Civic Intelligence

David a. Katz Dds, P.A.

Plan context: David a. Katz, D.D.S. Profit Sharing Plan

EIN 41-1991299 • Minneapolis, MN • 25 filings • 3 plans

2828 Irving Avenue SouthMinneapolis, MN 55408
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$2,326,917

2018 Contributions

$66,970

Historical Graphs

Total Assets Over Time

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

$3,007,455$1,503,728$0200320102017YearValue
$2,326,917Latest year 2017

Participants Over Time

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

630200320102017YearValue
5Latest year 2017

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
201810$0$0-
David a. Katz, D.D.S. Profit Sharing Plan-0$0--
201715$2,326,917$66,970$13,394iApproximate average salary by contribution assumption: employee only about $334,850 at 4% or $223,233 at 6%; with 50% employer match about $223,233 at 4% or $148,822 at 6%; with 100% employer match about $167,425 at 4% or $111,617 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$2,326,917$66,970$13,394iApproximate average salary by contribution assumption: employee only about $334,850 at 4% or $223,233 at 6%; with 50% employer match about $223,233 at 4% or $148,822 at 6%; with 100% employer match about $167,425 at 4% or $111,617 at 6%.
201615$2,126,795$69,478$13,896iApproximate average salary by contribution assumption: employee only about $347,390 at 4% or $231,593 at 6%; with 50% employer match about $231,593 at 4% or $154,396 at 6%; with 100% employer match about $173,695 at 4% or $115,797 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$2,126,795$69,478$13,896iApproximate average salary by contribution assumption: employee only about $347,390 at 4% or $231,593 at 6%; with 50% employer match about $231,593 at 4% or $154,396 at 6%; with 100% employer match about $173,695 at 4% or $115,797 at 6%.
201525$3,007,455$274,328$54,866iApproximate average salary by contribution assumption: employee only about $1,371,640 at 4% or $914,427 at 6%; with 50% employer match about $914,427 at 4% or $609,618 at 6%; with 100% employer match about $685,820 at 4% or $457,213 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$1,901,754$73,328$14,666iApproximate average salary by contribution assumption: employee only about $366,640 at 4% or $244,427 at 6%; with 50% employer match about $244,427 at 4% or $162,951 at 6%; with 100% employer match about $183,320 at 4% or $122,213 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$1,105,701$201,000$100,500iApproximate average salary by contribution assumption: employee only about $2,512,500 at 4% or $1,675,000 at 6%; with 50% employer match about $1,675,000 at 4% or $1,116,667 at 6%; with 100% employer match about $1,256,250 at 4% or $837,500 at 6%.
201425$2,983,656$224,142$44,828iApproximate average salary by contribution assumption: employee only about $1,120,710 at 4% or $747,140 at 6%; with 50% employer match about $747,140 at 4% or $498,093 at 6%; with 100% employer match about $560,355 at 4% or $373,570 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$1,902,014$70,142$14,028iApproximate average salary by contribution assumption: employee only about $350,710 at 4% or $233,807 at 6%; with 50% employer match about $233,807 at 4% or $155,871 at 6%; with 100% employer match about $175,355 at 4% or $116,903 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$1,081,642$154,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
201325$2,582,578$223,662$44,732iApproximate average salary by contribution assumption: employee only about $1,118,310 at 4% or $745,540 at 6%; with 50% employer match about $745,540 at 4% or $497,027 at 6%; with 100% employer match about $559,155 at 4% or $372,770 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$1,647,334$69,162$13,832iApproximate average salary by contribution assumption: employee only about $345,810 at 4% or $230,540 at 6%; with 50% employer match about $230,540 at 4% or $153,693 at 6%; with 100% employer match about $172,905 at 4% or $115,270 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$935,244$154,500$77,250iApproximate average salary by contribution assumption: employee only about $1,931,250 at 4% or $1,287,500 at 6%; with 50% employer match about $1,287,500 at 4% or $858,333 at 6%; with 100% employer match about $965,625 at 4% or $643,750 at 6%.
201225$2,138,957$177,718$35,544iApproximate average salary by contribution assumption: employee only about $888,590 at 4% or $592,393 at 6%; with 50% employer match about $592,393 at 4% or $394,929 at 6%; with 100% employer match about $444,295 at 4% or $296,197 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$1,438,638$67,718$13,544iApproximate average salary by contribution assumption: employee only about $338,590 at 4% or $225,727 at 6%; with 50% employer match about $225,727 at 4% or $150,484 at 6%; with 100% employer match about $169,295 at 4% or $112,863 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$700,319$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201126$1,487,674$171,732$28,622iApproximate average salary by contribution assumption: employee only about $715,550 at 4% or $477,033 at 6%; with 50% employer match about $477,033 at 4% or $318,022 at 6%; with 100% employer match about $357,775 at 4% or $238,517 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-6$970,817$66,172$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$516,857$105,560$52,780iApproximate average salary by contribution assumption: employee only about $1,319,500 at 4% or $879,667 at 6%; with 50% employer match about $879,667 at 4% or $586,444 at 6%; with 100% employer match about $659,750 at 4% or $439,833 at 6%.
