Civic Intelligence

Thomas W. Katz, S.C.

Plan context: Thomas W. Katz, S.C. Profit Sharing Plan

EIN 39-1701869 • Waupun, WI • 33 filings • 7 plans

412 Shaler DrWaupun, WI 53963
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$1,816,857

2024 Contributions

$203,601

Historical Graphs

Total Assets Over Time

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

$1,816,857$908,429$0199920122024YearValue
$1,816,857Latest year 2024

Participants Over Time

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

34170199920122024YearValue
34Latest 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
2024134$1,816,857$203,601$5,988iApproximate average salary by contribution assumption: employee only about $149,707 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-34$1,816,857$203,601$5,988iApproximate average salary by contribution assumption: employee only about $149,707 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%.
2023133$1,437,012$173,941$5,271iApproximate average salary by contribution assumption: employee only about $131,773 at 4% or $87,849 at 6%; with 50% employer match about $87,849 at 4% or $58,566 at 6%; with 100% employer match about $65,887 at 4% or $43,924 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-33$1,437,012$173,941$5,271iApproximate average salary by contribution assumption: employee only about $131,773 at 4% or $87,849 at 6%; with 50% employer match about $87,849 at 4% or $58,566 at 6%; with 100% employer match about $65,887 at 4% or $43,924 at 6%.
2022133$1,008,817$162,050$4,911iApproximate average salary by contribution assumption: employee only about $122,765 at 4% or $81,843 at 6%; with 50% employer match about $81,843 at 4% or $54,562 at 6%; with 100% employer match about $61,383 at 4% or $40,922 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-33$1,008,817$162,050$4,911iApproximate average salary by contribution assumption: employee only about $122,765 at 4% or $81,843 at 6%; with 50% employer match about $81,843 at 4% or $54,562 at 6%; with 100% employer match about $61,383 at 4% or $40,922 at 6%.
2021125$1,085,389$128,073$5,123iApproximate average salary by contribution assumption: employee only about $128,073 at 4% or $85,382 at 6%; with 50% employer match about $85,382 at 4% or $56,921 at 6%; with 100% employer match about $64,037 at 4% or $42,691 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-25$1,085,389$128,073$5,123iApproximate average salary by contribution assumption: employee only about $128,073 at 4% or $85,382 at 6%; with 50% employer match about $85,382 at 4% or $56,921 at 6%; with 100% employer match about $64,037 at 4% or $42,691 at 6%.
2020123$833,082$101,847$4,428iApproximate average salary by contribution assumption: employee only about $110,703 at 4% or $73,802 at 6%; with 50% employer match about $73,802 at 4% or $49,201 at 6%; with 100% employer match about $55,352 at 4% or $36,901 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-23$833,082$101,847$4,428iApproximate average salary by contribution assumption: employee only about $110,703 at 4% or $73,802 at 6%; with 50% employer match about $73,802 at 4% or $49,201 at 6%; with 100% employer match about $55,352 at 4% or $36,901 at 6%.
2019122$599,507$109,962$4,998iApproximate average salary by contribution assumption: employee only about $124,957 at 4% or $83,305 at 6%; with 50% employer match about $83,305 at 4% or $55,536 at 6%; with 100% employer match about $62,478 at 4% or $41,652 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-22$599,507$109,962$4,998iApproximate average salary by contribution assumption: employee only about $124,957 at 4% or $83,305 at 6%; with 50% employer match about $83,305 at 4% or $55,536 at 6%; with 100% employer match about $62,478 at 4% or $41,652 at 6%.
2018120$395,444$128,225$6,411iApproximate average salary by contribution assumption: employee only about $160,281 at 4% or $106,854 at 6%; with 50% employer match about $106,854 at 4% or $71,236 at 6%; with 100% employer match about $80,141 at 4% or $53,427 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-20$395,444$128,225$6,411iApproximate average salary by contribution assumption: employee only about $160,281 at 4% or $106,854 at 6%; with 50% employer match about $106,854 at 4% or $71,236 at 6%; with 100% employer match about $80,141 at 4% or $53,427 at 6%.
2017120$776,406$99,675$4,984iApproximate average salary by contribution assumption: employee only about $124,594 at 4% or $83,063 at 6%; with 50% employer match about $83,063 at 4% or $55,375 at 6%; with 100% employer match about $62,297 at 4% or $41,531 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-20$776,406$99,675$4,984iApproximate average salary by contribution assumption: employee only about $124,594 at 4% or $83,063 at 6%; with 50% employer match about $83,063 at 4% or $55,375 at 6%; with 100% employer match about $62,297 at 4% or $41,531 at 6%.
