Katz Watson Group Inc.
Plan context: Katz Watson Group Inc. Retirement Plan
EIN 52-2234045 • Chevy Chase, MD • 18 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,859,873
2024 Contributions
$90,880
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 | $2,859,873 | $90,880 | $18,176iApproximate average salary by contribution assumption: employee only about $454,400 at 4% or $302,933 at 6%; with 50% employer match about $302,933 at 4% or $201,956 at 6%; with 100% employer match about $227,200 at 4% or $151,467 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 5 | $2,859,873 | $90,880 | $18,176iApproximate average salary by contribution assumption: employee only about $454,400 at 4% or $302,933 at 6%; with 50% employer match about $302,933 at 4% or $201,956 at 6%; with 100% employer match about $227,200 at 4% or $151,467 at 6%. |
| 2023 | 1 | 6 | $2,508,226 | $90,796 | $15,133iApproximate average salary by contribution assumption: employee only about $378,317 at 4% or $252,211 at 6%; with 50% employer match about $252,211 at 4% or $168,141 at 6%; with 100% employer match about $189,158 at 4% or $126,106 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $2,508,226 | $90,796 | $15,133iApproximate average salary by contribution assumption: employee only about $378,317 at 4% or $252,211 at 6%; with 50% employer match about $252,211 at 4% or $168,141 at 6%; with 100% employer match about $189,158 at 4% or $126,106 at 6%. |
| 2022 | 1 | 6 | $2,078,929 | -$383,053 | - |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $2,078,929 | -$383,053 | - |
| 2021 | 1 | 6 | $2,470,421 | $333,416 | $55,569iApproximate average salary by contribution assumption: employee only about $1,389,233 at 4% or $926,156 at 6%; with 50% employer match about $926,156 at 4% or $617,437 at 6%; with 100% employer match about $694,617 at 4% or $463,078 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $2,470,421 | $333,416 | $55,569iApproximate average salary by contribution assumption: employee only about $1,389,233 at 4% or $926,156 at 6%; with 50% employer match about $926,156 at 4% or $617,437 at 6%; with 100% employer match about $694,617 at 4% or $463,078 at 6%. |
| 2020 | 1 | 6 | $2,140,080 | $77,927 | $12,988iApproximate average salary by contribution assumption: employee only about $324,696 at 4% or $216,464 at 6%; with 50% employer match about $216,464 at 4% or $144,309 at 6%; with 100% employer match about $162,348 at 4% or $108,232 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $2,140,080 | $77,927 | $12,988iApproximate average salary by contribution assumption: employee only about $324,696 at 4% or $216,464 at 6%; with 50% employer match about $216,464 at 4% or $144,309 at 6%; with 100% employer match about $162,348 at 4% or $108,232 at 6%. |
| 2019 | 1 | 6 | $1,775,352 | $76,408 | $12,735iApproximate average salary by contribution assumption: employee only about $318,367 at 4% or $212,244 at 6%; with 50% employer match about $212,244 at 4% or $141,496 at 6%; with 100% employer match about $159,183 at 4% or $106,122 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $1,775,352 | $76,408 | $12,735iApproximate average salary by contribution assumption: employee only about $318,367 at 4% or $212,244 at 6%; with 50% employer match about $212,244 at 4% or $141,496 at 6%; with 100% employer match about $159,183 at 4% or $106,122 at 6%. |
| 2018 | 1 | 6 | $1,412,374 | $78,759 | $13,127iApproximate average salary by contribution assumption: employee only about $328,163 at 4% or $218,775 at 6%; with 50% employer match about $218,775 at 4% or $145,850 at 6%; with 100% employer match about $164,081 at 4% or $109,388 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $1,412,374 | $78,759 | $13,127iApproximate average salary by contribution assumption: employee only about $328,163 at 4% or $218,775 at 6%; with 50% employer match about $218,775 at 4% or $145,850 at 6%; with 100% employer match about $164,081 at 4% or $109,388 at 6%. |
| 2017 | 1 | 8 | $1,476,119 | $73,274 | $9,159iApproximate average salary by contribution assumption: employee only about $228,981 at 4% or $152,654 at 6%; with 50% employer match about $152,654 at 4% or $101,769 at 6%; with 100% employer match about $114,491 at 4% or $76,327 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 8 | $1,476,119 | $73,274 | $9,159iApproximate average salary by contribution assumption: employee only about $228,981 at 4% or $152,654 at 6%; with 50% employer match about $152,654 at 4% or $101,769 at 6%; with 100% employer match about $114,491 at 4% or $76,327 at 6%. |
| 2016 | 1 | 9 | $1,235,975 | $77,434 | $8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,598 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 9 | $1,235,975 | $77,434 | $8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,598 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%. |
