531$11,489$5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,806 at 4% or $47,871 at 6%.
Donald L. Katz, a Professional Corp Employees Pension Trust-2$130,354$7,659$3,830iApproximate average salary by contribution assumption: employee only about $95,738 at 4% or $63,825 at 6%; with 50% employer match about $63,825 at 4% or $42,550 at 6%; with 100% employer match about $47,869 at 4% or $31,913 at 6%.
200121$206,731$7,650$7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%.
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-1$206,731$7,650$7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%.
Donald L. Katz, a Professional Corp Employees Pension Trust-1---
200022$412,189$28,175$14,088iApproximate average salary by contribution assumption: employee only about $352,188 at 4% or $234,792 at 6%; with 50% employer match about $234,792 at 4% or $156,528 at 6%; with 100% employer match about $176,094 at 4% or $117,396 at 6%.
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-2$247,313$16,905$8,453iApproximate average salary by contribution assumption: employee only about $211,313 at 4% or $140,875 at 6%; with 50% employer match about $140,875 at 4% or $93,917 at 6%; with 100% employer match about $105,656 at 4% or $70,438 at 6%.
Donald L. Katz, a Professional Corp Employees Pension Trust-2$164,876$11,270$5,635iApproximate average salary by contribution assumption: employee only about $140,875 at 4% or $93,917 at 6%; with 50% employer match about $93,917 at 4% or $62,611 at 6%; with 100% employer match about $70,438 at 4% or $46,958 at 6%.
199922$381,758$31,569$15,785iApproximate average salary by contribution assumption: employee only about $394,613 at 4% or $263,075 at 6%; with 50% employer match about $263,075 at 4% or $175,383 at 6%; with 100% employer match about $197,306 at 4% or $131,538 at 6%.
Donald L. Katz, a Professional Corp Employees Profit Sharing Trust-2$229,055$18,941$9,471iApproximate average salary by contribution assumption: employee only about $236,763 at 4% or $157,842 at 6%; with 50% employer match about $157,842 at 4% or $105,228 at 6%; with 100% employer match about $118,381 at 4% or $78,921 at 6%.
Donald L. Katz, a Professional Corp Employees Pension Trust-2$152,703$12,628$6,314iApproximate average salary by contribution assumption: employee only about $157,850 at 4% or $105,233 at 6%; with 50% employer match about $105,233 at 4% or $70,156 at 6%; with 100% employer match about $78,925 at 4% or $52,617 at 6%.