Civic Intelligence

Arthur Gary Katz

Plan context: Arthur Gary Katz Cash Balance Plan

EIN 27-0657958 • North Caldwell, NJ • 9 filings • 3 plans

7 Elm PlNorth Caldwell, NJ 07006-4512
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,231,521

2024 Contributions

$505,960

Historical Graphs

Total Assets Over Time

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

$2,231,521$1,115,761$0202020222024YearValue
$2,231,521Latest year 2024

Participants Over Time

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

210202020222024YearValue
2Latest year 2024

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
202422$2,231,521$505,960$252,980iApproximate average salary by contribution assumption: employee only about $6,324,500 at 4% or $4,216,333 at 6%; with 50% employer match about $4,216,333 at 4% or $2,810,889 at 6%; with 100% employer match about $3,162,250 at 4% or $2,108,167 at 6%.
Arthur Gary Katz Cash Balance Plan-2$2,231,521$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST-0$0$5,960-
202322$1,616,220$296,036$148,018iApproximate average salary by contribution assumption: employee only about $3,700,450 at 4% or $2,466,967 at 6%; with 50% employer match about $2,466,967 at 4% or $1,644,644 at 6%; with 100% employer match about $1,850,225 at 4% or $1,233,483 at 6%.
Arthur Gary Katz Cash Balance Plan-2$1,572,004$280,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST-1$44,216$16,036$16,036iApproximate average salary by contribution assumption: employee only about $400,900 at 4% or $267,267 at 6%; with 50% employer match about $267,267 at 4% or $178,178 at 6%; with 100% employer match about $200,450 at 4% or $133,633 at 6%.
202222$1,147,314$294,717$147,359iApproximate average salary by contribution assumption: employee only about $3,683,963 at 4% or $2,455,975 at 6%; with 50% employer match about $2,455,975 at 4% or $1,637,317 at 6%; with 100% employer match about $1,841,981 at 4% or $1,227,988 at 6%.
Arthur Gary Katz Cash Balance Plan-2$1,126,693$284,872$142,436iApproximate average salary by contribution assumption: employee only about $3,560,900 at 4% or $2,373,933 at 6%; with 50% employer match about $2,373,933 at 4% or $1,582,622 at 6%; with 100% employer match about $1,780,450 at 4% or $1,186,967 at 6%.
ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST-1$20,621$9,845$9,845iApproximate average salary by contribution assumption: employee only about $246,125 at 4% or $164,083 at 6%; with 50% employer match about $164,083 at 4% or $109,389 at 6%; with 100% employer match about $123,063 at 4% or $82,042 at 6%.
202111$14,263$10,234$10,234iApproximate average salary by contribution assumption: employee only about $255,850 at 4% or $170,567 at 6%; with 50% employer match about $170,567 at 4% or $113,711 at 6%; with 100% employer match about $127,925 at 4% or $85,283 at 6%.
ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST-1$14,263$10,234$10,234iApproximate average salary by contribution assumption: employee only about $255,850 at 4% or $170,567 at 6%; with 50% employer match about $170,567 at 4% or $113,711 at 6%; with 100% employer match about $127,925 at 4% or $85,283 at 6%.
202021$3,950$3,740$3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%.
Arthur Gary Katz Cash Balance Plan-1$1,975$1,870$1,870iApproximate average salary by contribution assumption: employee only about $46,750 at 4% or $31,167 at 6%; with 50% employer match about $31,167 at 4% or $20,778 at 6%; with 100% employer match about $23,375 at 4% or $15,583 at 6%.
ARTHUR GARY KATZ 401(K) PROFIT SHARING PLAN & TRUST-1$1,975$1,870$1,870iApproximate average salary by contribution assumption: employee only about $46,750 at 4% or $31,167 at 6%; with 50% employer match about $31,167 at 4% or $20,778 at 6%; with 100% employer match about $23,375 at 4% or $15,583 at 6%.