Civic Intelligence

Katz & Gershenzon Ltd.

Plan context: Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust

EIN 36-2757472 • Chicago, IL • 26 filings • 4 plans

30 North Michigan AvenueSuite 904Chicago, IL 60602-3501
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$909,913

2024 Contributions

$108,752

Historical Graphs

Total Assets Over Time

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

$3,883,918$1,941,959$0199920122024YearValue
$909,913Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest 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
202416$909,913$108,752$18,125iApproximate average salary by contribution assumption: employee only about $453,133 at 4% or $302,089 at 6%; with 50% employer match about $302,089 at 4% or $201,393 at 6%; with 100% employer match about $226,567 at 4% or $151,044 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-6$909,913$108,752$18,125iApproximate average salary by contribution assumption: employee only about $453,133 at 4% or $302,089 at 6%; with 50% employer match about $302,089 at 4% or $201,393 at 6%; with 100% employer match about $226,567 at 4% or $151,044 at 6%.
202315$859,141$99,600$19,920iApproximate average salary by contribution assumption: employee only about $498,000 at 4% or $332,000 at 6%; with 50% employer match about $332,000 at 4% or $221,333 at 6%; with 100% employer match about $249,000 at 4% or $166,000 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-5$859,141$99,600$19,920iApproximate average salary by contribution assumption: employee only about $498,000 at 4% or $332,000 at 6%; with 50% employer match about $332,000 at 4% or $221,333 at 6%; with 100% employer match about $249,000 at 4% or $166,000 at 6%.
202214$654,879$92,396$23,099iApproximate average salary by contribution assumption: employee only about $577,475 at 4% or $384,983 at 6%; with 50% employer match about $384,983 at 4% or $256,656 at 6%; with 100% employer match about $288,738 at 4% or $192,492 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-4$654,879$92,396$23,099iApproximate average salary by contribution assumption: employee only about $577,475 at 4% or $384,983 at 6%; with 50% employer match about $384,983 at 4% or $256,656 at 6%; with 100% employer match about $288,738 at 4% or $192,492 at 6%.
202114$653,214$89,723$22,431iApproximate average salary by contribution assumption: employee only about $560,769 at 4% or $373,846 at 6%; with 50% employer match about $373,846 at 4% or $249,231 at 6%; with 100% employer match about $280,384 at 4% or $186,923 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-4$653,214$89,723$22,431iApproximate average salary by contribution assumption: employee only about $560,769 at 4% or $373,846 at 6%; with 50% employer match about $373,846 at 4% or $249,231 at 6%; with 100% employer match about $280,384 at 4% or $186,923 at 6%.
202019$3,883,918$147,421$16,380iApproximate average salary by contribution assumption: employee only about $409,503 at 4% or $273,002 at 6%; with 50% employer match about $273,002 at 4% or $182,001 at 6%; with 100% employer match about $204,751 at 4% or $136,501 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-9$3,883,918$147,421$16,380iApproximate average salary by contribution assumption: employee only about $409,503 at 4% or $273,002 at 6%; with 50% employer match about $273,002 at 4% or $182,001 at 6%; with 100% employer match about $204,751 at 4% or $136,501 at 6%.
201918$3,457,548$60,835$7,604iApproximate average salary by contribution assumption: employee only about $190,109 at 4% or $126,740 at 6%; with 50% employer match about $126,740 at 4% or $84,493 at 6%; with 100% employer match about $95,055 at 4% or $63,370 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-8$3,457,548$60,835$7,604iApproximate average salary by contribution assumption: employee only about $190,109 at 4% or $126,740 at 6%; with 50% employer match about $126,740 at 4% or $84,493 at 6%; with 100% employer match about $95,055 at 4% or $63,370 at 6%.
201819$2,895,073$411,802$45,756iApproximate average salary by contribution assumption: employee only about $1,143,894 at 4% or $762,596 at 6%; with 50% employer match about $762,596 at 4% or $508,398 at 6%; with 100% employer match about $571,947 at 4% or $381,298 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-9$2,895,073$411,802$45,756iApproximate average salary by contribution assumption: employee only about $1,143,894 at 4% or $762,596 at 6%; with 50% employer match about $762,596 at 4% or $508,398 at 6%; with 100% employer match about $571,947 at 4% or $381,298 at 6%.
201717$2,694,859$71,192$10,170iApproximate average salary by contribution assumption: employee only about $254,257 at 4% or $169,505 at 6%; with 50% employer match about $169,505 at 4% or $113,003 at 6%; with 100% employer match about $127,129 at 4% or $84,752 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$2,694,859$71,192$10,170iApproximate average salary by contribution assumption: employee only about $254,257 at 4% or $169,505 at 6%; with 50% employer match about $169,505 at 4% or $113,003 at 6%; with 100% employer match about $127,129 at 4% or $84,752 at 6%.
