Civic Intelligence

Steven M Katzel, Dds Inc.

Plan context: Steven M Katzel, Dds Inc. Profit Sharing Plan

EIN 34-1368154 • Cleveland Heights, OH • 34 filings • 6 plans

5 Severence Circle, Suite 710Cleveland Heights, OH 44118
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$5,456,114

2021 Contributions

$77,514

Historical Graphs

Total Assets Over Time

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

$5,456,114$2,728,057$0199920112020YearValue
$5,456,114Latest year 2020

Participants Over Time

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

950199920102020YearValue
9Latest year 2020

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
202110$0$77,514-
Steven M Katzel, Dds Inc. Profit Sharing Plan-0$0$77,514-
202019$5,456,114$105,164$11,685iApproximate average salary by contribution assumption: employee only about $292,122 at 4% or $194,748 at 6%; with 50% employer match about $194,748 at 4% or $129,832 at 6%; with 100% employer match about $146,061 at 4% or $97,374 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-9$5,456,114$105,164$11,685iApproximate average salary by contribution assumption: employee only about $292,122 at 4% or $194,748 at 6%; with 50% employer match about $194,748 at 4% or $129,832 at 6%; with 100% employer match about $146,061 at 4% or $97,374 at 6%.
201919$4,404,079$2,501,953$277,995iApproximate average salary by contribution assumption: employee only about $6,949,869 at 4% or $4,633,246 at 6%; with 50% employer match about $4,633,246 at 4% or $3,088,831 at 6%; with 100% employer match about $3,474,935 at 4% or $2,316,623 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-9$4,404,079$2,501,953$277,995iApproximate average salary by contribution assumption: employee only about $6,949,869 at 4% or $4,633,246 at 6%; with 50% employer match about $4,633,246 at 4% or $3,088,831 at 6%; with 100% employer match about $3,474,935 at 4% or $2,316,623 at 6%.
201826$1,416,277$25,250$4,208iApproximate average salary by contribution assumption: employee only about $105,208 at 4% or $70,139 at 6%; with 50% employer match about $70,139 at 4% or $46,759 at 6%; with 100% employer match about $52,604 at 4% or $35,069 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,416,277$25,250$4,208iApproximate average salary by contribution assumption: employee only about $105,208 at 4% or $70,139 at 6%; with 50% employer match about $70,139 at 4% or $46,759 at 6%; with 100% employer match about $52,604 at 4% or $35,069 at 6%.
Steven M. Katzel, Dds Inc. Cash Balance Plan-0$0--
201727$4,648,842$190,000$27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%.
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$2,551,666$190,000$27,143iApproximate average salary by contribution assumption: employee only about $678,571 at 4% or $452,381 at 6%; with 50% employer match about $452,381 at 4% or $301,587 at 6%; with 100% employer match about $339,286 at 4% or $226,190 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$2,097,176$0-
201627$3,599,975$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$1,969,910$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,630,065$0-
201527$3,111,653$159,000$22,714iApproximate average salary by contribution assumption: employee only about $567,857 at 4% or $378,571 at 6%; with 50% employer match about $378,571 at 4% or $252,381 at 6%; with 100% employer match about $283,929 at 4% or $189,286 at 6%.
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$1,654,081$159,000$22,714iApproximate average salary by contribution assumption: employee only about $567,857 at 4% or $378,571 at 6%; with 50% employer match about $378,571 at 4% or $252,381 at 6%; with 100% employer match about $283,929 at 4% or $189,286 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,457,572$0-
201427$3,011,700$156,000$22,286iApproximate average salary by contribution assumption: employee only about $557,143 at 4% or $371,429 at 6%; with 50% employer match about $371,429 at 4% or $247,619 at 6%; with 100% employer match about $278,571 at 4% or $185,714 at 6%.
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$1,549,456$156,000$22,286iApproximate average salary by contribution assumption: employee only about $557,143 at 4% or $371,429 at 6%; with 50% employer match about $371,429 at 4% or $247,619 at 6%; with 100% employer match about $278,571 at 4% or $185,714 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,462,244$0-
201327$2,634,042$155,000$22,143iApproximate average salary by contribution assumption: employee only about $553,571 at 4% or $369,048 at 6%; with 50% employer match about $369,048 at 4% or $246,032 at 6%; with 100% employer match about $276,786 at 4% or $184,524 at 6%.
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$1,340,164$155,000$22,143iApproximate average salary by contribution assumption: employee only about $553,571 at 4% or $369,048 at 6%; with 50% employer match about $369,048 at 4% or $246,032 at 6%; with 100% employer match about $276,786 at 4% or $184,524 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,293,878$0-
201227$2,141,879$170,000$24,286iApproximate average salary by contribution assumption: employee only about $607,143 at 4% or $404,762 at 6%; with 50% employer match about $404,762 at 4% or $269,841 at 6%; with 100% employer match about $303,571 at 4% or $202,381 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,164,832$0-