2016120$735,029$110,807$5,540iApproximate average salary by contribution assumption: employee only about $138,509 at 4% or $92,339 at 6%; with 50% employer match about $92,339 at 4% or $61,559 at 6%; with 100% employer match about $69,254 at 4% or $46,170 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-20$735,029$110,807$5,540iApproximate average salary by contribution assumption: employee only about $138,509 at 4% or $92,339 at 6%; with 50% employer match about $92,339 at 4% or $61,559 at 6%; with 100% employer match about $69,254 at 4% or $46,170 at 6%.
2015121$659,877$101,263$4,822iApproximate average salary by contribution assumption: employee only about $120,551 at 4% or $80,367 at 6%; with 50% employer match about $80,367 at 4% or $53,578 at 6%; with 100% employer match about $60,276 at 4% or $40,184 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-21$659,877$101,263$4,822iApproximate average salary by contribution assumption: employee only about $120,551 at 4% or $80,367 at 6%; with 50% employer match about $80,367 at 4% or $53,578 at 6%; with 100% employer match about $60,276 at 4% or $40,184 at 6%.
2014115$568,172$57,187$3,812iApproximate average salary by contribution assumption: employee only about $95,312 at 4% or $63,541 at 6%; with 50% employer match about $63,541 at 4% or $42,361 at 6%; with 100% employer match about $47,656 at 4% or $31,771 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-15$568,172$57,187$3,812iApproximate average salary by contribution assumption: employee only about $95,312 at 4% or $63,541 at 6%; with 50% employer match about $63,541 at 4% or $42,361 at 6%; with 100% employer match about $47,656 at 4% or $31,771 at 6%.
2013111$653,396$4,399$400iApproximate average salary by contribution assumption: employee only about $9,998 at 4% or $6,665 at 6%; with 50% employer match about $6,665 at 4% or $4,443 at 6%; with 100% employer match about $4,999 at 4% or $3,333 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-11$653,396$4,399$400iApproximate average salary by contribution assumption: employee only about $9,998 at 4% or $6,665 at 6%; with 50% employer match about $6,665 at 4% or $4,443 at 6%; with 100% employer match about $4,999 at 4% or $3,333 at 6%.
2012111$546,509$26,972$2,452iApproximate average salary by contribution assumption: employee only about $61,300 at 4% or $40,867 at 6%; with 50% employer match about $40,867 at 4% or $27,244 at 6%; with 100% employer match about $30,650 at 4% or $20,433 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-11$546,509$26,972$2,452iApproximate average salary by contribution assumption: employee only about $61,300 at 4% or $40,867 at 6%; with 50% employer match about $40,867 at 4% or $27,244 at 6%; with 100% employer match about $30,650 at 4% or $20,433 at 6%.
201118$477,909$44,897$5,612iApproximate average salary by contribution assumption: employee only about $140,303 at 4% or $93,535 at 6%; with 50% employer match about $93,535 at 4% or $62,357 at 6%; with 100% employer match about $70,152 at 4% or $46,768 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-8$477,909$44,897$5,612iApproximate average salary by contribution assumption: employee only about $140,303 at 4% or $93,535 at 6%; with 50% employer match about $93,535 at 4% or $62,357 at 6%; with 100% employer match about $70,152 at 4% or $46,768 at 6%.
2010111$798,074$45,479$4,134iApproximate average salary by contribution assumption: employee only about $103,361 at 4% or $68,908 at 6%; with 50% employer match about $68,908 at 4% or $45,938 at 6%; with 100% employer match about $51,681 at 4% or $34,454 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-11$798,074$45,479$4,134iApproximate average salary by contribution assumption: employee only about $103,361 at 4% or $68,908 at 6%; with 50% employer match about $68,908 at 4% or $45,938 at 6%; with 100% employer match about $51,681 at 4% or $34,454 at 6%.
2009111$717,032$33,827$3,075iApproximate average salary by contribution assumption: employee only about $76,880 at 4% or $51,253 at 6%; with 50% employer match about $51,253 at 4% or $34,169 at 6%; with 100% employer match about $38,440 at 4% or $25,627 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-11$717,032$33,827$3,075iApproximate average salary by contribution assumption: employee only about $76,880 at 4% or $51,253 at 6%; with 50% employer match about $51,253 at 4% or $34,169 at 6%; with 100% employer match about $38,440 at 4% or $25,627 at 6%.
200839$533,284$646,571$71,841iApproximate average salary by contribution assumption: employee only about $1,796,031 at 4% or $1,197,354 at 6%; with 50% employer match about $1,197,354 at 4% or $798,236 at 6%; with 100% employer match about $898,015 at 4% or $598,677 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-9$533,284$646,571$71,841iApproximate average salary by contribution assumption: employee only about $1,796,031 at 4% or $1,197,354 at 6%; with 50% employer match about $1,197,354 at 4% or $798,236 at 6%; with 100% employer match about $898,015 at 4% or $598,677 at 6%.
