Daniel Mark Katz Co., L.P.A.
Plan context: Daniel Mark Katz Co., L.P.A. 401(K) Plan
EIN 34-1288661 • Cleveland, OH • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$205,712
2024 Contributions
$44,963
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 | 6 | $205,712 | $44,963 | $7,494iApproximate average salary by contribution assumption: employee only about $187,346 at 4% or $124,897 at 6%; with 50% employer match about $124,897 at 4% or $83,265 at 6%; with 100% employer match about $93,673 at 4% or $62,449 at 6%. |
| Daniel Mark Katz Co., L.P.A. 401(K) Plan | - | 6 | $205,712 | $44,963 | $7,494iApproximate average salary by contribution assumption: employee only about $187,346 at 4% or $124,897 at 6%; with 50% employer match about $124,897 at 4% or $83,265 at 6%; with 100% employer match about $93,673 at 4% or $62,449 at 6%. |
| 2023 | 1 | 3 | $142,916 | $26,986 | $8,995iApproximate average salary by contribution assumption: employee only about $224,883 at 4% or $149,922 at 6%; with 50% employer match about $149,922 at 4% or $99,948 at 6%; with 100% employer match about $112,442 at 4% or $74,961 at 6%. |
| Daniel Mark Katz Co., L.P.A. 401(K) Plan | - | 3 | $142,916 | $26,986 | $8,995iApproximate average salary by contribution assumption: employee only about $224,883 at 4% or $149,922 at 6%; with 50% employer match about $149,922 at 4% or $99,948 at 6%; with 100% employer match about $112,442 at 4% or $74,961 at 6%. |
| 2022 | 1 | 3 | $99,441 | $42,898 | $14,299iApproximate average salary by contribution assumption: employee only about $357,483 at 4% or $238,322 at 6%; with 50% employer match about $238,322 at 4% or $158,881 at 6%; with 100% employer match about $178,742 at 4% or $119,161 at 6%. |
| Daniel Mark Katz Co., L.P.A. 401(K) Plan | - | 3 | $99,441 | $42,898 | $14,299iApproximate average salary by contribution assumption: employee only about $357,483 at 4% or $238,322 at 6%; with 50% employer match about $238,322 at 4% or $158,881 at 6%; with 100% employer match about $178,742 at 4% or $119,161 at 6%. |
| 2021 | 1 | 3 | $76,217 | $38,221 | $12,740iApproximate average salary by contribution assumption: employee only about $318,508 at 4% or $212,339 at 6%; with 50% employer match about $212,339 at 4% or $141,559 at 6%; with 100% employer match about $159,254 at 4% or $106,169 at 6%. |
| Daniel Mark Katz Co., L.P.A. 401(K) Plan | - | 3 | $76,217 | $38,221 | $12,740iApproximate average salary by contribution assumption: employee only about $318,508 at 4% or $212,339 at 6%; with 50% employer match about $212,339 at 4% or $141,559 at 6%; with 100% employer match about $159,254 at 4% or $106,169 at 6%. |
| 2020 | 1 | 3 | $36,317 | $36,317 | $12,106iApproximate average salary by contribution assumption: employee only about $302,642 at 4% or $201,761 at 6%; with 50% employer match about $201,761 at 4% or $134,507 at 6%; with 100% employer match about $151,321 at 4% or $100,881 at 6%. |
| Daniel Mark Katz Co., L.P.A. 401(K) Plan | - | 3 | $36,317 | $36,317 | $12,106iApproximate average salary by contribution assumption: employee only about $302,642 at 4% or $201,761 at 6%; with 50% employer match about $201,761 at 4% or $134,507 at 6%; with 100% employer match about $151,321 at 4% or $100,881 at 6%. |