Civic Intelligence

Dalan & Katz, P.L.

Plan context: Dalan & Katz, P.L. Profit Sharing Plan

EIN 59-3533660 • Palm Harbor, FL • 24 filings • 5 plans

4114 Woodlands Parkway 402Palm Harbor, FL 34685
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$4,508,221

2024 Contributions

$225,140

Historical Graphs

Total Assets Over Time

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

$4,508,221$2,254,111$0200120132024YearValue
$4,508,221Latest year 2024

Participants Over Time

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

21110200120132024YearValue
21Latest year 2024

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
2024121$4,508,221$225,140$10,721iApproximate average salary by contribution assumption: employee only about $268,024 at 4% or $178,683 at 6%; with 50% employer match about $178,683 at 4% or $119,122 at 6%; with 100% employer match about $134,012 at 4% or $89,341 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-21$4,508,221$225,140$10,721iApproximate average salary by contribution assumption: employee only about $268,024 at 4% or $178,683 at 6%; with 50% employer match about $178,683 at 4% or $119,122 at 6%; with 100% employer match about $134,012 at 4% or $89,341 at 6%.
2023120$4,155,973$195,186$9,759iApproximate average salary by contribution assumption: employee only about $243,982 at 4% or $162,655 at 6%; with 50% employer match about $162,655 at 4% or $108,437 at 6%; with 100% employer match about $121,991 at 4% or $81,328 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-20$4,155,973$195,186$9,759iApproximate average salary by contribution assumption: employee only about $243,982 at 4% or $162,655 at 6%; with 50% employer match about $162,655 at 4% or $108,437 at 6%; with 100% employer match about $121,991 at 4% or $81,328 at 6%.
2022116$3,633,313$222,016$13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-16$3,633,313$222,016$13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%.
2021116$3,728,773$215,089$13,443iApproximate average salary by contribution assumption: employee only about $336,077 at 4% or $224,051 at 6%; with 50% employer match about $224,051 at 4% or $149,367 at 6%; with 100% employer match about $168,038 at 4% or $112,026 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-16$3,728,773$215,089$13,443iApproximate average salary by contribution assumption: employee only about $336,077 at 4% or $224,051 at 6%; with 50% employer match about $224,051 at 4% or $149,367 at 6%; with 100% employer match about $168,038 at 4% or $112,026 at 6%.
2020115$3,261,527$206,461$13,764iApproximate average salary by contribution assumption: employee only about $344,102 at 4% or $229,401 at 6%; with 50% employer match about $229,401 at 4% or $152,934 at 6%; with 100% employer match about $172,051 at 4% or $114,701 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-15$3,261,527$206,461$13,764iApproximate average salary by contribution assumption: employee only about $344,102 at 4% or $229,401 at 6%; with 50% employer match about $229,401 at 4% or $152,934 at 6%; with 100% employer match about $172,051 at 4% or $114,701 at 6%.
2019113$2,781,376$135,884$10,453iApproximate average salary by contribution assumption: employee only about $261,315 at 4% or $174,210 at 6%; with 50% employer match about $174,210 at 4% or $116,140 at 6%; with 100% employer match about $130,658 at 4% or $87,105 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-13$2,781,376$135,884$10,453iApproximate average salary by contribution assumption: employee only about $261,315 at 4% or $174,210 at 6%; with 50% employer match about $174,210 at 4% or $116,140 at 6%; with 100% employer match about $130,658 at 4% or $87,105 at 6%.
2018114$2,847,295$157,673$11,262iApproximate average salary by contribution assumption: employee only about $281,559 at 4% or $187,706 at 6%; with 50% employer match about $187,706 at 4% or $125,137 at 6%; with 100% employer match about $140,779 at 4% or $93,853 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-14$2,847,295$157,673$11,262iApproximate average salary by contribution assumption: employee only about $281,559 at 4% or $187,706 at 6%; with 50% employer match about $187,706 at 4% or $125,137 at 6%; with 100% employer match about $140,779 at 4% or $93,853 at 6%.
2017113$2,810,037$198,644$15,280iApproximate average salary by contribution assumption: employee only about $382,008 at 4% or $254,672 at 6%; with 50% employer match about $254,672 at 4% or $169,781 at 6%; with 100% employer match about $191,004 at 4% or $127,336 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-13$2,810,037$198,644$15,280iApproximate average salary by contribution assumption: employee only about $382,008 at 4% or $254,672 at 6%; with 50% employer match about $254,672 at 4% or $169,781 at 6%; with 100% employer match about $191,004 at 4% or $127,336 at 6%.
