Susan a. Katzen Attorney
Plan context: LAW OFFICES OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN
EIN 26-2171271 • Newport Beach, CA • 16 filings • 7 plans
Current Snapshot
Latest Year
2022
2022 Participants
11
2022 Assets
$2,266,973
2022 Contributions
$469,175
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 11 | $2,266,973 | $469,175 | $42,652iApproximate average salary by contribution assumption: employee only about $1,066,307 at 4% or $710,871 at 6%; with 50% employer match about $710,871 at 4% or $473,914 at 6%; with 100% employer match about $533,153 at 4% or $355,436 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN | - | 6 | $1,563,282 | $422,913 | $70,486iApproximate average salary by contribution assumption: employee only about $1,762,138 at 4% or $1,174,758 at 6%; with 50% employer match about $1,174,758 at 4% or $783,172 at 6%; with 100% employer match about $881,069 at 4% or $587,379 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 11 | $703,691 | $46,262 | $4,206iApproximate average salary by contribution assumption: employee only about $105,141 at 4% or $70,094 at 6%; with 50% employer match about $70,094 at 4% or $46,729 at 6%; with 100% employer match about $52,570 at 4% or $35,047 at 6%. |
| 2021 | 2 | 11 | $2,124,766 | $218,657 | $19,878iApproximate average salary by contribution assumption: employee only about $496,948 at 4% or $331,298 at 6%; with 50% employer match about $331,298 at 4% or $220,866 at 6%; with 100% employer match about $248,474 at 4% or $165,649 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN | - | 5 | $1,309,452 | $116,310 | $23,262iApproximate average salary by contribution assumption: employee only about $581,550 at 4% or $387,700 at 6%; with 50% employer match about $387,700 at 4% or $258,467 at 6%; with 100% employer match about $290,775 at 4% or $193,850 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 11 | $815,314 | $102,347 | $9,304iApproximate average salary by contribution assumption: employee only about $232,607 at 4% or $155,071 at 6%; with 50% employer match about $155,071 at 4% or $103,381 at 6%; with 100% employer match about $116,303 at 4% or $77,536 at 6%. |
| 2020 | 2 | 11 | $1,693,965 | $118,967 | $10,815iApproximate average salary by contribution assumption: employee only about $270,380 at 4% or $180,253 at 6%; with 50% employer match about $180,253 at 4% or $120,169 at 6%; with 100% employer match about $135,190 at 4% or $90,127 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN | - | 7 | $1,059,694 | $0 | - |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 11 | $634,271 | $118,967 | $10,815iApproximate average salary by contribution assumption: employee only about $270,380 at 4% or $180,253 at 6%; with 50% employer match about $180,253 at 4% or $120,169 at 6%; with 100% employer match about $135,190 at 4% or $90,127 at 6%. |
| 2019 | 2 | 8 | $1,393,332 | $559,154 | $69,894iApproximate average salary by contribution assumption: employee only about $1,747,356 at 4% or $1,164,904 at 6%; with 50% employer match about $1,164,904 at 4% or $776,603 at 6%; with 100% employer match about $873,678 at 4% or $582,452 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN | - | 5 | $947,998 | $484,656 | $96,931iApproximate average salary by contribution assumption: employee only about $2,423,280 at 4% or $1,615,520 at 6%; with 50% employer match about $1,615,520 at 4% or $1,077,013 at 6%; with 100% employer match about $1,211,640 at 4% or $807,760 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 8 | $445,334 | $74,498 | $9,312iApproximate average salary by contribution assumption: employee only about $232,806 at 4% or $155,204 at 6%; with 50% employer match about $155,204 at 4% or $103,469 at 6%; with 100% employer match about $116,403 at 4% or $77,602 at 6%. |
| 2018 | 2 | 7 | $700,654 | $215,566 | $30,795iApproximate average salary by contribution assumption: employee only about $769,879 at 4% or $513,252 at 6%; with 50% employer match about $513,252 at 4% or $342,168 at 6%; with 100% employer match about $384,939 at 4% or $256,626 at 6%. |
| LAW OFFICE OF SUSAN A. KATZEN CASH BALANCE PENSION PLAN | - | 4 | $392,809 | $147,601 | $36,900iApproximate average salary by contribution assumption: employee only about $922,506 at 4% or $615,004 at 6%; with 50% employer match about $615,004 at 4% or $410,003 at 6%; with 100% employer match about $461,253 at 4% or $307,502 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 7 | $307,845 | $67,965 | $9,709iApproximate average salary by contribution assumption: employee only about $242,732 at 4% or $161,821 at 6%; with 50% employer match about $161,821 at 4% or $107,881 at 6%; with 100% employer match about $121,366 at 4% or $80,911 at 6%. |
| 2017 | 2 | 6 | $518,478 | $324,414 | $54,069iApproximate average salary by contribution assumption: employee only about $1,351,725 at 4% or $901,150 at 6%; with 50% employer match about $901,150 at 4% or $600,767 at 6%; with 100% employer match about $675,863 at 4% or $450,575 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN | - | 3 | $261,033 | $261,033 | $87,011iApproximate average salary by contribution assumption: employee only about $2,175,275 at 4% or $1,450,183 at 6%; with 50% employer match about $1,450,183 at 4% or $966,789 at 6%; with 100% employer match about $1,087,638 at 4% or $725,092 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 6 | $257,445 | $63,381 | $10,564iApproximate average salary by contribution assumption: employee only about $264,088 at 4% or $176,058 at 6%; with 50% employer match about $176,058 at 4% or $117,372 at 6%; with 100% employer match about $132,044 at 4% or $88,029 at 6%. |
| 2016 | 1 | 4 | $165,036 | $89,440 | $22,360iApproximate average salary by contribution assumption: employee only about $559,000 at 4% or $372,667 at 6%; with 50% employer match about $372,667 at 4% or $248,444 at 6%; with 100% employer match about $279,500 at 4% or $186,333 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN 401(K) PLAN | - | 4 | $165,036 | $89,440 | $22,360iApproximate average salary by contribution assumption: employee only about $559,000 at 4% or $372,667 at 6%; with 50% employer match about $372,667 at 4% or $248,444 at 6%; with 100% employer match about $279,500 at 4% or $186,333 at 6%. |
| 2015 | 1 | 4 | $67,414 | $4,707 | $1,177iApproximate average salary by contribution assumption: employee only about $29,419 at 4% or $19,613 at 6%; with 50% employer match about $19,613 at 4% or $13,075 at 6%; with 100% employer match about $14,709 at 4% or $9,806 at 6%. |
| LAW OFFICES OF SUSAN A. KATZEN | - | 4 | $67,414 | $4,707 | $1,177iApproximate average salary by contribution assumption: employee only about $29,419 at 4% or $19,613 at 6%; with 50% employer match about $19,613 at 4% or $13,075 at 6%; with 100% employer match about $14,709 at 4% or $9,806 at 6%. |
| 2014 | 1 | 3 | $79,420 | $23,000 | $7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%. |
| LAW OFFICE OF SUSAN A. KATZEN 401(K) PLAN | - | 3 | $79,420 | $23,000 | $7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| Law Offices of Susan a Katzen 401 K Profit Sharing Plan | - | - | - | - | - |