Civic Intelligence

Jeffrey L. Katzell, M.D., P.A.

Plan context: Jeffrey L. Katzell, M.D., P.A. 401K Plan

EIN 65-0334133 • Lake Worth, FL • 43 filings • 9 plans

7408 Lake Worth RoadSuite 100Lake Worth, FL 33467
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,654,658

2025 Contributions

$51,422

Historical Graphs

Total Assets Over Time

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

$5,658,841$2,829,421$0199920132025YearValue
$2,654,658Latest year 2025

Participants Over Time

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

1260199920122025YearValue
6Latest 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
202516$2,654,658$51,422$8,570iApproximate average salary by contribution assumption: employee only about $214,258 at 4% or $142,839 at 6%; with 50% employer match about $142,839 at 4% or $95,226 at 6%; with 100% employer match about $107,129 at 4% or $71,419 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-6$2,654,658$51,422$8,570iApproximate average salary by contribution assumption: employee only about $214,258 at 4% or $142,839 at 6%; with 50% employer match about $142,839 at 4% or $95,226 at 6%; with 100% employer match about $107,129 at 4% or $71,419 at 6%.
202415$2,310,702$87,304$17,461iApproximate average salary by contribution assumption: employee only about $436,520 at 4% or $291,013 at 6%; with 50% employer match about $291,013 at 4% or $194,009 at 6%; with 100% employer match about $218,260 at 4% or $145,507 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-5$2,310,702$87,304$17,461iApproximate average salary by contribution assumption: employee only about $436,520 at 4% or $291,013 at 6%; with 50% employer match about $291,013 at 4% or $194,009 at 6%; with 100% employer match about $218,260 at 4% or $145,507 at 6%.
202316$1,974,538$11,360$1,893iApproximate average salary by contribution assumption: employee only about $47,333 at 4% or $31,556 at 6%; with 50% employer match about $31,556 at 4% or $21,037 at 6%; with 100% employer match about $23,667 at 4% or $15,778 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-6$1,974,538$11,360$1,893iApproximate average salary by contribution assumption: employee only about $47,333 at 4% or $31,556 at 6%; with 50% employer match about $31,556 at 4% or $21,037 at 6%; with 100% employer match about $23,667 at 4% or $15,778 at 6%.
202217$1,698,524$1,118$160iApproximate average salary by contribution assumption: employee only about $3,993 at 4% or $2,662 at 6%; with 50% employer match about $2,662 at 4% or $1,775 at 6%; with 100% employer match about $1,996 at 4% or $1,331 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-7$1,698,524$1,118$160iApproximate average salary by contribution assumption: employee only about $3,993 at 4% or $2,662 at 6%; with 50% employer match about $2,662 at 4% or $1,775 at 6%; with 100% employer match about $1,996 at 4% or $1,331 at 6%.
202119$2,080,754$23,720$2,636iApproximate average salary by contribution assumption: employee only about $65,889 at 4% or $43,926 at 6%; with 50% employer match about $43,926 at 4% or $29,284 at 6%; with 100% employer match about $32,944 at 4% or $21,963 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-9$2,080,754$23,720$2,636iApproximate average salary by contribution assumption: employee only about $65,889 at 4% or $43,926 at 6%; with 50% employer match about $43,926 at 4% or $29,284 at 6%; with 100% employer match about $32,944 at 4% or $21,963 at 6%.
2020110$3,064,891$73,960$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-10$3,064,891$73,960$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
2019112$2,524,987$102,604$8,550iApproximate average salary by contribution assumption: employee only about $213,758 at 4% or $142,506 at 6%; with 50% employer match about $142,506 at 4% or $95,004 at 6%; with 100% employer match about $106,879 at 4% or $71,253 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-12$2,524,987$102,604$8,550iApproximate average salary by contribution assumption: employee only about $213,758 at 4% or $142,506 at 6%; with 50% employer match about $142,506 at 4% or $95,004 at 6%; with 100% employer match about $106,879 at 4% or $71,253 at 6%.
2018211$1,958,372$95,353$8,668iApproximate average salary by contribution assumption: employee only about $216,711 at 4% or $144,474 at 6%; with 50% employer match about $144,474 at 4% or $96,316 at 6%; with 100% employer match about $108,356 at 4% or $72,237 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$1,958,372$95,353$8,668iApproximate average salary by contribution assumption: employee only about $216,711 at 4% or $144,474 at 6%; with 50% employer match about $144,474 at 4% or $96,316 at 6%; with 100% employer match about $108,356 at 4% or $72,237 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-0$0$0-
