Civic Intelligence

Samuel Tatz Pt PC.

Plan context: Samuel Tatz Pt PC. 401(K) Retirement Plan

EIN 47-1876228 • New York, NY • 13 filings • 5 plans

30 West 60th StreetSuite 1DNew York, NY 10023
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$853,010

2025 Contributions

$31,000

Historical Graphs

Total Assets Over Time

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

$2,861,992$1,430,996$0201520202024YearValue
$853,010Latest year 2024

Participants Over Time

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

530201520202024YearValue
3Latest 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
202510$0$31,000-
Samuel Tatz Pt PC. 401(K) Retirement Plan-0$0$31,000-
202413$853,010$44,508$14,836iApproximate average salary by contribution assumption: employee only about $370,900 at 4% or $247,267 at 6%; with 50% employer match about $247,267 at 4% or $164,844 at 6%; with 100% employer match about $185,450 at 4% or $123,633 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$853,010$44,508$14,836iApproximate average salary by contribution assumption: employee only about $370,900 at 4% or $247,267 at 6%; with 50% employer match about $247,267 at 4% or $164,844 at 6%; with 100% employer match about $185,450 at 4% or $123,633 at 6%.
202313$744,864$46,365$15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$744,864$46,365$15,455iApproximate average salary by contribution assumption: employee only about $386,375 at 4% or $257,583 at 6%; with 50% employer match about $257,583 at 4% or $171,722 at 6%; with 100% employer match about $193,188 at 4% or $128,792 at 6%.
202213$636,240$71,784$23,928iApproximate average salary by contribution assumption: employee only about $598,200 at 4% or $398,800 at 6%; with 50% employer match about $398,800 at 4% or $265,867 at 6%; with 100% employer match about $299,100 at 4% or $199,400 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$636,240$71,784$23,928iApproximate average salary by contribution assumption: employee only about $598,200 at 4% or $398,800 at 6%; with 50% employer match about $398,800 at 4% or $265,867 at 6%; with 100% employer match about $299,100 at 4% or $199,400 at 6%.
202112$740,298$78,074$39,037iApproximate average salary by contribution assumption: employee only about $975,925 at 4% or $650,617 at 6%; with 50% employer match about $650,617 at 4% or $433,744 at 6%; with 100% employer match about $487,963 at 4% or $325,308 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-2$740,298$78,074$39,037iApproximate average salary by contribution assumption: employee only about $975,925 at 4% or $650,617 at 6%; with 50% employer match about $650,617 at 4% or $433,744 at 6%; with 100% employer match about $487,963 at 4% or $325,308 at 6%.
202013$631,601$77,650$25,883iApproximate average salary by contribution assumption: employee only about $647,083 at 4% or $431,389 at 6%; with 50% employer match about $431,389 at 4% or $287,593 at 6%; with 100% employer match about $323,542 at 4% or $215,694 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$631,601$77,650$25,883iApproximate average salary by contribution assumption: employee only about $647,083 at 4% or $431,389 at 6%; with 50% employer match about $431,389 at 4% or $287,593 at 6%; with 100% employer match about $323,542 at 4% or $215,694 at 6%.
201913$447,423$68,221$22,740iApproximate average salary by contribution assumption: employee only about $568,508 at 4% or $379,006 at 6%; with 50% employer match about $379,006 at 4% or $252,670 at 6%; with 100% employer match about $284,254 at 4% or $189,503 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$447,423$68,221$22,740iApproximate average salary by contribution assumption: employee only about $568,508 at 4% or $379,006 at 6%; with 50% employer match about $379,006 at 4% or $252,670 at 6%; with 100% employer match about $284,254 at 4% or $189,503 at 6%.
201813$488,203$30,957$10,319iApproximate average salary by contribution assumption: employee only about $257,975 at 4% or $171,983 at 6%; with 50% employer match about $171,983 at 4% or $114,656 at 6%; with 100% employer match about $128,988 at 4% or $85,992 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$488,203$30,957$10,319iApproximate average salary by contribution assumption: employee only about $257,975 at 4% or $171,983 at 6%; with 50% employer match about $171,983 at 4% or $114,656 at 6%; with 100% employer match about $128,988 at 4% or $85,992 at 6%.
201713$541,252$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-3$541,252$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201624$437,670$185,526$46,382iApproximate average salary by contribution assumption: employee only about $1,159,538 at 4% or $773,025 at 6%; with 50% employer match about $773,025 at 4% or $515,350 at 6%; with 100% employer match about $579,769 at 4% or $386,513 at 6%.
Samuel Tatz Pt PC. 401(K) Retirement Plan-4$437,670$185,526$46,382iApproximate average salary by contribution assumption: employee only about $1,159,538 at 4% or $773,025 at 6%; with 50% employer match about $773,025 at 4% or $515,350 at 6%; with 100% employer match about $579,769 at 4% or $386,513 at 6%.
Tatz Studio Pension Plan-0$0$0-
201525$2,861,992$60,691$12,138iApproximate average salary by contribution assumption: employee only about $303,455 at 4% or $202,303 at 6%; with 50% employer match about $202,303 at 4% or $134,869 at 6%; with 100% employer match about $151,728 at 4% or $101,152 at 6%.
Tatz Studio Pension Plan-0$2,681,527$0-
Samuel Tatz Pt PC. 401(K) Retirement Plan-5$180,465$60,691$12,138iApproximate average salary by contribution assumption: employee only about $303,455 at 4% or $202,303 at 6%; with 50% employer match about $202,303 at 4% or $134,869 at 6%; with 100% employer match about $151,728 at 4% or $101,152 at 6%.
Samuel Tatz Pt PC. | EIN 47-1876228 | 2025 Form 5500 Company Profile