201617$2,289,414$69,529$9,933iApproximate average salary by contribution assumption: employee only about $248,318 at 4% or $165,545 at 6%; with 50% employer match about $165,545 at 4% or $110,363 at 6%; with 100% employer match about $124,159 at 4% or $82,773 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$2,289,414$69,529$9,933iApproximate average salary by contribution assumption: employee only about $248,318 at 4% or $165,545 at 6%; with 50% employer match about $165,545 at 4% or $110,363 at 6%; with 100% employer match about $124,159 at 4% or $82,773 at 6%.
201517$2,035,894$78,273$11,182iApproximate average salary by contribution assumption: employee only about $279,546 at 4% or $186,364 at 6%; with 50% employer match about $186,364 at 4% or $124,243 at 6%; with 100% employer match about $139,773 at 4% or $93,182 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$2,035,894$78,273$11,182iApproximate average salary by contribution assumption: employee only about $279,546 at 4% or $186,364 at 6%; with 50% employer match about $186,364 at 4% or $124,243 at 6%; with 100% employer match about $139,773 at 4% or $93,182 at 6%.
201417$2,023,669$68,878$9,840iApproximate average salary by contribution assumption: employee only about $245,993 at 4% or $163,995 at 6%; with 50% employer match about $163,995 at 4% or $109,330 at 6%; with 100% employer match about $122,996 at 4% or $81,998 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$2,023,669$68,878$9,840iApproximate average salary by contribution assumption: employee only about $245,993 at 4% or $163,995 at 6%; with 50% employer match about $163,995 at 4% or $109,330 at 6%; with 100% employer match about $122,996 at 4% or $81,998 at 6%.
201317$1,878,951$65,837$9,405iApproximate average salary by contribution assumption: employee only about $235,132 at 4% or $156,755 at 6%; with 50% employer match about $156,755 at 4% or $104,503 at 6%; with 100% employer match about $117,566 at 4% or $78,377 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$1,878,951$65,837$9,405iApproximate average salary by contribution assumption: employee only about $235,132 at 4% or $156,755 at 6%; with 50% employer match about $156,755 at 4% or $104,503 at 6%; with 100% employer match about $117,566 at 4% or $78,377 at 6%.
201218$1,531,029$65,174$8,147iApproximate average salary by contribution assumption: employee only about $203,669 at 4% or $135,779 at 6%; with 50% employer match about $135,779 at 4% or $90,519 at 6%; with 100% employer match about $101,834 at 4% or $67,890 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-8$1,531,029$65,174$8,147iApproximate average salary by contribution assumption: employee only about $203,669 at 4% or $135,779 at 6%; with 50% employer match about $135,779 at 4% or $90,519 at 6%; with 100% employer match about $101,834 at 4% or $67,890 at 6%.
201118$1,277,076$66,308$8,289iApproximate average salary by contribution assumption: employee only about $207,213 at 4% or $138,142 at 6%; with 50% employer match about $138,142 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-8$1,277,076$66,308$8,289iApproximate average salary by contribution assumption: employee only about $207,213 at 4% or $138,142 at 6%; with 50% employer match about $138,142 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%.
201018$1,197,727$65,525$8,191iApproximate average salary by contribution assumption: employee only about $204,766 at 4% or $136,510 at 6%; with 50% employer match about $136,510 at 4% or $91,007 at 6%; with 100% employer match about $102,383 at 4% or $68,255 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-8$1,197,727$65,525$8,191iApproximate average salary by contribution assumption: employee only about $204,766 at 4% or $136,510 at 6%; with 50% employer match about $136,510 at 4% or $91,007 at 6%; with 100% employer match about $102,383 at 4% or $68,255 at 6%.
200918$971,815$61,757$7,720iApproximate average salary by contribution assumption: employee only about $192,991 at 4% or $128,660 at 6%; with 50% employer match about $128,660 at 4% or $85,774 at 6%; with 100% employer match about $96,495 at 4% or $64,330 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-8$971,815$61,757$7,720iApproximate average salary by contribution assumption: employee only about $192,991 at 4% or $128,660 at 6%; with 50% employer match about $128,660 at 4% or $85,774 at 6%; with 100% employer match about $96,495 at 4% or $64,330 at 6%.
200817$906,638$61,648$8,807iApproximate average salary by contribution assumption: employee only about $220,171 at 4% or $146,781 at 6%; with 50% employer match about $146,781 at 4% or $97,854 at 6%; with 100% employer match about $110,086 at 4% or $73,390 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$906,638$61,648$8,807iApproximate average salary by contribution assumption: employee only about $220,171 at 4% or $146,781 at 6%; with 50% employer match about $146,781 at 4% or $97,854 at 6%; with 100% employer match about $110,086 at 4% or $73,390 at 6%.