201026$1,421,469$174,915$29,153iApproximate average salary by contribution assumption: employee only about $728,813 at 4% or $485,875 at 6%; with 50% employer match about $485,875 at 4% or $323,917 at 6%; with 100% employer match about $364,406 at 4% or $242,938 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-6$986,464$59,055$9,843iApproximate average salary by contribution assumption: employee only about $246,063 at 4% or $164,042 at 6%; with 50% employer match about $164,042 at 4% or $109,361 at 6%; with 100% employer match about $123,031 at 4% or $82,021 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$435,005$115,860$57,930iApproximate average salary by contribution assumption: employee only about $1,448,250 at 4% or $965,500 at 6%; with 50% employer match about $965,500 at 4% or $643,667 at 6%; with 100% employer match about $724,125 at 4% or $482,750 at 6%.
200926$1,250,546$175,816$29,303iApproximate average salary by contribution assumption: employee only about $732,567 at 4% or $488,378 at 6%; with 50% employer match about $488,378 at 4% or $325,585 at 6%; with 100% employer match about $366,283 at 4% or $244,189 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-6$934,896$66,095$11,016iApproximate average salary by contribution assumption: employee only about $275,396 at 4% or $183,597 at 6%; with 50% employer match about $183,597 at 4% or $122,398 at 6%; with 100% employer match about $137,698 at 4% or $91,799 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$315,650$109,721$54,861iApproximate average salary by contribution assumption: employee only about $1,371,513 at 4% or $914,342 at 6%; with 50% employer match about $914,342 at 4% or $609,561 at 6%; with 100% employer match about $685,756 at 4% or $457,171 at 6%.
200824$959,790$162,239$40,560iApproximate average salary by contribution assumption: employee only about $1,013,994 at 4% or $675,996 at 6%; with 50% employer match about $675,996 at 4% or $450,664 at 6%; with 100% employer match about $506,997 at 4% or $337,998 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-4$758,747$61,062$15,266iApproximate average salary by contribution assumption: employee only about $381,638 at 4% or $254,425 at 6%; with 50% employer match about $254,425 at 4% or $169,617 at 6%; with 100% employer match about $190,819 at 4% or $127,213 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2$201,043$101,177$50,589iApproximate average salary by contribution assumption: employee only about $1,264,713 at 4% or $843,142 at 6%; with 50% employer match about $843,142 at 4% or $562,094 at 6%; with 100% employer match about $632,356 at 4% or $421,571 at 6%.
200725$995,319$60,169$12,034iApproximate average salary by contribution assumption: employee only about $300,845 at 4% or $200,563 at 6%; with 50% employer match about $200,563 at 4% or $133,709 at 6%; with 100% employer match about $150,423 at 4% or $100,282 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-5$995,319$60,169$12,034iApproximate average salary by contribution assumption: employee only about $300,845 at 4% or $200,563 at 6%; with 50% employer match about $200,563 at 4% or $133,709 at 6%; with 100% employer match about $150,423 at 4% or $100,282 at 6%.
David a. Katz, D.D.S., P.A. Cash Balance Plan-2---
200613$853,241$69,291$23,097iApproximate average salary by contribution assumption: employee only about $577,425 at 4% or $384,950 at 6%; with 50% employer match about $384,950 at 4% or $256,633 at 6%; with 100% employer match about $288,713 at 4% or $192,475 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-3$853,241$69,291$23,097iApproximate average salary by contribution assumption: employee only about $577,425 at 4% or $384,950 at 6%; with 50% employer match about $384,950 at 4% or $256,633 at 6%; with 100% employer match about $288,713 at 4% or $192,475 at 6%.
200513$730,026$65,267$21,756iApproximate average salary by contribution assumption: employee only about $543,892 at 4% or $362,594 at 6%; with 50% employer match about $362,594 at 4% or $241,730 at 6%; with 100% employer match about $271,946 at 4% or $181,297 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-3$730,026$65,267$21,756iApproximate average salary by contribution assumption: employee only about $543,892 at 4% or $362,594 at 6%; with 50% employer match about $362,594 at 4% or $241,730 at 6%; with 100% employer match about $271,946 at 4% or $181,297 at 6%.
200414$597,105$62,233$15,558iApproximate average salary by contribution assumption: employee only about $388,956 at 4% or $259,304 at 6%; with 50% employer match about $259,304 at 4% or $172,869 at 6%; with 100% employer match about $194,478 at 4% or $129,652 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-4$597,105$62,233$15,558iApproximate average salary by contribution assumption: employee only about $388,956 at 4% or $259,304 at 6%; with 50% employer match about $259,304 at 4% or $172,869 at 6%; with 100% employer match about $194,478 at 4% or $129,652 at 6%.
200313$510,454$71,757$23,919iApproximate average salary by contribution assumption: employee only about $597,975 at 4% or $398,650 at 6%; with 50% employer match about $398,650 at 4% or $265,767 at 6%; with 100% employer match about $298,988 at 4% or $199,325 at 6%.
David a. Katz, D.D.S. Profit Sharing Plan-3$510,454$71,757$23,919iApproximate average salary by contribution assumption: employee only about $597,975 at 4% or $398,650 at 6%; with 50% employer match about $398,650 at 4% or $265,767 at 6%; with 100% employer match about $298,988 at 4% or $199,325 at 6%.