2016111$2,399,420$131,231$11,930iApproximate average salary by contribution assumption: employee only about $298,252 at 4% or $198,835 at 6%; with 50% employer match about $198,835 at 4% or $132,557 at 6%; with 100% employer match about $149,126 at 4% or $99,417 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-11$2,399,420$131,231$11,930iApproximate average salary by contribution assumption: employee only about $298,252 at 4% or $198,835 at 6%; with 50% employer match about $198,835 at 4% or $132,557 at 6%; with 100% employer match about $149,126 at 4% or $99,417 at 6%.
201519$2,150,879$144,470$16,052iApproximate average salary by contribution assumption: employee only about $401,306 at 4% or $267,537 at 6%; with 50% employer match about $267,537 at 4% or $178,358 at 6%; with 100% employer match about $200,653 at 4% or $133,769 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-9$2,150,879$144,470$16,052iApproximate average salary by contribution assumption: employee only about $401,306 at 4% or $267,537 at 6%; with 50% employer match about $267,537 at 4% or $178,358 at 6%; with 100% employer match about $200,653 at 4% or $133,769 at 6%.
2014113$2,062,267$144,118$11,086iApproximate average salary by contribution assumption: employee only about $277,150 at 4% or $184,767 at 6%; with 50% employer match about $184,767 at 4% or $123,178 at 6%; with 100% employer match about $138,575 at 4% or $92,383 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-13$2,062,267$144,118$11,086iApproximate average salary by contribution assumption: employee only about $277,150 at 4% or $184,767 at 6%; with 50% employer match about $184,767 at 4% or $123,178 at 6%; with 100% employer match about $138,575 at 4% or $92,383 at 6%.
2013110$1,877,144$155,001$15,500iApproximate average salary by contribution assumption: employee only about $387,503 at 4% or $258,335 at 6%; with 50% employer match about $258,335 at 4% or $172,223 at 6%; with 100% employer match about $193,751 at 4% or $129,168 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-10$1,877,144$155,001$15,500iApproximate average salary by contribution assumption: employee only about $387,503 at 4% or $258,335 at 6%; with 50% employer match about $258,335 at 4% or $172,223 at 6%; with 100% employer match about $193,751 at 4% or $129,168 at 6%.
2012113$1,595,840$159,682$12,283iApproximate average salary by contribution assumption: employee only about $307,081 at 4% or $204,721 at 6%; with 50% employer match about $204,721 at 4% or $136,480 at 6%; with 100% employer match about $153,540 at 4% or $102,360 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-13$1,595,840$159,682$12,283iApproximate average salary by contribution assumption: employee only about $307,081 at 4% or $204,721 at 6%; with 50% employer match about $204,721 at 4% or $136,480 at 6%; with 100% employer match about $153,540 at 4% or $102,360 at 6%.
2011112$1,360,649$141,988$11,832iApproximate average salary by contribution assumption: employee only about $295,808 at 4% or $197,206 at 6%; with 50% employer match about $197,206 at 4% or $131,470 at 6%; with 100% employer match about $147,904 at 4% or $98,603 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-12$1,360,649$141,988$11,832iApproximate average salary by contribution assumption: employee only about $295,808 at 4% or $197,206 at 6%; with 50% employer match about $197,206 at 4% or $131,470 at 6%; with 100% employer match about $147,904 at 4% or $98,603 at 6%.
2010112$1,233,332$179,284$14,940iApproximate average salary by contribution assumption: employee only about $373,508 at 4% or $249,006 at 6%; with 50% employer match about $249,006 at 4% or $166,004 at 6%; with 100% employer match about $186,754 at 4% or $124,503 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-12$1,233,332$179,284$14,940iApproximate average salary by contribution assumption: employee only about $373,508 at 4% or $249,006 at 6%; with 50% employer match about $249,006 at 4% or $166,004 at 6%; with 100% employer match about $186,754 at 4% or $124,503 at 6%.
2009115$991,713$203,245$13,550iApproximate average salary by contribution assumption: employee only about $338,742 at 4% or $225,828 at 6%; with 50% employer match about $225,828 at 4% or $150,552 at 6%; with 100% employer match about $169,371 at 4% or $112,914 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-15$991,713$203,245$13,550iApproximate average salary by contribution assumption: employee only about $338,742 at 4% or $225,828 at 6%; with 50% employer match about $225,828 at 4% or $150,552 at 6%; with 100% employer match about $169,371 at 4% or $112,914 at 6%.
