Civic Intelligence

Jeffrey I Katzman MD PC

Plan context: Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust

EIN 23-2271073 • King Of Prussia, PA • 16 filings • 5 plans

901 E 8th Ave Ste 101King Of Prussia, PA 19406
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$2,295,893

2019 Contributions

$162,962

Historical Graphs

Total Assets Over Time

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

$2,295,893$1,147,947$0200320132019YearValue
$2,295,893Latest year 2019

Participants Over Time

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

1680200320122019YearValue
11Latest year 2019

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
2019211$2,295,893$162,962$14,815iApproximate average salary by contribution assumption: employee only about $370,368 at 4% or $246,912 at 6%; with 50% employer match about $246,912 at 4% or $164,608 at 6%; with 100% employer match about $185,184 at 4% or $123,456 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-11$2,295,893$129,084$11,735iApproximate average salary by contribution assumption: employee only about $293,373 at 4% or $195,582 at 6%; with 50% employer match about $195,582 at 4% or $130,388 at 6%; with 100% employer match about $146,686 at 4% or $97,791 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-0$0$33,878-
2018113$2,031,332$139,321$10,717iApproximate average salary by contribution assumption: employee only about $267,925 at 4% or $178,617 at 6%; with 50% employer match about $178,617 at 4% or $119,078 at 6%; with 100% employer match about $133,963 at 4% or $89,308 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-13$2,031,332$139,321$10,717iApproximate average salary by contribution assumption: employee only about $267,925 at 4% or $178,617 at 6%; with 50% employer match about $178,617 at 4% or $119,078 at 6%; with 100% employer match about $133,963 at 4% or $89,308 at 6%.
2017113$2,006,537$150,484$11,576iApproximate average salary by contribution assumption: employee only about $289,392 at 4% or $192,928 at 6%; with 50% employer match about $192,928 at 4% or $128,619 at 6%; with 100% employer match about $144,696 at 4% or $96,464 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-13$2,006,537$150,484$11,576iApproximate average salary by contribution assumption: employee only about $289,392 at 4% or $192,928 at 6%; with 50% employer match about $192,928 at 4% or $128,619 at 6%; with 100% employer match about $144,696 at 4% or $96,464 at 6%.
2016113$1,649,278$148,517$11,424iApproximate average salary by contribution assumption: employee only about $285,610 at 4% or $190,406 at 6%; with 50% employer match about $190,406 at 4% or $126,938 at 6%; with 100% employer match about $142,805 at 4% or $95,203 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-13$1,649,278$148,517$11,424iApproximate average salary by contribution assumption: employee only about $285,610 at 4% or $190,406 at 6%; with 50% employer match about $190,406 at 4% or $126,938 at 6%; with 100% employer match about $142,805 at 4% or $95,203 at 6%.
2015114$1,544,819$127,433$9,102iApproximate average salary by contribution assumption: employee only about $227,559 at 4% or $151,706 at 6%; with 50% employer match about $151,706 at 4% or $101,137 at 6%; with 100% employer match about $113,779 at 4% or $75,853 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-14$1,544,819$127,433$9,102iApproximate average salary by contribution assumption: employee only about $227,559 at 4% or $151,706 at 6%; with 50% employer match about $151,706 at 4% or $101,137 at 6%; with 100% employer match about $113,779 at 4% or $75,853 at 6%.
2014114$1,473,332$122,311$8,737iApproximate average salary by contribution assumption: employee only about $218,413 at 4% or $145,608 at 6%; with 50% employer match about $145,608 at 4% or $97,072 at 6%; with 100% employer match about $109,206 at 4% or $72,804 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-14$1,473,332$122,311$8,737iApproximate average salary by contribution assumption: employee only about $218,413 at 4% or $145,608 at 6%; with 50% employer match about $145,608 at 4% or $97,072 at 6%; with 100% employer match about $109,206 at 4% or $72,804 at 6%.