2017211$5,658,841$243,697$22,154iApproximate average salary by contribution assumption: employee only about $553,857 at 4% or $369,238 at 6%; with 50% employer match about $369,238 at 4% or $246,159 at 6%; with 100% employer match about $276,928 at 4% or $184,619 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-11$3,530,339$150,574$13,689iApproximate average salary by contribution assumption: employee only about $342,214 at 4% or $228,142 at 6%; with 50% employer match about $228,142 at 4% or $152,095 at 6%; with 100% employer match about $171,107 at 4% or $114,071 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$2,128,502$93,123$8,466iApproximate average salary by contribution assumption: employee only about $211,643 at 4% or $141,095 at 6%; with 50% employer match about $141,095 at 4% or $94,064 at 6%; with 100% employer match about $105,822 at 4% or $70,548 at 6%.
2016210$5,008,567$296,959$29,696iApproximate average salary by contribution assumption: employee only about $742,398 at 4% or $494,932 at 6%; with 50% employer match about $494,932 at 4% or $329,954 at 6%; with 100% employer match about $371,199 at 4% or $247,466 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-10$3,283,590$204,560$20,456iApproximate average salary by contribution assumption: employee only about $511,400 at 4% or $340,933 at 6%; with 50% employer match about $340,933 at 4% or $227,289 at 6%; with 100% employer match about $255,700 at 4% or $170,467 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-9$1,724,977$92,399$10,267iApproximate average salary by contribution assumption: employee only about $256,664 at 4% or $171,109 at 6%; with 50% employer match about $171,109 at 4% or $114,073 at 6%; with 100% employer match about $128,332 at 4% or $85,555 at 6%.
2015210$4,526,313$386,455$38,646iApproximate average salary by contribution assumption: employee only about $966,138 at 4% or $644,092 at 6%; with 50% employer match about $644,092 at 4% or $429,394 at 6%; with 100% employer match about $483,069 at 4% or $322,046 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-10$2,994,272$294,292$29,429iApproximate average salary by contribution assumption: employee only about $735,730 at 4% or $490,487 at 6%; with 50% employer match about $490,487 at 4% or $326,991 at 6%; with 100% employer match about $367,865 at 4% or $245,243 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-10$1,532,041$92,163$9,216iApproximate average salary by contribution assumption: employee only about $230,407 at 4% or $153,605 at 6%; with 50% employer match about $153,605 at 4% or $102,403 at 6%; with 100% employer match about $115,204 at 4% or $76,803 at 6%.
2014211$4,089,672$332,157$30,196iApproximate average salary by contribution assumption: employee only about $754,902 at 4% or $503,268 at 6%; with 50% employer match about $503,268 at 4% or $335,512 at 6%; with 100% employer match about $377,451 at 4% or $251,634 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-11$2,634,099$241,701$21,973iApproximate average salary by contribution assumption: employee only about $549,320 at 4% or $366,214 at 6%; with 50% employer match about $366,214 at 4% or $244,142 at 6%; with 100% employer match about $274,660 at 4% or $183,107 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$1,455,573$90,456$8,223iApproximate average salary by contribution assumption: employee only about $205,582 at 4% or $137,055 at 6%; with 50% employer match about $137,055 at 4% or $91,370 at 6%; with 100% employer match about $102,791 at 4% or $68,527 at 6%.
2013211$3,690,537$312,234$28,385iApproximate average salary by contribution assumption: employee only about $709,623 at 4% or $473,082 at 6%; with 50% employer match about $473,082 at 4% or $315,388 at 6%; with 100% employer match about $354,811 at 4% or $236,541 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-11$2,387,778$224,166$20,379iApproximate average salary by contribution assumption: employee only about $509,468 at 4% or $339,645 at 6%; with 50% employer match about $339,645 at 4% or $226,430 at 6%; with 100% employer match about $254,734 at 4% or $169,823 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-9$1,302,759$88,068$9,785iApproximate average salary by contribution assumption: employee only about $244,633 at 4% or $163,089 at 6%; with 50% employer match about $163,089 at 4% or $108,726 at 6%; with 100% employer match about $122,317 at 4% or $81,544 at 6%.