200818$698,093$108,825$13,603iApproximate average salary by contribution assumption: employee only about $340,078 at 4% or $226,719 at 6%; with 50% employer match about $226,719 at 4% or $151,146 at 6%; with 100% employer match about $170,039 at 4% or $113,359 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-8$698,093$108,825$13,603iApproximate average salary by contribution assumption: employee only about $340,078 at 4% or $226,719 at 6%; with 50% employer match about $226,719 at 4% or $151,146 at 6%; with 100% employer match about $170,039 at 4% or $113,359 at 6%.
2007111$711,909$107,007$9,728iApproximate average salary by contribution assumption: employee only about $243,198 at 4% or $162,132 at 6%; with 50% employer match about $162,132 at 4% or $108,088 at 6%; with 100% employer match about $121,599 at 4% or $81,066 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-11$711,909$107,007$9,728iApproximate average salary by contribution assumption: employee only about $243,198 at 4% or $162,132 at 6%; with 50% employer match about $162,132 at 4% or $108,088 at 6%; with 100% employer match about $121,599 at 4% or $81,066 at 6%.
200616$630,155$107,767$17,961iApproximate average salary by contribution assumption: employee only about $449,029 at 4% or $299,353 at 6%; with 50% employer match about $299,353 at 4% or $199,569 at 6%; with 100% employer match about $224,515 at 4% or $149,676 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-6$630,155$107,767$17,961iApproximate average salary by contribution assumption: employee only about $449,029 at 4% or $299,353 at 6%; with 50% employer match about $299,353 at 4% or $199,569 at 6%; with 100% employer match about $224,515 at 4% or $149,676 at 6%.
200516$482,830$90,142$15,024iApproximate average salary by contribution assumption: employee only about $375,592 at 4% or $250,394 at 6%; with 50% employer match about $250,394 at 4% or $166,930 at 6%; with 100% employer match about $187,796 at 4% or $125,197 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-6$482,830$90,142$15,024iApproximate average salary by contribution assumption: employee only about $375,592 at 4% or $250,394 at 6%; with 50% employer match about $250,394 at 4% or $166,930 at 6%; with 100% employer match about $187,796 at 4% or $125,197 at 6%.
200419$413,594$115,569$12,841iApproximate average salary by contribution assumption: employee only about $321,025 at 4% or $214,017 at 6%; with 50% employer match about $214,017 at 4% or $142,678 at 6%; with 100% employer match about $160,513 at 4% or $107,008 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-9$413,594$115,569$12,841iApproximate average salary by contribution assumption: employee only about $321,025 at 4% or $214,017 at 6%; with 50% employer match about $214,017 at 4% or $142,678 at 6%; with 100% employer match about $160,513 at 4% or $107,008 at 6%.
200317$278,595$93,117$13,302iApproximate average salary by contribution assumption: employee only about $332,561 at 4% or $221,707 at 6%; with 50% employer match about $221,707 at 4% or $147,805 at 6%; with 100% employer match about $166,280 at 4% or $110,854 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-7$278,595$93,117$13,302iApproximate average salary by contribution assumption: employee only about $332,561 at 4% or $221,707 at 6%; with 50% employer match about $221,707 at 4% or $147,805 at 6%; with 100% employer match about $166,280 at 4% or $110,854 at 6%.
200218$161,481$99,649$12,456iApproximate average salary by contribution assumption: employee only about $311,403 at 4% or $207,602 at 6%; with 50% employer match about $207,602 at 4% or $138,401 at 6%; with 100% employer match about $155,702 at 4% or $103,801 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-8$161,481$99,649$12,456iApproximate average salary by contribution assumption: employee only about $311,403 at 4% or $207,602 at 6%; with 50% employer match about $207,602 at 4% or $138,401 at 6%; with 100% employer match about $155,702 at 4% or $103,801 at 6%.
200114$71,371$70,335$17,584iApproximate average salary by contribution assumption: employee only about $439,594 at 4% or $293,063 at 6%; with 50% employer match about $293,063 at 4% or $195,375 at 6%; with 100% employer match about $219,797 at 4% or $146,531 at 6%.
Dalan & Katz, P.L. Profit Sharing Plan-4$71,371$70,335$17,584iApproximate average salary by contribution assumption: employee only about $439,594 at 4% or $293,063 at 6%; with 50% employer match about $293,063 at 4% or $195,375 at 6%; with 100% employer match about $219,797 at 4% or $146,531 at 6%.