Civic Intelligence

Jdkatz PC

Plan context: Jdkatz PC 401(K) Profit Sharing Plan & Trust

EIN 52-2265925 • Bethesda, MD • 16 filings • 2 plans

4800 Montgomery Lane, Ste 600,600Bethesda, MD 20814-6364
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$1,356,605

2025 Contributions

$93,096

Historical Graphs

Total Assets Over Time

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

$1,356,605$678,303$0200920172025YearValue
$1,356,605Latest year 2025

Participants Over Time

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

20100200920172025YearValue
20Latest year 2025

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
2025120$1,356,605$93,096$4,655iApproximate average salary by contribution assumption: employee only about $116,370 at 4% or $77,580 at 6%; with 50% employer match about $77,580 at 4% or $51,720 at 6%; with 100% employer match about $58,185 at 4% or $38,790 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-20$1,356,605$93,096$4,655iApproximate average salary by contribution assumption: employee only about $116,370 at 4% or $77,580 at 6%; with 50% employer match about $77,580 at 4% or $51,720 at 6%; with 100% employer match about $58,185 at 4% or $38,790 at 6%.
2024116$1,072,054$115,954$7,247iApproximate average salary by contribution assumption: employee only about $181,178 at 4% or $120,785 at 6%; with 50% employer match about $120,785 at 4% or $80,524 at 6%; with 100% employer match about $90,589 at 4% or $60,393 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-16$1,072,054$115,954$7,247iApproximate average salary by contribution assumption: employee only about $181,178 at 4% or $120,785 at 6%; with 50% employer match about $120,785 at 4% or $80,524 at 6%; with 100% employer match about $90,589 at 4% or $60,393 at 6%.
2022116$1,107,768$50,809$3,176iApproximate average salary by contribution assumption: employee only about $79,389 at 4% or $52,926 at 6%; with 50% employer match about $52,926 at 4% or $35,284 at 6%; with 100% employer match about $39,695 at 4% or $26,463 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-16$1,107,768$50,809$3,176iApproximate average salary by contribution assumption: employee only about $79,389 at 4% or $52,926 at 6%; with 50% employer match about $52,926 at 4% or $35,284 at 6%; with 100% employer match about $39,695 at 4% or $26,463 at 6%.
2021115$1,292,087$46,128$3,075iApproximate average salary by contribution assumption: employee only about $76,880 at 4% or $51,253 at 6%; with 50% employer match about $51,253 at 4% or $34,169 at 6%; with 100% employer match about $38,440 at 4% or $25,627 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-15$1,292,087$46,128$3,075iApproximate average salary by contribution assumption: employee only about $76,880 at 4% or $51,253 at 6%; with 50% employer match about $51,253 at 4% or $34,169 at 6%; with 100% employer match about $38,440 at 4% or $25,627 at 6%.
202018$1,076,756$25,510$3,189iApproximate average salary by contribution assumption: employee only about $79,719 at 4% or $53,146 at 6%; with 50% employer match about $53,146 at 4% or $35,431 at 6%; with 100% employer match about $39,859 at 4% or $26,573 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-8$1,076,756$25,510$3,189iApproximate average salary by contribution assumption: employee only about $79,719 at 4% or $53,146 at 6%; with 50% employer match about $53,146 at 4% or $35,431 at 6%; with 100% employer match about $39,859 at 4% or $26,573 at 6%.
201918$882,687$70,093$8,762iApproximate average salary by contribution assumption: employee only about $219,041 at 4% or $146,027 at 6%; with 50% employer match about $146,027 at 4% or $97,351 at 6%; with 100% employer match about $109,520 at 4% or $73,014 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-8$882,687$70,093$8,762iApproximate average salary by contribution assumption: employee only about $219,041 at 4% or $146,027 at 6%; with 50% employer match about $146,027 at 4% or $97,351 at 6%; with 100% employer match about $109,520 at 4% or $73,014 at 6%.
201818$666,284$58,035$7,254iApproximate average salary by contribution assumption: employee only about $181,359 at 4% or $120,906 at 6%; with 50% employer match about $120,906 at 4% or $80,604 at 6%; with 100% employer match about $90,680 at 4% or $60,453 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-8$666,284$58,035$7,254iApproximate average salary by contribution assumption: employee only about $181,359 at 4% or $120,906 at 6%; with 50% employer match about $120,906 at 4% or $80,604 at 6%; with 100% employer match about $90,680 at 4% or $60,453 at 6%.
