Katy Hand & General Surgery
Plan context: Katy Hand & General Surgery Retirement Trust
EIN 27-0454135 • Katy, TX • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$629,308
2024 Contributions
$75,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $629,308 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $629,308 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2023 | 1 | 4 | $524,989 | $0 | - |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $524,989 | $0 | - |
| 2022 | 1 | 4 | $472,316 | $22,965 | $5,741iApproximate average salary by contribution assumption: employee only about $143,531 at 4% or $95,688 at 6%; with 50% employer match about $95,688 at 4% or $63,792 at 6%; with 100% employer match about $71,766 at 4% or $47,844 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $472,316 | $22,965 | $5,741iApproximate average salary by contribution assumption: employee only about $143,531 at 4% or $95,688 at 6%; with 50% employer match about $95,688 at 4% or $63,792 at 6%; with 100% employer match about $71,766 at 4% or $47,844 at 6%. |
| 2021 | 1 | 4 | $552,973 | $24,866 | $6,217iApproximate average salary by contribution assumption: employee only about $155,413 at 4% or $103,608 at 6%; with 50% employer match about $103,608 at 4% or $69,072 at 6%; with 100% employer match about $77,706 at 4% or $51,804 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $552,973 | $24,866 | $6,217iApproximate average salary by contribution assumption: employee only about $155,413 at 4% or $103,608 at 6%; with 50% employer match about $103,608 at 4% or $69,072 at 6%; with 100% employer match about $77,706 at 4% or $51,804 at 6%. |
| 2020 | 1 | 4 | $480,316 | $44,970 | $11,243iApproximate average salary by contribution assumption: employee only about $281,063 at 4% or $187,375 at 6%; with 50% employer match about $187,375 at 4% or $124,917 at 6%; with 100% employer match about $140,531 at 4% or $93,688 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $480,316 | $44,970 | $11,243iApproximate average salary by contribution assumption: employee only about $281,063 at 4% or $187,375 at 6%; with 50% employer match about $187,375 at 4% or $124,917 at 6%; with 100% employer match about $140,531 at 4% or $93,688 at 6%. |
| 2019 | 1 | 4 | $390,813 | $22,152 | $5,538iApproximate average salary by contribution assumption: employee only about $138,450 at 4% or $92,300 at 6%; with 50% employer match about $92,300 at 4% or $61,533 at 6%; with 100% employer match about $69,225 at 4% or $46,150 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $390,813 | $22,152 | $5,538iApproximate average salary by contribution assumption: employee only about $138,450 at 4% or $92,300 at 6%; with 50% employer match about $92,300 at 4% or $61,533 at 6%; with 100% employer match about $69,225 at 4% or $46,150 at 6%. |
| 2018 | 1 | 5 | $309,036 | $3,500 | $700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 5 | $309,036 | $3,500 | $700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%. |
| 2017 | 1 | 5 | $328,771 | $24,750 | $4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 5 | $328,771 | $24,750 | $4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%. |
| 2016 | 1 | 5 | $259,316 | $152,891 | $30,578iApproximate average salary by contribution assumption: employee only about $764,455 at 4% or $509,637 at 6%; with 50% employer match about $509,637 at 4% or $339,758 at 6%; with 100% employer match about $382,228 at 4% or $254,818 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 5 | $259,316 | $152,891 | $30,578iApproximate average salary by contribution assumption: employee only about $764,455 at 4% or $509,637 at 6%; with 50% employer match about $509,637 at 4% or $339,758 at 6%; with 100% employer match about $382,228 at 4% or $254,818 at 6%. |
| 2015 | 1 | 5 | $85,271 | $19,620 | $3,924iApproximate average salary by contribution assumption: employee only about $98,100 at 4% or $65,400 at 6%; with 50% employer match about $65,400 at 4% or $43,600 at 6%; with 100% employer match about $49,050 at 4% or $32,700 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 5 | $85,271 | $19,620 | $3,924iApproximate average salary by contribution assumption: employee only about $98,100 at 4% or $65,400 at 6%; with 50% employer match about $65,400 at 4% or $43,600 at 6%; with 100% employer match about $49,050 at 4% or $32,700 at 6%. |
| 2014 | 1 | 5 | $67,236 | $25,368 | $5,074iApproximate average salary by contribution assumption: employee only about $126,840 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,373 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 5 | $67,236 | $25,368 | $5,074iApproximate average salary by contribution assumption: employee only about $126,840 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,373 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%. |
| 2013 | 1 | 5 | $40,808 | $18,920 | $3,784iApproximate average salary by contribution assumption: employee only about $94,600 at 4% or $63,067 at 6%; with 50% employer match about $63,067 at 4% or $42,044 at 6%; with 100% employer match about $47,300 at 4% or $31,533 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 5 | $40,808 | $18,920 | $3,784iApproximate average salary by contribution assumption: employee only about $94,600 at 4% or $63,067 at 6%; with 50% employer match about $63,067 at 4% or $42,044 at 6%; with 100% employer match about $47,300 at 4% or $31,533 at 6%. |
| 2012 | 1 | 4 | $17,747 | $17,450 | $4,363iApproximate average salary by contribution assumption: employee only about $109,063 at 4% or $72,708 at 6%; with 50% employer match about $72,708 at 4% or $48,472 at 6%; with 100% employer match about $54,531 at 4% or $36,354 at 6%. |
| Katy Hand & General Surgery Retirement Trust | - | 4 | $17,747 | $17,450 | $4,363iApproximate average salary by contribution assumption: employee only about $109,063 at 4% or $72,708 at 6%; with 50% employer match about $72,708 at 4% or $48,472 at 6%; with 100% employer match about $54,531 at 4% or $36,354 at 6%. |