2012210$3,224,397$310,909$31,091iApproximate average salary by contribution assumption: employee only about $777,273 at 4% or $518,182 at 6%; with 50% employer match about $518,182 at 4% or $345,454 at 6%; with 100% employer match about $388,636 at 4% or $259,091 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-10$2,105,269$226,451$22,645iApproximate average salary by contribution assumption: employee only about $566,128 at 4% or $377,418 at 6%; with 50% employer match about $377,418 at 4% or $251,612 at 6%; with 100% employer match about $283,064 at 4% or $188,709 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-10$1,119,128$84,458$8,446iApproximate average salary by contribution assumption: employee only about $211,145 at 4% or $140,763 at 6%; with 50% employer match about $140,763 at 4% or $93,842 at 6%; with 100% employer match about $105,572 at 4% or $70,382 at 6%.
2011211$2,818,657$311,926$28,357iApproximate average salary by contribution assumption: employee only about $708,923 at 4% or $472,615 at 6%; with 50% employer match about $472,615 at 4% or $315,077 at 6%; with 100% employer match about $354,461 at 4% or $236,308 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-10$1,824,689$227,291$22,729iApproximate average salary by contribution assumption: employee only about $568,228 at 4% or $378,818 at 6%; with 50% employer match about $378,818 at 4% or $252,546 at 6%; with 100% employer match about $284,114 at 4% or $189,409 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$993,968$84,635$7,694iApproximate average salary by contribution assumption: employee only about $192,352 at 4% or $128,235 at 6%; with 50% employer match about $128,235 at 4% or $85,490 at 6%; with 100% employer match about $96,176 at 4% or $64,117 at 6%.
2010211$2,541,638$324,347$29,486iApproximate average salary by contribution assumption: employee only about $737,152 at 4% or $491,435 at 6%; with 50% employer match about $491,435 at 4% or $327,623 at 6%; with 100% employer match about $368,576 at 4% or $245,717 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-10$1,571,198$237,854$23,785iApproximate average salary by contribution assumption: employee only about $594,635 at 4% or $396,423 at 6%; with 50% employer match about $396,423 at 4% or $264,282 at 6%; with 100% employer match about $297,318 at 4% or $198,212 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$970,440$86,493$7,863iApproximate average salary by contribution assumption: employee only about $196,575 at 4% or $131,050 at 6%; with 50% employer match about $131,050 at 4% or $87,367 at 6%; with 100% employer match about $98,288 at 4% or $65,525 at 6%.
2009312$3,368,731$562,672$46,889iApproximate average salary by contribution assumption: employee only about $1,172,233 at 4% or $781,489 at 6%; with 50% employer match about $781,489 at 4% or $520,993 at 6%; with 100% employer match about $586,117 at 4% or $390,744 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$1,283,801$238,917$21,720iApproximate average salary by contribution assumption: employee only about $542,993 at 4% or $361,995 at 6%; with 50% employer match about $361,995 at 4% or $241,330 at 6%; with 100% employer match about $271,497 at 4% or $180,998 at 6%.
Jeffrey L. Katzell, M.D., P.A. 412(I) Def Ben Plan-11$1,283,801$238,917$21,720iApproximate average salary by contribution assumption: employee only about $542,993 at 4% or $361,995 at 6%; with 50% employer match about $361,995 at 4% or $241,330 at 6%; with 100% employer match about $271,497 at 4% or $180,998 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-12$801,129$84,838$7,070iApproximate average salary by contribution assumption: employee only about $176,746 at 4% or $117,831 at 6%; with 50% employer match about $117,831 at 4% or $78,554 at 6%; with 100% employer match about $88,373 at 4% or $58,915 at 6%.
200819$621,614$84,859$9,429iApproximate average salary by contribution assumption: employee only about $235,719 at 4% or $157,146 at 6%; with 50% employer match about $157,146 at 4% or $104,764 at 6%; with 100% employer match about $117,860 at 4% or $78,573 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-9$621,614$84,859$9,429iApproximate average salary by contribution assumption: employee only about $235,719 at 4% or $157,146 at 6%; with 50% employer match about $157,146 at 4% or $104,764 at 6%; with 100% employer match about $117,860 at 4% or $78,573 at 6%.
200717$830,117$74,231$10,604iApproximate average salary by contribution assumption: employee only about $265,111 at 4% or $176,740 at 6%; with 50% employer match about $176,740 at 4% or $117,827 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-7$830,117$74,231$10,604iApproximate average salary by contribution assumption: employee only about $265,111 at 4% or $176,740 at 6%; with 50% employer match about $176,740 at 4% or $117,827 at 6%; with 100% employer match about $132,555 at 4% or $88,370 at 6%.