201719$775,826$77,817$8,646iApproximate average salary by contribution assumption: employee only about $216,158 at 4% or $144,106 at 6%; with 50% employer match about $144,106 at 4% or $96,070 at 6%; with 100% employer match about $108,079 at 4% or $72,053 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-9$775,826$77,817$8,646iApproximate average salary by contribution assumption: employee only about $216,158 at 4% or $144,106 at 6%; with 50% employer match about $144,106 at 4% or $96,070 at 6%; with 100% employer match about $108,079 at 4% or $72,053 at 6%.
2016110$612,727$94,219$9,422iApproximate average salary by contribution assumption: employee only about $235,548 at 4% or $157,032 at 6%; with 50% employer match about $157,032 at 4% or $104,688 at 6%; with 100% employer match about $117,774 at 4% or $78,516 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-10$612,727$94,219$9,422iApproximate average salary by contribution assumption: employee only about $235,548 at 4% or $157,032 at 6%; with 50% employer match about $157,032 at 4% or $104,688 at 6%; with 100% employer match about $117,774 at 4% or $78,516 at 6%.
201519$485,754$81,285$9,032iApproximate average salary by contribution assumption: employee only about $225,792 at 4% or $150,528 at 6%; with 50% employer match about $150,528 at 4% or $100,352 at 6%; with 100% employer match about $112,896 at 4% or $75,264 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-9$485,754$81,285$9,032iApproximate average salary by contribution assumption: employee only about $225,792 at 4% or $150,528 at 6%; with 50% employer match about $150,528 at 4% or $100,352 at 6%; with 100% employer match about $112,896 at 4% or $75,264 at 6%.
201419$414,060$73,727$8,192iApproximate average salary by contribution assumption: employee only about $204,797 at 4% or $136,531 at 6%; with 50% employer match about $136,531 at 4% or $91,021 at 6%; with 100% employer match about $102,399 at 4% or $68,266 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-9$414,060$73,727$8,192iApproximate average salary by contribution assumption: employee only about $204,797 at 4% or $136,531 at 6%; with 50% employer match about $136,531 at 4% or $91,021 at 6%; with 100% employer match about $102,399 at 4% or $68,266 at 6%.
201316$325,904$22,530$3,755iApproximate average salary by contribution assumption: employee only about $93,875 at 4% or $62,583 at 6%; with 50% employer match about $62,583 at 4% or $41,722 at 6%; with 100% employer match about $46,938 at 4% or $31,292 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-6$325,904$22,530$3,755iApproximate average salary by contribution assumption: employee only about $93,875 at 4% or $62,583 at 6%; with 50% employer match about $62,583 at 4% or $41,722 at 6%; with 100% employer match about $46,938 at 4% or $31,292 at 6%.
201216$274,845$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-6$274,845$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201117$221,681$30,391$4,342iApproximate average salary by contribution assumption: employee only about $108,539 at 4% or $72,360 at 6%; with 50% employer match about $72,360 at 4% or $48,240 at 6%; with 100% employer match about $54,270 at 4% or $36,180 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-7$221,681$30,391$4,342iApproximate average salary by contribution assumption: employee only about $108,539 at 4% or $72,360 at 6%; with 50% employer match about $72,360 at 4% or $48,240 at 6%; with 100% employer match about $54,270 at 4% or $36,180 at 6%.
201014$196,795$23,864$5,966iApproximate average salary by contribution assumption: employee only about $149,150 at 4% or $99,433 at 6%; with 50% employer match about $99,433 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-4$196,795$23,864$5,966iApproximate average salary by contribution assumption: employee only about $149,150 at 4% or $99,433 at 6%; with 50% employer match about $99,433 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%.
200913$154,728$21,258$7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%.
Jdkatz PC 401(K) Profit Sharing Plan & Trust-3$154,728$21,258$7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%.