Steven L. Katz, D.C.
Plan context: Steven L. Katz, D.C. Profit Sharing 401K Plan
EIN 58-2009236 • 10 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
5
2005 Assets
$1,020,107
2005 Contributions
$93,649
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 5 | $1,020,107 | $93,649 | $18,730iApproximate average salary by contribution assumption: employee only about $468,245 at 4% or $312,163 at 6%; with 50% employer match about $312,163 at 4% or $208,109 at 6%; with 100% employer match about $234,123 at 4% or $156,082 at 6%. |
| Steven L. Katz, D.C. Profit Sharing 401K Plan | - | 5 | $1,020,107 | $93,649 | $18,730iApproximate average salary by contribution assumption: employee only about $468,245 at 4% or $312,163 at 6%; with 50% employer match about $312,163 at 4% or $208,109 at 6%; with 100% employer match about $234,123 at 4% or $156,082 at 6%. |
| 2004 | 1 | 5 | $866,281 | $89,881 | $17,976iApproximate average salary by contribution assumption: employee only about $449,405 at 4% or $299,603 at 6%; with 50% employer match about $299,603 at 4% or $199,736 at 6%; with 100% employer match about $224,703 at 4% or $149,802 at 6%. |
| Steven L. Katz, D.C. Profit Sharing 401K Plan | - | 5 | $866,281 | $89,881 | $17,976iApproximate average salary by contribution assumption: employee only about $449,405 at 4% or $299,603 at 6%; with 50% employer match about $299,603 at 4% or $199,736 at 6%; with 100% employer match about $224,703 at 4% or $149,802 at 6%. |
| 2003 | 2 | 5 | $723,903 | $94,893 | $18,979iApproximate average salary by contribution assumption: employee only about $474,465 at 4% or $316,310 at 6%; with 50% employer match about $316,310 at 4% or $210,873 at 6%; with 100% employer match about $237,232 at 4% or $158,155 at 6%. |
| Steven L. Katz, D.C. Profit Sharing 401K Plan | - | 5 | $723,903 | $94,893 | $18,979iApproximate average salary by contribution assumption: employee only about $474,465 at 4% or $316,310 at 6%; with 50% employer match about $316,310 at 4% or $210,873 at 6%; with 100% employer match about $237,232 at 4% or $158,155 at 6%. |
| STEVEN L. KATZ, D.C. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 4 | $583,001 | $80,945 | $20,236iApproximate average salary by contribution assumption: employee only about $505,906 at 4% or $337,271 at 6%; with 50% employer match about $337,271 at 4% or $224,847 at 6%; with 100% employer match about $252,953 at 4% or $168,635 at 6%. |
| STEVEN L. KATZ, D.C. MONEY PURCHASE PENSION PLAN | - | 4 | $320,439 | $20,210 | $5,053iApproximate average salary by contribution assumption: employee only about $126,313 at 4% or $84,208 at 6%; with 50% employer match about $84,208 at 4% or $56,139 at 6%; with 100% employer match about $63,156 at 4% or $42,104 at 6%. |
| Steven L. Katz, D.C. Profit Sharing 401K Plan | - | 4 | $262,562 | $60,735 | $15,184iApproximate average salary by contribution assumption: employee only about $379,594 at 4% or $253,063 at 6%; with 50% employer match about $253,063 at 4% or $168,708 at 6%; with 100% employer match about $189,797 at 4% or $126,531 at 6%. |
| 2001 | 2 | 4 | $477,315 | $57,442 | $14,361iApproximate average salary by contribution assumption: employee only about $359,013 at 4% or $239,342 at 6%; with 50% employer match about $239,342 at 4% or $159,561 at 6%; with 100% employer match about $179,506 at 4% or $119,671 at 6%. |
| STEVEN L. KATZ, D.C. MONEY PURCHASE PENSION PLAN | - | 4 | $286,278 | $23,766 | $5,942iApproximate average salary by contribution assumption: employee only about $148,538 at 4% or $99,025 at 6%; with 50% employer match about $99,025 at 4% or $66,017 at 6%; with 100% employer match about $74,269 at 4% or $49,513 at 6%. |
| Steven L. Katz, D.C. Profit Sharing 401K Plan | - | 4 | $191,037 | $33,676 | $8,419iApproximate average salary by contribution assumption: employee only about $210,475 at 4% or $140,317 at 6%; with 50% employer match about $140,317 at 4% or $93,544 at 6%; with 100% employer match about $105,238 at 4% or $70,158 at 6%. |
| 2000 | 2 | 4 | $272,373 | $24,327 | $6,082iApproximate average salary by contribution assumption: employee only about $152,044 at 4% or $101,363 at 6%; with 50% employer match about $101,363 at 4% or $67,575 at 6%; with 100% employer match about $76,022 at 4% or $50,681 at 6%. |
| STEVEN L. KATZ, D.C. MONEY PURCHASE PENSION PLAN | - | 4 | $272,373 | $24,327 | $6,082iApproximate average salary by contribution assumption: employee only about $152,044 at 4% or $101,363 at 6%; with 50% employer match about $101,363 at 4% or $67,575 at 6%; with 100% employer match about $76,022 at 4% or $50,681 at 6%. |
| Steven L. Katz, D.C. Profit Sharing 401K Plan | - | 4 | - | - | - |