JEFFREY H. KATZ, DPM, INC.
Plan context: ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN
EIN 33-0883718 • Anaheim, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$322,554
2025 Contributions
$300
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $322,554 | $300 | $100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 3 | $322,554 | $300 | $100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%. |
| 2024 | 1 | 4 | $321,218 | $31,058 | $7,765iApproximate average salary by contribution assumption: employee only about $194,113 at 4% or $129,408 at 6%; with 50% employer match about $129,408 at 4% or $86,272 at 6%; with 100% employer match about $97,056 at 4% or $64,704 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 4 | $321,218 | $31,058 | $7,765iApproximate average salary by contribution assumption: employee only about $194,113 at 4% or $129,408 at 6%; with 50% employer match about $129,408 at 4% or $86,272 at 6%; with 100% employer match about $97,056 at 4% or $64,704 at 6%. |
| 2023 | 1 | 5 | $266,198 | $45,194 | $9,039iApproximate average salary by contribution assumption: employee only about $225,970 at 4% or $150,647 at 6%; with 50% employer match about $150,647 at 4% or $100,431 at 6%; with 100% employer match about $112,985 at 4% or $75,323 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 5 | $266,198 | $45,194 | $9,039iApproximate average salary by contribution assumption: employee only about $225,970 at 4% or $150,647 at 6%; with 50% employer match about $150,647 at 4% or $100,431 at 6%; with 100% employer match about $112,985 at 4% or $75,323 at 6%. |
| 2022 | 1 | 5 | $576,459 | $27,000 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 5 | $576,459 | $27,000 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| 2021 | 1 | 5 | $666,211 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 5 | $666,211 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2020 | 1 | 4 | $589,552 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 4 | $589,552 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2019 | 1 | 3 | $596,763 | $33,935 | $11,312iApproximate average salary by contribution assumption: employee only about $282,792 at 4% or $188,528 at 6%; with 50% employer match about $188,528 at 4% or $125,685 at 6%; with 100% employer match about $141,396 at 4% or $94,264 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 3 | $596,763 | $33,935 | $11,312iApproximate average salary by contribution assumption: employee only about $282,792 at 4% or $188,528 at 6%; with 50% employer match about $188,528 at 4% or $125,685 at 6%; with 100% employer match about $141,396 at 4% or $94,264 at 6%. |
| 2018 | 1 | 6 | $552,066 | $108,429 | $18,072iApproximate average salary by contribution assumption: employee only about $451,788 at 4% or $301,192 at 6%; with 50% employer match about $301,192 at 4% or $200,794 at 6%; with 100% employer match about $225,894 at 4% or $150,596 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 6 | $552,066 | $108,429 | $18,072iApproximate average salary by contribution assumption: employee only about $451,788 at 4% or $301,192 at 6%; with 50% employer match about $301,192 at 4% or $200,794 at 6%; with 100% employer match about $225,894 at 4% or $150,596 at 6%. |
| 2017 | 1 | 6 | $486,644 | $57,202 | $9,534iApproximate average salary by contribution assumption: employee only about $238,342 at 4% or $158,894 at 6%; with 50% employer match about $158,894 at 4% or $105,930 at 6%; with 100% employer match about $119,171 at 4% or $79,447 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 6 | $486,644 | $57,202 | $9,534iApproximate average salary by contribution assumption: employee only about $238,342 at 4% or $158,894 at 6%; with 50% employer match about $158,894 at 4% or $105,930 at 6%; with 100% employer match about $119,171 at 4% or $79,447 at 6%. |
| 2016 | 1 | 7 | $376,713 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 7 | $376,713 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| 2015 | 1 | 7 | $555,536 | $30,532 | $4,362iApproximate average salary by contribution assumption: employee only about $109,043 at 4% or $72,695 at 6%; with 50% employer match about $72,695 at 4% or $48,463 at 6%; with 100% employer match about $54,521 at 4% or $36,348 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 7 | $555,536 | $30,532 | $4,362iApproximate average salary by contribution assumption: employee only about $109,043 at 4% or $72,695 at 6%; with 50% employer match about $72,695 at 4% or $48,463 at 6%; with 100% employer match about $54,521 at 4% or $36,348 at 6%. |
| 2014 | 1 | 6 | $533,129 | $57,407 | $9,568iApproximate average salary by contribution assumption: employee only about $239,196 at 4% or $159,464 at 6%; with 50% employer match about $159,464 at 4% or $106,309 at 6%; with 100% employer match about $119,598 at 4% or $79,732 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 6 | $533,129 | $57,407 | $9,568iApproximate average salary by contribution assumption: employee only about $239,196 at 4% or $159,464 at 6%; with 50% employer match about $159,464 at 4% or $106,309 at 6%; with 100% employer match about $119,598 at 4% or $79,732 at 6%. |
