Robert Katz and Matthew Katz, M.D.S
Plan context: ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN
EIN 52-0936353 • Rockville, MD • 32 filings • 6 plans
Current Snapshot
Latest Year
2017
2017 Participants
10
2017 Assets
$2,322,852
2017 Contributions
$114,304
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $0 | - |
| ROBERT KATZ, M.D. AND MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| ROBERT KATZ, M.D. AND MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN AND TRUST | - | 0 | $0 | - | - |
| 2016 | 2 | 10 | $2,322,852 | $114,304 | $11,430iApproximate average salary by contribution assumption: employee only about $285,760 at 4% or $190,507 at 6%; with 50% employer match about $190,507 at 4% or $127,004 at 6%; with 100% employer match about $142,880 at 4% or $95,253 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 10 | $1,552,910 | $95,035 | $9,504iApproximate average salary by contribution assumption: employee only about $237,588 at 4% or $158,392 at 6%; with 50% employer match about $158,392 at 4% or $105,594 at 6%; with 100% employer match about $118,794 at 4% or $79,196 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 10 | $769,942 | $19,269 | $1,927iApproximate average salary by contribution assumption: employee only about $48,173 at 4% or $32,115 at 6%; with 50% employer match about $32,115 at 4% or $21,410 at 6%; with 100% employer match about $24,086 at 4% or $16,058 at 6%. |
| 2015 | 2 | 10 | $2,025,523 | $179,526 | $17,953iApproximate average salary by contribution assumption: employee only about $448,815 at 4% or $299,210 at 6%; with 50% employer match about $299,210 at 4% or $199,473 at 6%; with 100% employer match about $224,407 at 4% or $149,605 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 10 | $1,314,282 | $92,827 | $9,283iApproximate average salary by contribution assumption: employee only about $232,068 at 4% or $154,712 at 6%; with 50% employer match about $154,712 at 4% or $103,141 at 6%; with 100% employer match about $116,034 at 4% or $77,356 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 10 | $711,241 | $86,699 | $8,670iApproximate average salary by contribution assumption: employee only about $216,748 at 4% or $144,498 at 6%; with 50% employer match about $144,498 at 4% or $96,332 at 6%; with 100% employer match about $108,374 at 4% or $72,249 at 6%. |
| 2014 | 2 | 10 | $1,759,545 | $189,216 | $18,922iApproximate average salary by contribution assumption: employee only about $473,040 at 4% or $315,360 at 6%; with 50% employer match about $315,360 at 4% or $210,240 at 6%; with 100% employer match about $236,520 at 4% or $157,680 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 10 | $1,146,417 | $89,216 | $8,922iApproximate average salary by contribution assumption: employee only about $223,040 at 4% or $148,693 at 6%; with 50% employer match about $148,693 at 4% or $99,129 at 6%; with 100% employer match about $111,520 at 4% or $74,347 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 9 | $613,128 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2013 | 2 | 8 | $1,657,948 | $184,337 | $23,042iApproximate average salary by contribution assumption: employee only about $576,053 at 4% or $384,035 at 6%; with 50% employer match about $384,035 at 4% or $256,024 at 6%; with 100% employer match about $288,027 at 4% or $192,018 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 8 | $1,130,711 | $72,774 | $9,097iApproximate average salary by contribution assumption: employee only about $227,419 at 4% or $151,613 at 6%; with 50% employer match about $151,613 at 4% or $101,075 at 6%; with 100% employer match about $113,709 at 4% or $75,806 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 6 | $527,237 | $111,563 | $18,594iApproximate average salary by contribution assumption: employee only about $464,846 at 4% or $309,897 at 6%; with 50% employer match about $309,897 at 4% or $206,598 at 6%; with 100% employer match about $232,423 at 4% or $154,949 at 6%. |
| 2012 | 2 | 8 | $1,261,991 | $181,247 | $22,656iApproximate average salary by contribution assumption: employee only about $566,397 at 4% or $377,598 at 6%; with 50% employer match about $377,598 at 4% or $251,732 at 6%; with 100% employer match about $283,198 at 4% or $188,799 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 8 | $892,244 | $69,693 | $8,712iApproximate average salary by contribution assumption: employee only about $217,791 at 4% or $145,194 at 6%; with 50% employer match about $145,194 at 4% or $96,796 at 6%; with 100% employer match about $108,895 at 4% or $72,597 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 6 | $369,747 | $111,554 | $18,592iApproximate average salary by contribution assumption: employee only about $464,808 at 4% or $309,872 at 6%; with 50% employer match about $309,872 at 4% or $206,581 at 6%; with 100% employer match about $232,404 at 4% or $154,936 at 6%. |
| 2011 | 2 | 7 | $1,069,910 | $156,468 | $22,353iApproximate average salary by contribution assumption: employee only about $558,814 at 4% or $372,543 at 6%; with 50% employer match about $372,543 at 4% or $248,362 at 6%; with 100% employer match about $279,407 at 4% or $186,271 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 7 | $814,280 | $62,845 | $8,978iApproximate average salary by contribution assumption: employee only about $224,446 at 4% or $149,631 at 6%; with 50% employer match about $149,631 at 4% or $99,754 at 6%; with 100% employer match about $112,223 at 4% or $74,815 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 7 | $255,630 | $93,623 | $13,375iApproximate average salary by contribution assumption: employee only about $334,368 at 4% or $222,912 at 6%; with 50% employer match about $222,912 at 4% or $148,608 at 6%; with 100% employer match about $167,184 at 4% or $111,456 at 6%. |