| 2015 | 1 | 9 | $1,066,745 | $74,557 | $8,284iApproximate average salary by contribution assumption: employee only about $207,103 at 4% or $138,069 at 6%; with 50% employer match about $138,069 at 4% or $92,046 at 6%; with 100% employer match about $103,551 at 4% or $69,034 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 9 | $1,066,745 | $74,557 | $8,284iApproximate average salary by contribution assumption: employee only about $207,103 at 4% or $138,069 at 6%; with 50% employer match about $138,069 at 4% or $92,046 at 6%; with 100% employer match about $103,551 at 4% or $69,034 at 6%. |
| 2014 | 1 | 8 | $1,013,893 | $67,310 | $8,414iApproximate average salary by contribution assumption: employee only about $210,344 at 4% or $140,229 at 6%; with 50% employer match about $140,229 at 4% or $93,486 at 6%; with 100% employer match about $105,172 at 4% or $70,115 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 8 | $1,013,893 | $67,310 | $8,414iApproximate average salary by contribution assumption: employee only about $210,344 at 4% or $140,229 at 6%; with 50% employer match about $140,229 at 4% or $93,486 at 6%; with 100% employer match about $105,172 at 4% or $70,115 at 6%. |
| 2013 | 1 | 7 | $884,895 | $74,613 | $10,659iApproximate average salary by contribution assumption: employee only about $266,475 at 4% or $177,650 at 6%; with 50% employer match about $177,650 at 4% or $118,433 at 6%; with 100% employer match about $133,238 at 4% or $88,825 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 7 | $884,895 | $74,613 | $10,659iApproximate average salary by contribution assumption: employee only about $266,475 at 4% or $177,650 at 6%; with 50% employer match about $177,650 at 4% or $118,433 at 6%; with 100% employer match about $133,238 at 4% or $88,825 at 6%. |
| 2012 | 1 | 4 | $661,498 | $56,132 | $14,033iApproximate average salary by contribution assumption: employee only about $350,825 at 4% or $233,883 at 6%; with 50% employer match about $233,883 at 4% or $155,922 at 6%; with 100% employer match about $175,413 at 4% or $116,942 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 4 | $661,498 | $56,132 | $14,033iApproximate average salary by contribution assumption: employee only about $350,825 at 4% or $233,883 at 6%; with 50% employer match about $233,883 at 4% or $155,922 at 6%; with 100% employer match about $175,413 at 4% or $116,942 at 6%. |
| 2011 | 1 | 7 | $531,003 | $59,127 | $8,447iApproximate average salary by contribution assumption: employee only about $211,168 at 4% or $140,779 at 6%; with 50% employer match about $140,779 at 4% or $93,852 at 6%; with 100% employer match about $105,584 at 4% or $70,389 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 7 | $531,003 | $59,127 | $8,447iApproximate average salary by contribution assumption: employee only about $211,168 at 4% or $140,779 at 6%; with 50% employer match about $140,779 at 4% or $93,852 at 6%; with 100% employer match about $105,584 at 4% or $70,389 at 6%. |
| 2010 | 1 | 6 | $525,952 | $63,496 | $10,583iApproximate average salary by contribution assumption: employee only about $264,567 at 4% or $176,378 at 6%; with 50% employer match about $176,378 at 4% or $117,585 at 6%; with 100% employer match about $132,283 at 4% or $88,189 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 6 | $525,952 | $63,496 | $10,583iApproximate average salary by contribution assumption: employee only about $264,567 at 4% or $176,378 at 6%; with 50% employer match about $176,378 at 4% or $117,585 at 6%; with 100% employer match about $132,283 at 4% or $88,189 at 6%. |
| 2009 | 1 | 5 | $406,939 | $60,048 | $12,010iApproximate average salary by contribution assumption: employee only about $300,240 at 4% or $200,160 at 6%; with 50% employer match about $200,160 at 4% or $133,440 at 6%; with 100% employer match about $150,120 at 4% or $100,080 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 5 | $406,939 | $60,048 | $12,010iApproximate average salary by contribution assumption: employee only about $300,240 at 4% or $200,160 at 6%; with 50% employer match about $200,160 at 4% or $133,440 at 6%; with 100% employer match about $150,120 at 4% or $100,080 at 6%. |
| 2008 | 1 | 2 | $261,634 | $51,760 | $25,880iApproximate average salary by contribution assumption: employee only about $647,000 at 4% or $431,333 at 6%; with 50% employer match about $431,333 at 4% or $287,556 at 6%; with 100% employer match about $323,500 at 4% or $215,667 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 2 | $261,634 | $51,760 | $25,880iApproximate average salary by contribution assumption: employee only about $647,000 at 4% or $431,333 at 6%; with 50% employer match about $431,333 at 4% or $287,556 at 6%; with 100% employer match about $323,500 at 4% or $215,667 at 6%. |
| 2007 | 1 | 1 | $333,930 | $48,335 | $48,335iApproximate average salary by contribution assumption: employee only about $1,208,375 at 4% or $805,583 at 6%; with 50% employer match about $805,583 at 4% or $537,056 at 6%; with 100% employer match about $604,188 at 4% or $402,792 at 6%. |
| Katz Watson Group Inc. Retirement Plan | - | 1 | $333,930 | $48,335 | $48,335iApproximate average salary by contribution assumption: employee only about $1,208,375 at 4% or $805,583 at 6%; with 50% employer match about $805,583 at 4% or $537,056 at 6%; with 100% employer match about $604,188 at 4% or $402,792 at 6%. |