2013116$1,326,279$119,004$7,438iApproximate average salary by contribution assumption: employee only about $185,944 at 4% or $123,963 at 6%; with 50% employer match about $123,963 at 4% or $82,642 at 6%; with 100% employer match about $92,972 at 4% or $61,981 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-16$1,326,279$119,004$7,438iApproximate average salary by contribution assumption: employee only about $185,944 at 4% or $123,963 at 6%; with 50% employer match about $123,963 at 4% or $82,642 at 6%; with 100% employer match about $92,972 at 4% or $61,981 at 6%.
2012115$1,017,432$135,019$9,001iApproximate average salary by contribution assumption: employee only about $225,032 at 4% or $150,021 at 6%; with 50% employer match about $150,021 at 4% or $100,014 at 6%; with 100% employer match about $112,516 at 4% or $75,011 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-15$1,017,432$135,019$9,001iApproximate average salary by contribution assumption: employee only about $225,032 at 4% or $150,021 at 6%; with 50% employer match about $150,021 at 4% or $100,014 at 6%; with 100% employer match about $112,516 at 4% or $75,011 at 6%.
2011115$878,169$130,447$8,696iApproximate average salary by contribution assumption: employee only about $217,412 at 4% or $144,941 at 6%; with 50% employer match about $144,941 at 4% or $96,627 at 6%; with 100% employer match about $108,706 at 4% or $72,471 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-15$878,169$130,447$8,696iApproximate average salary by contribution assumption: employee only about $217,412 at 4% or $144,941 at 6%; with 50% employer match about $144,941 at 4% or $96,627 at 6%; with 100% employer match about $108,706 at 4% or $72,471 at 6%.
2010112$803,406$119,630$9,969iApproximate average salary by contribution assumption: employee only about $249,229 at 4% or $166,153 at 6%; with 50% employer match about $166,153 at 4% or $110,769 at 6%; with 100% employer match about $124,615 at 4% or $83,076 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-12$803,406$119,630$9,969iApproximate average salary by contribution assumption: employee only about $249,229 at 4% or $166,153 at 6%; with 50% employer match about $166,153 at 4% or $110,769 at 6%; with 100% employer match about $124,615 at 4% or $83,076 at 6%.
2009113$601,274$105,437$8,111iApproximate average salary by contribution assumption: employee only about $202,763 at 4% or $135,176 at 6%; with 50% employer match about $135,176 at 4% or $90,117 at 6%; with 100% employer match about $101,382 at 4% or $67,588 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-13$601,274$105,437$8,111iApproximate average salary by contribution assumption: employee only about $202,763 at 4% or $135,176 at 6%; with 50% employer match about $135,176 at 4% or $90,117 at 6%; with 100% employer match about $101,382 at 4% or $67,588 at 6%.
2008113$382,535$116,104$8,931iApproximate average salary by contribution assumption: employee only about $223,277 at 4% or $148,851 at 6%; with 50% employer match about $148,851 at 4% or $99,234 at 6%; with 100% employer match about $111,638 at 4% or $74,426 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-13$382,535$116,104$8,931iApproximate average salary by contribution assumption: employee only about $223,277 at 4% or $148,851 at 6%; with 50% employer match about $148,851 at 4% or $99,234 at 6%; with 100% employer match about $111,638 at 4% or $74,426 at 6%.
2007114$0$0-
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-14---
2006110$385,631$88,852$8,885iApproximate average salary by contribution assumption: employee only about $222,130 at 4% or $148,087 at 6%; with 50% employer match about $148,087 at 4% or $98,724 at 6%; with 100% employer match about $111,065 at 4% or $74,043 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-10$385,631$88,852$8,885iApproximate average salary by contribution assumption: employee only about $222,130 at 4% or $148,087 at 6%; with 50% employer match about $148,087 at 4% or $98,724 at 6%; with 100% employer match about $111,065 at 4% or $74,043 at 6%.
2003110$118,015$64,781$6,478iApproximate average salary by contribution assumption: employee only about $161,953 at 4% or $107,968 at 6%; with 50% employer match about $107,968 at 4% or $71,979 at 6%; with 100% employer match about $80,976 at 4% or $53,984 at 6%.
Jeffrey I Katzman MD PC 401K Profit Sharing Plan & Trust-10$118,015$64,781$6,478iApproximate average salary by contribution assumption: employee only about $161,953 at 4% or $107,968 at 6%; with 50% employer match about $107,968 at 4% or $71,979 at 6%; with 100% employer match about $80,976 at 4% or $53,984 at 6%.