| 2010 | 2 | 8 | $950,047 | $147,968 | $18,496iApproximate average salary by contribution assumption: employee only about $462,400 at 4% or $308,267 at 6%; with 50% employer match about $308,267 at 4% or $205,511 at 6%; with 100% employer match about $231,200 at 4% or $154,133 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 8 | $796,644 | $63,921 | $7,990iApproximate average salary by contribution assumption: employee only about $199,753 at 4% or $133,169 at 6%; with 50% employer match about $133,169 at 4% or $88,779 at 6%; with 100% employer match about $99,877 at 4% or $66,584 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 8 | $153,403 | $84,047 | $10,506iApproximate average salary by contribution assumption: employee only about $262,647 at 4% or $175,098 at 6%; with 50% employer match about $175,098 at 4% or $116,732 at 6%; with 100% employer match about $131,323 at 4% or $87,549 at 6%. |
| 2009 | 2 | 8 | $737,572 | $127,413 | $15,927iApproximate average salary by contribution assumption: employee only about $398,166 at 4% or $265,444 at 6%; with 50% employer match about $265,444 at 4% or $176,963 at 6%; with 100% employer match about $199,083 at 4% or $132,722 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 8 | $671,552 | $61,762 | $7,720iApproximate average salary by contribution assumption: employee only about $193,006 at 4% or $128,671 at 6%; with 50% employer match about $128,671 at 4% or $85,781 at 6%; with 100% employer match about $96,503 at 4% or $64,335 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. CASH BALANCE PLAN | - | 8 | $66,020 | $65,651 | $8,206iApproximate average salary by contribution assumption: employee only about $205,159 at 4% or $136,773 at 6%; with 50% employer match about $136,773 at 4% or $91,182 at 6%; with 100% employer match about $102,580 at 4% or $68,386 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 7 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 9 | - | - | - |
| 2006 | 1 | 7 | $531,093 | $46,118 | $6,588iApproximate average salary by contribution assumption: employee only about $164,707 at 4% or $109,805 at 6%; with 50% employer match about $109,805 at 4% or $73,203 at 6%; with 100% employer match about $82,354 at 4% or $54,902 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 7 | $531,093 | $46,118 | $6,588iApproximate average salary by contribution assumption: employee only about $164,707 at 4% or $109,805 at 6%; with 50% employer match about $109,805 at 4% or $73,203 at 6%; with 100% employer match about $82,354 at 4% or $54,902 at 6%. |
| 2005 | 2 | 5 | $452,658 | $59,868 | $11,974iApproximate average salary by contribution assumption: employee only about $299,340 at 4% or $199,560 at 6%; with 50% employer match about $199,560 at 4% or $133,040 at 6%; with 100% employer match about $149,670 at 4% or $99,780 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 5 | $452,658 | $59,868 | $11,974iApproximate average salary by contribution assumption: employee only about $299,340 at 4% or $199,560 at 6%; with 50% employer match about $199,560 at 4% or $133,040 at 6%; with 100% employer match about $149,670 at 4% or $99,780 at 6%. |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2004 | 2 | 8 | $400,405 | $55,188 | $6,899iApproximate average salary by contribution assumption: employee only about $172,463 at 4% or $114,975 at 6%; with 50% employer match about $114,975 at 4% or $76,650 at 6%; with 100% employer match about $86,231 at 4% or $57,488 at 6%. |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 7 | $258,642 | - | - |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 8 | $141,763 | $55,188 | $6,899iApproximate average salary by contribution assumption: employee only about $172,463 at 4% or $114,975 at 6%; with 50% employer match about $114,975 at 4% or $76,650 at 6%; with 100% employer match about $86,231 at 4% or $57,488 at 6%. |
| 2003 | 2 | 7 | $325,345 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 6 | $243,123 | - | - |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 7 | $82,222 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2002 | 2 | 9 | $274,493 | $48,403 | $5,378iApproximate average salary by contribution assumption: employee only about $134,453 at 4% or $89,635 at 6%; with 50% employer match about $89,635 at 4% or $59,757 at 6%; with 100% employer match about $67,226 at 4% or $44,818 at 6%. |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 8 | $226,334 | $244 | $31iApproximate average salary by contribution assumption: employee only about $763 at 4% or $508 at 6%; with 50% employer match about $508 at 4% or $339 at 6%; with 100% employer match about $381 at 4% or $254 at 6%. |
| ROBERT KATZ, M.D. & MATTHEW H. KATZ, M.D., P.A. RETIREMENT PLAN | - | 9 | $48,159 | $48,159 | $5,351iApproximate average salary by contribution assumption: employee only about $133,775 at 4% or $89,183 at 6%; with 50% employer match about $89,183 at 4% or $59,456 at 6%; with 100% employer match about $66,888 at 4% or $44,592 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 1999 | 1 | 6 | $137,968 | $45,030 | $7,505iApproximate average salary by contribution assumption: employee only about $187,625 at 4% or $125,083 at 6%; with 50% employer match about $125,083 at 4% or $83,389 at 6%; with 100% employer match about $93,813 at 4% or $62,542 at 6%. |
| Robert Katz and Matthew H. Katz, M.D.S, P.A. Profit Sharing Plan and Trust | - | 6 | $137,968 | $45,030 | $7,505iApproximate average salary by contribution assumption: employee only about $187,625 at 4% or $125,083 at 6%; with 50% employer match about $125,083 at 4% or $83,389 at 6%; with 100% employer match about $93,813 at 4% or $62,542 at 6%. |