Civic Intelligence

Stephen Katz Dds Inc.

Plan context: Stephen Katz Dds Inc. 401(K) Plan

EIN 74-2276115 • Austin, TX • 27 filings • 4 plans

3818 Spicewood Springs Rd., # 200Austin, TX 78759
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$680,340

2024 Contributions

$51,610

Historical Graphs

Total Assets Over Time

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

$988,142$494,071$0200220142024YearValue
$680,340Latest year 2024

Participants Over Time

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

1050200220132024YearValue
8Latest 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
202418$680,340$51,610$6,451iApproximate average salary by contribution assumption: employee only about $161,281 at 4% or $107,521 at 6%; with 50% employer match about $107,521 at 4% or $71,681 at 6%; with 100% employer match about $80,641 at 4% or $53,760 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-8$680,340$51,610$6,451iApproximate average salary by contribution assumption: employee only about $161,281 at 4% or $107,521 at 6%; with 50% employer match about $107,521 at 4% or $71,681 at 6%; with 100% employer match about $80,641 at 4% or $53,760 at 6%.
202317$506,714$100,684$14,383iApproximate average salary by contribution assumption: employee only about $359,586 at 4% or $239,724 at 6%; with 50% employer match about $239,724 at 4% or $159,816 at 6%; with 100% employer match about $179,793 at 4% or $119,862 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-7$506,714$100,684$14,383iApproximate average salary by contribution assumption: employee only about $359,586 at 4% or $239,724 at 6%; with 50% employer match about $239,724 at 4% or $159,816 at 6%; with 100% employer match about $179,793 at 4% or $119,862 at 6%.
202218$361,656$104,114$13,014iApproximate average salary by contribution assumption: employee only about $325,356 at 4% or $216,904 at 6%; with 50% employer match about $216,904 at 4% or $144,603 at 6%; with 100% employer match about $162,678 at 4% or $108,452 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-8$361,656$104,114$13,014iApproximate average salary by contribution assumption: employee only about $325,356 at 4% or $216,904 at 6%; with 50% employer match about $216,904 at 4% or $144,603 at 6%; with 100% employer match about $162,678 at 4% or $108,452 at 6%.
202118$363,144$124,591$15,574iApproximate average salary by contribution assumption: employee only about $389,347 at 4% or $259,565 at 6%; with 50% employer match about $259,565 at 4% or $173,043 at 6%; with 100% employer match about $194,673 at 4% or $129,782 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-8$363,144$124,591$15,574iApproximate average salary by contribution assumption: employee only about $389,347 at 4% or $259,565 at 6%; with 50% employer match about $259,565 at 4% or $173,043 at 6%; with 100% employer match about $194,673 at 4% or $129,782 at 6%.
202017$277,470$104,907$14,987iApproximate average salary by contribution assumption: employee only about $374,668 at 4% or $249,779 at 6%; with 50% employer match about $249,779 at 4% or $166,519 at 6%; with 100% employer match about $187,334 at 4% or $124,889 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-7$277,470$104,907$14,987iApproximate average salary by contribution assumption: employee only about $374,668 at 4% or $249,779 at 6%; with 50% employer match about $249,779 at 4% or $166,519 at 6%; with 100% employer match about $187,334 at 4% or $124,889 at 6%.
201918$283,210$115,739$14,467iApproximate average salary by contribution assumption: employee only about $361,684 at 4% or $241,123 at 6%; with 50% employer match about $241,123 at 4% or $160,749 at 6%; with 100% employer match about $180,842 at 4% or $120,561 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-8$283,210$115,739$14,467iApproximate average salary by contribution assumption: employee only about $361,684 at 4% or $241,123 at 6%; with 50% employer match about $241,123 at 4% or $160,749 at 6%; with 100% employer match about $180,842 at 4% or $120,561 at 6%.
201816$207,034$101,753$16,959iApproximate average salary by contribution assumption: employee only about $423,971 at 4% or $282,647 at 6%; with 50% employer match about $282,647 at 4% or $188,431 at 6%; with 100% employer match about $211,985 at 4% or $141,324 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-6$207,034$101,753$16,959iApproximate average salary by contribution assumption: employee only about $423,971 at 4% or $282,647 at 6%; with 50% employer match about $282,647 at 4% or $188,431 at 6%; with 100% employer match about $211,985 at 4% or $141,324 at 6%.
201718$203,330$102,548$12,819iApproximate average salary by contribution assumption: employee only about $320,463 at 4% or $213,642 at 6%; with 50% employer match about $213,642 at 4% or $142,428 at 6%; with 100% employer match about $160,231 at 4% or $106,821 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-8$203,330$102,548$12,819iApproximate average salary by contribution assumption: employee only about $320,463 at 4% or $213,642 at 6%; with 50% employer match about $213,642 at 4% or $142,428 at 6%; with 100% employer match about $160,231 at 4% or $106,821 at 6%.
2016110$164,797$107,456$10,746iApproximate average salary by contribution assumption: employee only about $268,640 at 4% or $179,093 at 6%; with 50% employer match about $179,093 at 4% or $119,396 at 6%; with 100% employer match about $134,320 at 4% or $89,547 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-10$164,797$107,456$10,746iApproximate average salary by contribution assumption: employee only about $268,640 at 4% or $179,093 at 6%; with 50% employer match about $179,093 at 4% or $119,396 at 6%; with 100% employer match about $134,320 at 4% or $89,547 at 6%.
