Jr Katz LLC
Plan context: Jr Katz LLC 401(K) Plan
EIN 46-3613717 • Northbrook, IL • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$4,891,349
2024 Contributions
$104,329
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $4,891,349 | $104,329 | $20,866iApproximate average salary by contribution assumption: employee only about $521,645 at 4% or $347,763 at 6%; with 50% employer match about $347,763 at 4% or $231,842 at 6%; with 100% employer match about $260,823 at 4% or $173,882 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 5 | $4,891,349 | $104,329 | $20,866iApproximate average salary by contribution assumption: employee only about $521,645 at 4% or $347,763 at 6%; with 50% employer match about $347,763 at 4% or $231,842 at 6%; with 100% employer match about $260,823 at 4% or $173,882 at 6%. |
| 2023 | 1 | 5 | $4,312,462 | $47,130 | $9,426iApproximate average salary by contribution assumption: employee only about $235,650 at 4% or $157,100 at 6%; with 50% employer match about $157,100 at 4% or $104,733 at 6%; with 100% employer match about $117,825 at 4% or $78,550 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 5 | $4,312,462 | $47,130 | $9,426iApproximate average salary by contribution assumption: employee only about $235,650 at 4% or $157,100 at 6%; with 50% employer match about $157,100 at 4% or $104,733 at 6%; with 100% employer match about $117,825 at 4% or $78,550 at 6%. |
| 2022 | 1 | 7 | $4,115,025 | $53,067 | $7,581iApproximate average salary by contribution assumption: employee only about $189,525 at 4% or $126,350 at 6%; with 50% employer match about $126,350 at 4% or $84,233 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 7 | $4,115,025 | $53,067 | $7,581iApproximate average salary by contribution assumption: employee only about $189,525 at 4% or $126,350 at 6%; with 50% employer match about $126,350 at 4% or $84,233 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%. |
| 2021 | 1 | 7 | $4,793,169 | $69,060 | $9,866iApproximate average salary by contribution assumption: employee only about $246,643 at 4% or $164,429 at 6%; with 50% employer match about $164,429 at 4% or $109,619 at 6%; with 100% employer match about $123,321 at 4% or $82,214 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 7 | $4,793,169 | $69,060 | $9,866iApproximate average salary by contribution assumption: employee only about $246,643 at 4% or $164,429 at 6%; with 50% employer match about $164,429 at 4% or $109,619 at 6%; with 100% employer match about $123,321 at 4% or $82,214 at 6%. |
| 2020 | 1 | 7 | $4,253,897 | $91,975 | $13,139iApproximate average salary by contribution assumption: employee only about $328,482 at 4% or $218,988 at 6%; with 50% employer match about $218,988 at 4% or $145,992 at 6%; with 100% employer match about $164,241 at 4% or $109,494 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 7 | $4,253,897 | $91,975 | $13,139iApproximate average salary by contribution assumption: employee only about $328,482 at 4% or $218,988 at 6%; with 50% employer match about $218,988 at 4% or $145,992 at 6%; with 100% employer match about $164,241 at 4% or $109,494 at 6%. |
| 2019 | 1 | 7 | $3,946,826 | $108,074 | $15,439iApproximate average salary by contribution assumption: employee only about $385,979 at 4% or $257,319 at 6%; with 50% employer match about $257,319 at 4% or $171,546 at 6%; with 100% employer match about $192,989 at 4% or $128,660 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 7 | $3,946,826 | $108,074 | $15,439iApproximate average salary by contribution assumption: employee only about $385,979 at 4% or $257,319 at 6%; with 50% employer match about $257,319 at 4% or $171,546 at 6%; with 100% employer match about $192,989 at 4% or $128,660 at 6%. |
| 2018 | 1 | 7 | $3,328,331 | $95,577 | $13,654iApproximate average salary by contribution assumption: employee only about $341,346 at 4% or $227,564 at 6%; with 50% employer match about $227,564 at 4% or $151,710 at 6%; with 100% employer match about $170,673 at 4% or $113,782 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 7 | $3,328,331 | $95,577 | $13,654iApproximate average salary by contribution assumption: employee only about $341,346 at 4% or $227,564 at 6%; with 50% employer match about $227,564 at 4% or $151,710 at 6%; with 100% employer match about $170,673 at 4% or $113,782 at 6%. |
| 2017 | 1 | 7 | $3,505,778 | $99,722 | $14,246iApproximate average salary by contribution assumption: employee only about $356,150 at 4% or $237,433 at 6%; with 50% employer match about $237,433 at 4% or $158,289 at 6%; with 100% employer match about $178,075 at 4% or $118,717 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 7 | $3,505,778 | $99,722 | $14,246iApproximate average salary by contribution assumption: employee only about $356,150 at 4% or $237,433 at 6%; with 50% employer match about $237,433 at 4% or $158,289 at 6%; with 100% employer match about $178,075 at 4% or $118,717 at 6%. |
| 2016 | 1 | 8 | $2,980,421 | $95,818 | $11,977iApproximate average salary by contribution assumption: employee only about $299,431 at 4% or $199,621 at 6%; with 50% employer match about $199,621 at 4% or $133,081 at 6%; with 100% employer match about $149,716 at 4% or $99,810 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 8 | $2,980,421 | $95,818 | $11,977iApproximate average salary by contribution assumption: employee only about $299,431 at 4% or $199,621 at 6%; with 50% employer match about $199,621 at 4% or $133,081 at 6%; with 100% employer match about $149,716 at 4% or $99,810 at 6%. |
| 2015 | 1 | 8 | $2,585,649 | $88,106 | $11,013iApproximate average salary by contribution assumption: employee only about $275,331 at 4% or $183,554 at 6%; with 50% employer match about $183,554 at 4% or $122,369 at 6%; with 100% employer match about $137,666 at 4% or $91,777 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 8 | $2,585,649 | $88,106 | $11,013iApproximate average salary by contribution assumption: employee only about $275,331 at 4% or $183,554 at 6%; with 50% employer match about $183,554 at 4% or $122,369 at 6%; with 100% employer match about $137,666 at 4% or $91,777 at 6%. |
| 2014 | 1 | 9 | $3,002,168 | $3,028,080 | $336,453iApproximate average salary by contribution assumption: employee only about $8,411,333 at 4% or $5,607,556 at 6%; with 50% employer match about $5,607,556 at 4% or $3,738,370 at 6%; with 100% employer match about $4,205,667 at 4% or $2,803,778 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 9 | $3,002,168 | $3,028,080 | $336,453iApproximate average salary by contribution assumption: employee only about $8,411,333 at 4% or $5,607,556 at 6%; with 50% employer match about $5,607,556 at 4% or $3,738,370 at 6%; with 100% employer match about $4,205,667 at 4% or $2,803,778 at 6%. |
| 2013 | 1 | 3 | $985 | $985 | $328iApproximate average salary by contribution assumption: employee only about $8,208 at 4% or $5,472 at 6%; with 50% employer match about $5,472 at 4% or $3,648 at 6%; with 100% employer match about $4,104 at 4% or $2,736 at 6%. |
| Jr Katz LLC 401(K) Plan | - | 3 | $985 | $985 | $328iApproximate average salary by contribution assumption: employee only about $8,208 at 4% or $5,472 at 6%; with 50% employer match about $5,472 at 4% or $3,648 at 6%; with 100% employer match about $4,104 at 4% or $2,736 at 6%. |