DENTISTRY OF WISCONSIN, SC DEFINED BENEFIT PLAN-0---
Thomas W. Katz, S.C. Profit Sharing Plan-0---
2007314$0$0-
DENTISTRY OF WISCONSIN, S.C. DEFINED BENEFIT PLAN-11---
Thomas W. Katz, S.C. Profit Sharing Plan-1---
Thomas W. Katz, S.C. Profit Sharing Plan-14---
2006313$1,133,212$156,702$12,054iApproximate average salary by contribution assumption: employee only about $301,350 at 4% or $200,900 at 6%; with 50% employer match about $200,900 at 4% or $133,933 at 6%; with 100% employer match about $150,675 at 4% or $100,450 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-1$661,722--
DENTISTRY OF WISCONSIN, S.C. 401K PLAN-13$376,884$115,556$8,889iApproximate average salary by contribution assumption: employee only about $222,223 at 4% or $148,149 at 6%; with 50% employer match about $148,149 at 4% or $98,766 at 6%; with 100% employer match about $111,112 at 4% or $74,074 at 6%.
DENTISTRY OF WISCONSIN, S.C. DEFINED BENEFIT PLAN-6$94,606$41,146$6,858iApproximate average salary by contribution assumption: employee only about $171,442 at 4% or $114,294 at 6%; with 50% employer match about $114,294 at 4% or $76,196 at 6%; with 100% employer match about $85,721 at 4% or $57,147 at 6%.
200527$255,627$149,045$21,292iApproximate average salary by contribution assumption: employee only about $532,304 at 4% or $354,869 at 6%; with 50% employer match about $354,869 at 4% or $236,579 at 6%; with 100% employer match about $266,152 at 4% or $177,435 at 6%.
DENTISTRY OF WISCONSIN, S.C. 401K PLAN-5$209,559$102,977$20,595iApproximate average salary by contribution assumption: employee only about $514,885 at 4% or $343,257 at 6%; with 50% employer match about $343,257 at 4% or $228,838 at 6%; with 100% employer match about $257,443 at 4% or $171,628 at 6%.
DENTISTRY OF WISCONSIN, S.C. DEFINED BENEFIT PLAN-7$46,068$46,068$6,581iApproximate average salary by contribution assumption: employee only about $164,529 at 4% or $109,686 at 6%; with 50% employer match about $109,686 at 4% or $73,124 at 6%; with 100% employer match about $82,264 at 4% or $54,843 at 6%.
200419$451,367$53,375$5,931iApproximate average salary by contribution assumption: employee only about $148,264 at 4% or $98,843 at 6%; with 50% employer match about $98,843 at 4% or $65,895 at 6%; with 100% employer match about $74,132 at 4% or $49,421 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-9$451,367$53,375$5,931iApproximate average salary by contribution assumption: employee only about $148,264 at 4% or $98,843 at 6%; with 50% employer match about $98,843 at 4% or $65,895 at 6%; with 100% employer match about $74,132 at 4% or $49,421 at 6%.
200316$341,307$52,980$8,830iApproximate average salary by contribution assumption: employee only about $220,750 at 4% or $147,167 at 6%; with 50% employer match about $147,167 at 4% or $98,111 at 6%; with 100% employer match about $110,375 at 4% or $73,583 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-6$341,307$52,980$8,830iApproximate average salary by contribution assumption: employee only about $220,750 at 4% or $147,167 at 6%; with 50% employer match about $147,167 at 4% or $98,111 at 6%; with 100% employer match about $110,375 at 4% or $73,583 at 6%.
200216$221,083$54,230$9,038iApproximate average salary by contribution assumption: employee only about $225,958 at 4% or $150,639 at 6%; with 50% employer match about $150,639 at 4% or $100,426 at 6%; with 100% employer match about $112,979 at 4% or $75,319 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-6$221,083$54,230$9,038iApproximate average salary by contribution assumption: employee only about $225,958 at 4% or $150,639 at 6%; with 50% employer match about $150,639 at 4% or $100,426 at 6%; with 100% employer match about $112,979 at 4% or $75,319 at 6%.
200116$182,136$46,020$7,670iApproximate average salary by contribution assumption: employee only about $191,750 at 4% or $127,833 at 6%; with 50% employer match about $127,833 at 4% or $85,222 at 6%; with 100% employer match about $95,875 at 4% or $63,917 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-6$182,136$46,020$7,670iApproximate average salary by contribution assumption: employee only about $191,750 at 4% or $127,833 at 6%; with 50% employer match about $127,833 at 4% or $85,222 at 6%; with 100% employer match about $95,875 at 4% or $63,917 at 6%.
200016$137,534$37,853$6,309iApproximate average salary by contribution assumption: employee only about $157,721 at 4% or $105,147 at 6%; with 50% employer match about $105,147 at 4% or $70,098 at 6%; with 100% employer match about $78,860 at 4% or $52,574 at 6%.
Thomas W. Katz, S.C. Profit Sharing Plan-6$137,534$37,853$6,309iApproximate average salary by contribution assumption: employee only about $157,721 at 4% or $105,147 at 6%; with 50% employer match about $105,147 at 4% or $70,098 at 6%; with 100% employer match about $78,860 at 4% or $52,574 at 6%.
199916$99,042$0-
Thomas W. Katz, S.C. Profit Sharing Plan-6$99,042--