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$977,047$170,000$24,286iApproximate average salary by contribution assumption: employee only about $607,143 at 4% or $404,762 at 6%; with 50% employer match about $404,762 at 4% or $269,841 at 6%; with 100% employer match about $303,571 at 4% or $202,381 at 6%.
201127$1,753,299$175,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$1,041,493$0-
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$711,806$175,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201028$1,599,016$150,000$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%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-8$1,013,200$0-
Steven M. Katzel, Dds Inc. Cash Balance Plan-8$585,816$150,000$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%.
200928$1,292,807$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-8$921,747$0-
Steven M. Katzel, Dds Inc. Cash Balance Plan-8$371,060$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
200827$773,216$160,000$22,857iApproximate average salary by contribution assumption: employee only about $571,429 at 4% or $380,952 at 6%; with 50% employer match about $380,952 at 4% or $253,968 at 6%; with 100% employer match about $285,714 at 4% or $190,476 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$645,885--
Steven M. Katzel, Dds Inc. Cash Balance Plan-7$127,331$160,000$22,857iApproximate average salary by contribution assumption: employee only about $571,429 at 4% or $380,952 at 6%; with 50% employer match about $380,952 at 4% or $253,968 at 6%; with 100% employer match about $285,714 at 4% or $190,476 at 6%.
200717$0$0-
Steven M Katzel, Dds Inc. Profit Sharing Plan-7---
200617$857,202$71,993$10,285iApproximate average salary by contribution assumption: employee only about $257,118 at 4% or $171,412 at 6%; with 50% employer match about $171,412 at 4% or $114,275 at 6%; with 100% employer match about $128,559 at 4% or $85,706 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-7$857,202$71,993$10,285iApproximate average salary by contribution assumption: employee only about $257,118 at 4% or $171,412 at 6%; with 50% employer match about $171,412 at 4% or $114,275 at 6%; with 100% employer match about $128,559 at 4% or $85,706 at 6%.
200517$765,106$71,402$10,200iApproximate average salary by contribution assumption: employee only about $255,007 at 4% or $170,005 at 6%; with 50% employer match about $170,005 at 4% or $113,337 at 6%; with 100% employer match about $127,504 at 4% or $85,002 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-7$765,106$71,402$10,200iApproximate average salary by contribution assumption: employee only about $255,007 at 4% or $170,005 at 6%; with 50% employer match about $170,005 at 4% or $113,337 at 6%; with 100% employer match about $127,504 at 4% or $85,002 at 6%.
200417$706,927$65,900$9,414iApproximate average salary by contribution assumption: employee only about $235,357 at 4% or $156,905 at 6%; with 50% employer match about $156,905 at 4% or $104,603 at 6%; with 100% employer match about $117,679 at 4% or $78,452 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-7$706,927$65,900$9,414iApproximate average salary by contribution assumption: employee only about $235,357 at 4% or $156,905 at 6%; with 50% employer match about $156,905 at 4% or $104,603 at 6%; with 100% employer match about $117,679 at 4% or $78,452 at 6%.
200317$575,610$60,282$8,612iApproximate average salary by contribution assumption: employee only about $215,293 at 4% or $143,529 at 6%; with 50% employer match about $143,529 at 4% or $95,686 at 6%; with 100% employer match about $107,646 at 4% or $71,764 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-7$575,610$60,282$8,612iApproximate average salary by contribution assumption: employee only about $215,293 at 4% or $143,529 at 6%; with 50% employer match about $143,529 at 4% or $95,686 at 6%; with 100% employer match about $107,646 at 4% or $71,764 at 6%.
200217$345,356$61,250$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-7$345,356$61,250$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200116$0$0-
Steven M Katzel, Dds Inc. Profit Sharing Plan-6---
200016$396,262$45,310$7,552iApproximate average salary by contribution assumption: employee only about $188,792 at 4% or $125,861 at 6%; with 50% employer match about $125,861 at 4% or $83,907 at 6%; with 100% employer match about $94,396 at 4% or $62,931 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$396,262$45,310$7,552iApproximate average salary by contribution assumption: employee only about $188,792 at 4% or $125,861 at 6%; with 50% employer match about $125,861 at 4% or $83,907 at 6%; with 100% employer match about $94,396 at 4% or $62,931 at 6%.
199916$442,038$40,691$6,782iApproximate average salary by contribution assumption: employee only about $169,546 at 4% or $113,031 at 6%; with 50% employer match about $113,031 at 4% or $75,354 at 6%; with 100% employer match about $84,773 at 4% or $56,515 at 6%.
Steven M Katzel, Dds Inc. Profit Sharing Plan-6$442,038$40,691$6,782iApproximate average salary by contribution assumption: employee only about $169,546 at 4% or $113,031 at 6%; with 50% employer match about $113,031 at 4% or $75,354 at 6%; with 100% employer match about $84,773 at 4% or $56,515 at 6%.
Steven M Katzel, Dds Inc. | EIN 34-1368154 | 2021 Form 5500 Company Profile