Civic Intelligence

Michael S Katz

Plan context: Michael S Katz Vanguard Money Purchase Pension Plan

EIN 58-1903435 • 13 filings • 4 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$322,399

2005 Contributions

$23,892

Historical Graphs

Total Assets Over Time

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

$435,082$217,541$0199920032004YearValue
$322,399Latest year 2004

Participants Over Time

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

210200020022004YearValue
2Latest year 2004

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
200510$0$0-
Michael S Katz Vanguard Money Purchase Pension Plan-0---
200422$322,399$0-
Michael S Katz Vanguard Money Purchase Pension Plan-2$322,399--
Michael S Katz Vanguard Profit Sharing Plan-0---
200322$309,316$0-
Michael S Katz Vanguard Money Purchase Pension Plan-2$309,316--
Michael S Katz Vanguard Profit Sharing Plan-2---
200222$430,770$23,892$11,946iApproximate average salary by contribution assumption: employee only about $298,650 at 4% or $199,100 at 6%; with 50% employer match about $199,100 at 4% or $132,733 at 6%; with 100% employer match about $149,325 at 4% or $99,550 at 6%.
Michael S Katz Vanguard Money Purchase Pension Plan-2$263,692$23,892$11,946iApproximate average salary by contribution assumption: employee only about $298,650 at 4% or $199,100 at 6%; with 50% employer match about $199,100 at 4% or $132,733 at 6%; with 100% employer match about $149,325 at 4% or $99,550 at 6%.
Michael S Katz Vanguard Profit Sharing Plan-2$167,078--
200122$0$0-
Michael S Katz Vanguard Profit Sharing Plan-2---
Michael S Katz Vanguard Money Purchase Pension Plan-2---
200022$0$0-
Michael S Katz Vanguard Money Purchase Pension Plan-2---
Michael S Katz Vanguard Profit Sharing Plan-2---
199920$435,082$36,370-
Michael S Katz Vanguard Money Purchase Pension Plan-0$289,403$18,185-
Michael S Katz Vanguard Profit Sharing Plan-0$145,679$18,185-