200617$798,519$84,227$12,032iApproximate average salary by contribution assumption: employee only about $300,811 at 4% or $200,540 at 6%; with 50% employer match about $200,540 at 4% or $133,694 at 6%; with 100% employer match about $150,405 at 4% or $100,270 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-7$798,519$84,227$12,032iApproximate average salary by contribution assumption: employee only about $300,811 at 4% or $200,540 at 6%; with 50% employer match about $200,540 at 4% or $133,694 at 6%; with 100% employer match about $150,405 at 4% or $100,270 at 6%.
200518$474,878$146,120$18,265iApproximate average salary by contribution assumption: employee only about $456,625 at 4% or $304,417 at 6%; with 50% employer match about $304,417 at 4% or $202,944 at 6%; with 100% employer match about $228,313 at 4% or $152,208 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-8$474,878$146,120$18,265iApproximate average salary by contribution assumption: employee only about $456,625 at 4% or $304,417 at 6%; with 50% employer match about $304,417 at 4% or $202,944 at 6%; with 100% employer match about $228,313 at 4% or $152,208 at 6%.
200417$323,452$155,467$22,210iApproximate average salary by contribution assumption: employee only about $555,239 at 4% or $370,160 at 6%; with 50% employer match about $370,160 at 4% or $246,773 at 6%; with 100% employer match about $277,620 at 4% or $185,080 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-7$323,452$155,467$22,210iApproximate average salary by contribution assumption: employee only about $555,239 at 4% or $370,160 at 6%; with 50% employer match about $370,160 at 4% or $246,773 at 6%; with 100% employer match about $277,620 at 4% or $185,080 at 6%.
2003211$605,816$95,303$8,664iApproximate average salary by contribution assumption: employee only about $216,598 at 4% or $144,398 at 6%; with 50% employer match about $144,398 at 4% or $96,266 at 6%; with 100% employer match about $108,299 at 4% or $72,199 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-11$605,816$95,303$8,664iApproximate average salary by contribution assumption: employee only about $216,598 at 4% or $144,398 at 6%; with 50% employer match about $144,398 at 4% or $96,266 at 6%; with 100% employer match about $108,299 at 4% or $72,199 at 6%.
Jeffrey L. Katzell, M.D., P.A. Money Purchase Plan-0---
2002210$399,189$90,547$9,055iApproximate average salary by contribution assumption: employee only about $226,368 at 4% or $150,912 at 6%; with 50% employer match about $150,912 at 4% or $100,608 at 6%; with 100% employer match about $113,184 at 4% or $75,456 at 6%.
Jeffrey L. Katzell, M.D., P.A. Money Purchase Plan-10$206,005$49,565$4,957iApproximate average salary by contribution assumption: employee only about $123,913 at 4% or $82,608 at 6%; with 50% employer match about $82,608 at 4% or $55,072 at 6%; with 100% employer match about $61,956 at 4% or $41,304 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-10$193,184$40,982$4,098iApproximate average salary by contribution assumption: employee only about $102,455 at 4% or $68,303 at 6%; with 50% employer match about $68,303 at 4% or $45,536 at 6%; with 100% employer match about $51,228 at 4% or $34,152 at 6%.
2001210$0$0-
Jeffrey L. Katzell, M.D., P.A. 401K Plan-10---
Jeffrey L. Katzell, M.D., P.A. Money Purchase Plan-10---
200029$354,406$83,263$9,251iApproximate average salary by contribution assumption: employee only about $231,286 at 4% or $154,191 at 6%; with 50% employer match about $154,191 at 4% or $102,794 at 6%; with 100% employer match about $115,643 at 4% or $77,095 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-9$200,411$47,541$5,282iApproximate average salary by contribution assumption: employee only about $132,058 at 4% or $88,039 at 6%; with 50% employer match about $88,039 at 4% or $58,693 at 6%; with 100% employer match about $66,029 at 4% or $44,019 at 6%.
Jeffrey L. Katzell, M.D., P.A. Money Purchase Plan-9$153,995$35,722$3,969iApproximate average salary by contribution assumption: employee only about $99,228 at 4% or $66,152 at 6%; with 50% employer match about $66,152 at 4% or $44,101 at 6%; with 100% employer match about $49,614 at 4% or $33,076 at 6%.
199927$259,054$75,941$10,849iApproximate average salary by contribution assumption: employee only about $271,218 at 4% or $180,812 at 6%; with 50% employer match about $180,812 at 4% or $120,541 at 6%; with 100% employer match about $135,609 at 4% or $90,406 at 6%.
Jeffrey L. Katzell, M.D., P.A. 401K Plan-7$136,564$44,395$6,342iApproximate average salary by contribution assumption: employee only about $158,554 at 4% or $105,702 at 6%; with 50% employer match about $105,702 at 4% or $70,468 at 6%; with 100% employer match about $79,277 at 4% or $52,851 at 6%.
Jeffrey L. Katzell, M.D., P.A. Money Purchase Plan-7$122,490$31,546$4,507iApproximate average salary by contribution assumption: employee only about $112,664 at 4% or $75,110 at 6%; with 50% employer match about $75,110 at 4% or $50,073 at 6%; with 100% employer match about $56,332 at 4% or $37,555 at 6%.