Civic Intelligence

Steven Katz, D.O.

Plan context: Steven Katz, D.O. Profit Sharing Plan

EIN 23-2382123 • 21 filings • 4 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$1,237,836

2021 Contributions

$34,983

Historical Graphs

Total Assets Over Time

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

$1,314,898$657,449$0200420132020YearValue
$1,237,836Latest year 2020

Participants Over Time

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

210200420122020YearValue
1Latest year 2020

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
202110$0$0-
Steven Katz, D.O. Profit Sharing Plan-0---
202011$1,237,836$0-
Steven Katz, D.O. Profit Sharing Plan-1$1,237,836--
201911$1,314,898$0-
Steven Katz, D.O. Profit Sharing Plan-1$1,314,898--
201811$1,164,302$0-
Steven Katz, D.O. Profit Sharing Plan-1$1,164,302--
201711$1,207,662$0-
Steven Katz, D.O. Profit Sharing Plan-1$1,207,662--
201611$1,110,436$0-
Steven Katz, D.O. Profit Sharing Plan-1$1,110,436--
201512$1,084,096$0-
Steven Katz, D.O. Profit Sharing Plan-2$1,084,096--
201412$1,159,544$0-
Steven Katz, D.O. Profit Sharing Plan-2$1,159,544--
201312$1,113,124$0-
Steven Katz, D.O. Profit Sharing Plan-2$1,113,124--
201212$1,038,618$34,983$17,492iApproximate average salary by contribution assumption: employee only about $437,288 at 4% or $291,525 at 6%; with 50% employer match about $291,525 at 4% or $194,350 at 6%; with 100% employer match about $218,644 at 4% or $145,763 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$1,038,618$34,983$17,492iApproximate average salary by contribution assumption: employee only about $437,288 at 4% or $291,525 at 6%; with 50% employer match about $291,525 at 4% or $194,350 at 6%; with 100% employer match about $218,644 at 4% or $145,763 at 6%.
201112$971,202$11,985$5,993iApproximate average salary by contribution assumption: employee only about $149,813 at 4% or $99,875 at 6%; with 50% employer match about $99,875 at 4% or $66,583 at 6%; with 100% employer match about $74,906 at 4% or $49,938 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$971,202$11,985$5,993iApproximate average salary by contribution assumption: employee only about $149,813 at 4% or $99,875 at 6%; with 50% employer match about $99,875 at 4% or $66,583 at 6%; with 100% employer match about $74,906 at 4% or $49,938 at 6%.
201012$941,528$24,862$12,431iApproximate average salary by contribution assumption: employee only about $310,775 at 4% or $207,183 at 6%; with 50% employer match about $207,183 at 4% or $138,122 at 6%; with 100% employer match about $155,388 at 4% or $103,592 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$941,528$24,862$12,431iApproximate average salary by contribution assumption: employee only about $310,775 at 4% or $207,183 at 6%; with 50% employer match about $207,183 at 4% or $138,122 at 6%; with 100% employer match about $155,388 at 4% or $103,592 at 6%.
200912$912,168$9,891$4,946iApproximate average salary by contribution assumption: employee only about $123,638 at 4% or $82,425 at 6%; with 50% employer match about $82,425 at 4% or $54,950 at 6%; with 100% employer match about $61,819 at 4% or $41,213 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$912,168$9,891$4,946iApproximate average salary by contribution assumption: employee only about $123,638 at 4% or $82,425 at 6%; with 50% employer match about $82,425 at 4% or $54,950 at 6%; with 100% employer match about $61,819 at 4% or $41,213 at 6%.
200812$894,174$29,353$14,677iApproximate average salary by contribution assumption: employee only about $366,913 at 4% or $244,608 at 6%; with 50% employer match about $244,608 at 4% or $163,072 at 6%; with 100% employer match about $183,456 at 4% or $122,304 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$894,174$29,353$14,677iApproximate average salary by contribution assumption: employee only about $366,913 at 4% or $244,608 at 6%; with 50% employer match about $244,608 at 4% or $163,072 at 6%; with 100% employer match about $183,456 at 4% or $122,304 at 6%.
200722$0$0-
Steven Katz, D.O. Profit Sharing Plan-2---
Steven Katz, D.O. Profit Sharing Plan-2---
200612$869,739$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$869,739$49,800$24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%.
200512$725,201$0-
Steven Katz, D.O. Profit Sharing Plan-2$725,201--
200412$708,374$44,207$22,104iApproximate average salary by contribution assumption: employee only about $552,588 at 4% or $368,392 at 6%; with 50% employer match about $368,392 at 4% or $245,594 at 6%; with 100% employer match about $276,294 at 4% or $184,196 at 6%.
Steven Katz, D.O. Profit Sharing Plan-2$708,374$44,207$22,104iApproximate average salary by contribution assumption: employee only about $552,588 at 4% or $368,392 at 6%; with 50% employer match about $368,392 at 4% or $245,594 at 6%; with 100% employer match about $276,294 at 4% or $184,196 at 6%.
199920$0$0-
Steven Katz, D.O. Money Purchase Pension Plan-0---
Steven Katz, D.O. Profit Sharing Plan-0---