Steven J. Katz, D.D.S., M.S.
Plan context: Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust
EIN 34-1658308 • 12 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
5
2008 Assets
$422,176
2008 Contributions
$78,557
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 5 | $422,176 | $78,557 | $15,711iApproximate average salary by contribution assumption: employee only about $392,785 at 4% or $261,857 at 6%; with 50% employer match about $261,857 at 4% or $174,571 at 6%; with 100% employer match about $196,393 at 4% or $130,928 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 5 | $422,176 | $78,557 | $15,711iApproximate average salary by contribution assumption: employee only about $392,785 at 4% or $261,857 at 6%; with 50% employer match about $261,857 at 4% or $174,571 at 6%; with 100% employer match about $196,393 at 4% or $130,928 at 6%. |
| 2007 | 1 | 5 | $668,276 | $83,504 | $16,701iApproximate average salary by contribution assumption: employee only about $417,520 at 4% or $278,347 at 6%; with 50% employer match about $278,347 at 4% or $185,564 at 6%; with 100% employer match about $208,760 at 4% or $139,173 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 5 | $668,276 | $83,504 | $16,701iApproximate average salary by contribution assumption: employee only about $417,520 at 4% or $278,347 at 6%; with 50% employer match about $278,347 at 4% or $185,564 at 6%; with 100% employer match about $208,760 at 4% or $139,173 at 6%. |
| 2006 | 1 | 5 | $532,543 | $71,846 | $14,369iApproximate average salary by contribution assumption: employee only about $359,230 at 4% or $239,487 at 6%; with 50% employer match about $239,487 at 4% or $159,658 at 6%; with 100% employer match about $179,615 at 4% or $119,743 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 5 | $532,543 | $71,846 | $14,369iApproximate average salary by contribution assumption: employee only about $359,230 at 4% or $239,487 at 6%; with 50% employer match about $239,487 at 4% or $159,658 at 6%; with 100% employer match about $179,615 at 4% or $119,743 at 6%. |
| 2005 | 1 | 6 | $428,056 | $71,740 | $11,957iApproximate average salary by contribution assumption: employee only about $298,917 at 4% or $199,278 at 6%; with 50% employer match about $199,278 at 4% or $132,852 at 6%; with 100% employer match about $149,458 at 4% or $99,639 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 6 | $428,056 | $71,740 | $11,957iApproximate average salary by contribution assumption: employee only about $298,917 at 4% or $199,278 at 6%; with 50% employer match about $199,278 at 4% or $132,852 at 6%; with 100% employer match about $149,458 at 4% or $99,639 at 6%. |
| 2004 | 1 | 7 | $536,270 | $75,223 | $10,746iApproximate average salary by contribution assumption: employee only about $268,654 at 4% or $179,102 at 6%; with 50% employer match about $179,102 at 4% or $119,402 at 6%; with 100% employer match about $134,327 at 4% or $89,551 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 7 | $536,270 | $75,223 | $10,746iApproximate average salary by contribution assumption: employee only about $268,654 at 4% or $179,102 at 6%; with 50% employer match about $179,102 at 4% or $119,402 at 6%; with 100% employer match about $134,327 at 4% or $89,551 at 6%. |
| 2003 | 1 | 5 | $408,840 | $0 | - |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 5 | $408,840 | - | - |
| 2002 | 2 | 5 | $0 | $0 | - |
| Steven J. Katz D.D.S., M.S. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2001 | 2 | 4 | $412,070 | $50,215 | $12,554iApproximate average salary by contribution assumption: employee only about $313,844 at 4% or $209,229 at 6%; with 50% employer match about $209,229 at 4% or $139,486 at 6%; with 100% employer match about $156,922 at 4% or $104,615 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 4 | $285,343 | $37,388 | $9,347iApproximate average salary by contribution assumption: employee only about $233,675 at 4% or $155,783 at 6%; with 50% employer match about $155,783 at 4% or $103,856 at 6%; with 100% employer match about $116,838 at 4% or $77,892 at 6%. |
| Steven J. Katz D.D.S., M.S. Money Purchase Pension Plan and Trust | - | 4 | $126,727 | $12,827 | $3,207iApproximate average salary by contribution assumption: employee only about $80,169 at 4% or $53,446 at 6%; with 50% employer match about $53,446 at 4% or $35,631 at 6%; with 100% employer match about $40,084 at 4% or $26,723 at 6%. |
| 2000 | 2 | 5 | $326,203 | $32,508 | $6,502iApproximate average salary by contribution assumption: employee only about $162,540 at 4% or $108,360 at 6%; with 50% employer match about $108,360 at 4% or $72,240 at 6%; with 100% employer match about $81,270 at 4% or $54,180 at 6%. |
| Steven J. Katz D.D.S., M.S. Profit Sharing Plan and Trust | - | 5 | $326,203 | $32,508 | $6,502iApproximate average salary by contribution assumption: employee only about $162,540 at 4% or $108,360 at 6%; with 50% employer match about $108,360 at 4% or $72,240 at 6%; with 100% employer match about $81,270 at 4% or $54,180 at 6%. |
| Steven J. Katz D.D.S., M.S. Money Purchase Pension Plan and Trust | - | 5 | - | - | - |