| 2013 | 1 | 7 | $531,539 | $149,017 | $21,288iApproximate average salary by contribution assumption: employee only about $532,204 at 4% or $354,802 at 6%; with 50% employer match about $354,802 at 4% or $236,535 at 6%; with 100% employer match about $266,102 at 4% or $177,401 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 7 | $531,539 | $149,017 | $21,288iApproximate average salary by contribution assumption: employee only about $532,204 at 4% or $354,802 at 6%; with 50% employer match about $354,802 at 4% or $236,535 at 6%; with 100% employer match about $266,102 at 4% or $177,401 at 6%. |
| 2012 | 2 | 7 | $301,343 | $168,481 | $24,069iApproximate average salary by contribution assumption: employee only about $601,718 at 4% or $401,145 at 6%; with 50% employer match about $401,145 at 4% or $267,430 at 6%; with 100% employer match about $300,859 at 4% or $200,573 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 7 | $301,343 | $168,481 | $24,069iApproximate average salary by contribution assumption: employee only about $601,718 at 4% or $401,145 at 6%; with 50% employer match about $401,145 at 4% or $267,430 at 6%; with 100% employer match about $300,859 at 4% or $200,573 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2011 | 2 | 5 | $795,844 | $42,121 | $8,424iApproximate average salary by contribution assumption: employee only about $210,605 at 4% or $140,403 at 6%; with 50% employer match about $140,403 at 4% or $93,602 at 6%; with 100% employer match about $105,303 at 4% or $70,202 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 4 | $656,847 | $0 | - |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 5 | $138,997 | $42,121 | $8,424iApproximate average salary by contribution assumption: employee only about $210,605 at 4% or $140,403 at 6%; with 50% employer match about $140,403 at 4% or $93,602 at 6%; with 100% employer match about $105,303 at 4% or $70,202 at 6%. |
| 2010 | 2 | 5 | $737,576 | $20,500 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 4 | $638,947 | $0 | - |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 5 | $98,629 | $20,500 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| 2009 | 2 | 7 | $833,018 | -$539,546 | - |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 7 | $749,101 | - | - |
| ANAHEIM HILLS PODIATRY GROUP 401(K) PLAN | - | 1 | $83,917 | -$539,546 | - |
| 2008 | 2 | 8 | $326,545 | $317,535 | $39,692iApproximate average salary by contribution assumption: employee only about $992,297 at 4% or $661,531 at 6%; with 50% employer match about $661,531 at 4% or $441,021 at 6%; with 100% employer match about $496,148 at 4% or $330,766 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401K PLAN | - | 8 | $326,545 | $317,535 | $39,692iApproximate average salary by contribution assumption: employee only about $992,297 at 4% or $661,531 at 6%; with 50% employer match about $661,531 at 4% or $441,021 at 6%; with 100% employer match about $496,148 at 4% or $330,766 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 7 | - | - | - |
| 2007 | 2 | 6 | $20,500 | $20,500 | $3,417iApproximate average salary by contribution assumption: employee only about $85,417 at 4% or $56,944 at 6%; with 50% employer match about $56,944 at 4% or $37,963 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%. |
| ANAHEIM HILLS PODIATRY GROUP 401K PLAN | - | 6 | $20,500 | $20,500 | $3,417iApproximate average salary by contribution assumption: employee only about $85,417 at 4% or $56,944 at 6%; with 50% employer match about $56,944 at 4% or $37,963 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 4 | - | - | - |
| 2006 | 1 | 4 | $900,909 | $705,024 | $176,256iApproximate average salary by contribution assumption: employee only about $4,406,400 at 4% or $2,937,600 at 6%; with 50% employer match about $2,937,600 at 4% or $1,958,400 at 6%; with 100% employer match about $2,203,200 at 4% or $1,468,800 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 4 | $900,909 | $705,024 | $176,256iApproximate average salary by contribution assumption: employee only about $4,406,400 at 4% or $2,937,600 at 6%; with 50% employer match about $2,937,600 at 4% or $1,958,400 at 6%; with 100% employer match about $2,203,200 at 4% or $1,468,800 at 6%. |
| 2005 | 1 | 4 | $161,040 | $161,040 | $40,260iApproximate average salary by contribution assumption: employee only about $1,006,500 at 4% or $671,000 at 6%; with 50% employer match about $671,000 at 4% or $447,333 at 6%; with 100% employer match about $503,250 at 4% or $335,500 at 6%. |
| JEFFREY H. KATZ, DPM, INC. RETIREMENT PLAN | - | 4 | $161,040 | $161,040 | $40,260iApproximate average salary by contribution assumption: employee only about $1,006,500 at 4% or $671,000 at 6%; with 50% employer match about $671,000 at 4% or $447,333 at 6%; with 100% employer match about $503,250 at 4% or $335,500 at 6%. |