Civic Intelligence

March, Katz & Rodriguez, Mds, Pa

Plan context: March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust

EIN 59-2444817 • Spring Hill, FL • 19 filings • 9 plans

18446 Galveston StreetSpring Hill, FL 34610-1637
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$3,180,739

2017 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$3,359,342$1,679,671$0199920112016YearValue
$3,180,739Latest year 2016

Participants Over Time

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

1160199920082016YearValue
5Latest year 2016

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
201720$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-0$0--
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-0$0--
201615$3,180,739$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-5$3,180,739--
201518$2,849,062$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8$2,849,062--
201418$2,706,657$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8$2,706,657--
2013110$3,359,342$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-10$3,359,342$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201218$2,880,107$168,465$21,058iApproximate average salary by contribution assumption: employee only about $526,453 at 4% or $350,969 at 6%; with 50% employer match about $350,969 at 4% or $233,979 at 6%; with 100% employer match about $263,227 at 4% or $175,484 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8$2,880,107$168,465$21,058iApproximate average salary by contribution assumption: employee only about $526,453 at 4% or $350,969 at 6%; with 50% employer match about $350,969 at 4% or $233,979 at 6%; with 100% employer match about $263,227 at 4% or $175,484 at 6%.
201118$2,499,926$171,760$21,470iApproximate average salary by contribution assumption: employee only about $536,750 at 4% or $357,833 at 6%; with 50% employer match about $357,833 at 4% or $238,556 at 6%; with 100% employer match about $268,375 at 4% or $178,917 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8$2,499,926$171,760$21,470iApproximate average salary by contribution assumption: employee only about $536,750 at 4% or $357,833 at 6%; with 50% employer match about $357,833 at 4% or $238,556 at 6%; with 100% employer match about $268,375 at 4% or $178,917 at 6%.
201018$2,169,711$170,923$21,365iApproximate average salary by contribution assumption: employee only about $534,134 at 4% or $356,090 at 6%; with 50% employer match about $356,090 at 4% or $237,393 at 6%; with 100% employer match about $267,067 at 4% or $178,045 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8$2,169,711$170,923$21,365iApproximate average salary by contribution assumption: employee only about $534,134 at 4% or $356,090 at 6%; with 50% employer match about $356,090 at 4% or $237,393 at 6%; with 100% employer match about $267,067 at 4% or $178,045 at 6%.
200919$1,993,862$6,500$722iApproximate average salary by contribution assumption: employee only about $18,056 at 4% or $12,037 at 6%; with 50% employer match about $12,037 at 4% or $8,025 at 6%; with 100% employer match about $9,028 at 4% or $6,019 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-9$1,993,862$6,500$722iApproximate average salary by contribution assumption: employee only about $18,056 at 4% or $12,037 at 6%; with 50% employer match about $12,037 at 4% or $8,025 at 6%; with 100% employer match about $9,028 at 4% or $6,019 at 6%.
200818$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8---
200617$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-7---
200517$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-7---
200418$1,468,811$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-8$1,468,811--
2003110$1,289,369$130,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-10$1,289,369$130,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
2002111$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-11---
2001110$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-10---
2000111$0$0-
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-11---
1999111$885,825$64,000$5,818iApproximate average salary by contribution assumption: employee only about $145,455 at 4% or $96,970 at 6%; with 50% employer match about $96,970 at 4% or $64,646 at 6%; with 100% employer match about $72,727 at 4% or $48,485 at 6%.
March, Katz & Rodriguez, M.D.S, P.A., Profit Sharing Plan and Trust-11$885,825$64,000$5,818iApproximate average salary by contribution assumption: employee only about $145,455 at 4% or $96,970 at 6%; with 50% employer match about $96,970 at 4% or $64,646 at 6%; with 100% employer match about $72,727 at 4% or $48,485 at 6%.