200717$0$0-
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7---
200618$2,743,398$87,714$10,964iApproximate average salary by contribution assumption: employee only about $274,106 at 4% or $182,738 at 6%; with 50% employer match about $182,738 at 4% or $121,825 at 6%; with 100% employer match about $137,053 at 4% or $91,369 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-8$2,743,398$87,714$10,964iApproximate average salary by contribution assumption: employee only about $274,106 at 4% or $182,738 at 6%; with 50% employer match about $182,738 at 4% or $121,825 at 6%; with 100% employer match about $137,053 at 4% or $91,369 at 6%.
200517$2,422,037$95,999$13,714iApproximate average salary by contribution assumption: employee only about $342,854 at 4% or $228,569 at 6%; with 50% employer match about $228,569 at 4% or $152,379 at 6%; with 100% employer match about $171,427 at 4% or $114,285 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-7$2,422,037$95,999$13,714iApproximate average salary by contribution assumption: employee only about $342,854 at 4% or $228,569 at 6%; with 50% employer match about $228,569 at 4% or $152,379 at 6%; with 100% employer match about $171,427 at 4% or $114,285 at 6%.
200416$2,185,519$81,267$13,545iApproximate average salary by contribution assumption: employee only about $338,613 at 4% or $225,742 at 6%; with 50% employer match about $225,742 at 4% or $150,494 at 6%; with 100% employer match about $169,306 at 4% or $112,871 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-6$2,185,519$81,267$13,545iApproximate average salary by contribution assumption: employee only about $338,613 at 4% or $225,742 at 6%; with 50% employer match about $225,742 at 4% or $150,494 at 6%; with 100% employer match about $169,306 at 4% or $112,871 at 6%.
200315$2,180,420$67,998$13,600iApproximate average salary by contribution assumption: employee only about $339,990 at 4% or $226,660 at 6%; with 50% employer match about $226,660 at 4% or $151,107 at 6%; with 100% employer match about $169,995 at 4% or $113,330 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-5$2,180,420$67,998$13,600iApproximate average salary by contribution assumption: employee only about $339,990 at 4% or $226,660 at 6%; with 50% employer match about $226,660 at 4% or $151,107 at 6%; with 100% employer match about $169,995 at 4% or $113,330 at 6%.
200215$1,829,243$76,229$15,246iApproximate average salary by contribution assumption: employee only about $381,145 at 4% or $254,097 at 6%; with 50% employer match about $254,097 at 4% or $169,398 at 6%; with 100% employer match about $190,573 at 4% or $127,048 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-5$1,829,243$76,229$15,246iApproximate average salary by contribution assumption: employee only about $381,145 at 4% or $254,097 at 6%; with 50% employer match about $254,097 at 4% or $169,398 at 6%; with 100% employer match about $190,573 at 4% or $127,048 at 6%.
200115$1,597,362$61,615$12,323iApproximate average salary by contribution assumption: employee only about $308,075 at 4% or $205,383 at 6%; with 50% employer match about $205,383 at 4% or $136,922 at 6%; with 100% employer match about $154,038 at 4% or $102,692 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-5$1,597,362$61,615$12,323iApproximate average salary by contribution assumption: employee only about $308,075 at 4% or $205,383 at 6%; with 50% employer match about $205,383 at 4% or $136,922 at 6%; with 100% employer match about $154,038 at 4% or $102,692 at 6%.
200015$1,412,124$53,704$10,741iApproximate average salary by contribution assumption: employee only about $268,520 at 4% or $179,013 at 6%; with 50% employer match about $179,013 at 4% or $119,342 at 6%; with 100% employer match about $134,260 at 4% or $89,507 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-5$1,412,124$53,704$10,741iApproximate average salary by contribution assumption: employee only about $268,520 at 4% or $179,013 at 6%; with 50% employer match about $179,013 at 4% or $119,342 at 6%; with 100% employer match about $134,260 at 4% or $89,507 at 6%.
199914$1,272,725$66,430$16,608iApproximate average salary by contribution assumption: employee only about $415,188 at 4% or $276,792 at 6%; with 50% employer match about $276,792 at 4% or $184,528 at 6%; with 100% employer match about $207,594 at 4% or $138,396 at 6%.
Katz & Gershenzon Ltd. Profit-Sharing Plan and Trust-4$1,272,725$66,430$16,608iApproximate average salary by contribution assumption: employee only about $415,188 at 4% or $276,792 at 6%; with 50% employer match about $276,792 at 4% or $184,528 at 6%; with 100% employer match about $207,594 at 4% or $138,396 at 6%.