201516$99,984$98,021$16,337iApproximate average salary by contribution assumption: employee only about $408,421 at 4% or $272,281 at 6%; with 50% employer match about $272,281 at 4% or $181,520 at 6%; with 100% employer match about $204,210 at 4% or $136,140 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-6$99,984$98,021$16,337iApproximate average salary by contribution assumption: employee only about $408,421 at 4% or $272,281 at 6%; with 50% employer match about $272,281 at 4% or $181,520 at 6%; with 100% employer match about $204,210 at 4% or $136,140 at 6%.
201416$141,608$79,567$13,261iApproximate average salary by contribution assumption: employee only about $331,529 at 4% or $221,019 at 6%; with 50% employer match about $221,019 at 4% or $147,346 at 6%; with 100% employer match about $165,765 at 4% or $110,510 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-6$141,608$79,567$13,261iApproximate average salary by contribution assumption: employee only about $331,529 at 4% or $221,019 at 6%; with 50% employer match about $221,019 at 4% or $147,346 at 6%; with 100% employer match about $165,765 at 4% or $110,510 at 6%.
201316$200,073$77,344$12,891iApproximate average salary by contribution assumption: employee only about $322,267 at 4% or $214,844 at 6%; with 50% employer match about $214,844 at 4% or $143,230 at 6%; with 100% employer match about $161,133 at 4% or $107,422 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-6$200,073$77,344$12,891iApproximate average salary by contribution assumption: employee only about $322,267 at 4% or $214,844 at 6%; with 50% employer match about $214,844 at 4% or $143,230 at 6%; with 100% employer match about $161,133 at 4% or $107,422 at 6%.
201227$138,796$76,817$10,974iApproximate average salary by contribution assumption: employee only about $274,346 at 4% or $182,898 at 6%; with 50% employer match about $182,898 at 4% or $121,932 at 6%; with 100% employer match about $137,173 at 4% or $91,449 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-7$138,796$76,817$10,974iApproximate average salary by contribution assumption: employee only about $274,346 at 4% or $182,898 at 6%; with 50% employer match about $182,898 at 4% or $121,932 at 6%; with 100% employer match about $137,173 at 4% or $91,449 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-0$0--
201125$988,142$211,264$42,253iApproximate average salary by contribution assumption: employee only about $1,056,320 at 4% or $704,213 at 6%; with 50% employer match about $704,213 at 4% or $469,476 at 6%; with 100% employer match about $528,160 at 4% or $352,107 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-5$887,350$146,800$29,360iApproximate average salary by contribution assumption: employee only about $734,000 at 4% or $489,333 at 6%; with 50% employer match about $489,333 at 4% or $326,222 at 6%; with 100% employer match about $367,000 at 4% or $244,667 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-5$100,792$64,464$12,893iApproximate average salary by contribution assumption: employee only about $322,320 at 4% or $214,880 at 6%; with 50% employer match about $214,880 at 4% or $143,253 at 6%; with 100% employer match about $161,160 at 4% or $107,440 at 6%.
201029$814,576$106,098$11,789iApproximate average salary by contribution assumption: employee only about $294,717 at 4% or $196,478 at 6%; with 50% employer match about $196,478 at 4% or $130,985 at 6%; with 100% employer match about $147,358 at 4% or $98,239 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-9$773,316$78,050$8,672iApproximate average salary by contribution assumption: employee only about $216,806 at 4% or $144,537 at 6%; with 50% employer match about $144,537 at 4% or $96,358 at 6%; with 100% employer match about $108,403 at 4% or $72,269 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-6$41,260$28,048$4,675iApproximate average salary by contribution assumption: employee only about $116,867 at 4% or $77,911 at 6%; with 50% employer match about $77,911 at 4% or $51,941 at 6%; with 100% employer match about $58,433 at 4% or $38,956 at 6%.
200929$915,674$324,936$36,104iApproximate average salary by contribution assumption: employee only about $902,600 at 4% or $601,733 at 6%; with 50% employer match about $601,733 at 4% or $401,156 at 6%; with 100% employer match about $451,300 at 4% or $300,867 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-9$899,674$308,936$34,326iApproximate average salary by contribution assumption: employee only about $858,156 at 4% or $572,104 at 6%; with 50% employer match about $572,104 at 4% or $381,402 at 6%; with 100% employer match about $429,078 at 4% or $286,052 at 6%.
Stephen Katz Dds Inc. 401(K) Plan-7$16,000$16,000$2,286iApproximate average salary by contribution assumption: employee only about $57,143 at 4% or $38,095 at 6%; with 50% employer match about $38,095 at 4% or $25,397 at 6%; with 100% employer match about $28,571 at 4% or $19,048 at 6%.
200815$0$0-
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-5---
200718$0$0-
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-8---
200619$762,827$143,500$15,944iApproximate average salary by contribution assumption: employee only about $398,611 at 4% or $265,741 at 6%; with 50% employer match about $265,741 at 4% or $177,160 at 6%; with 100% employer match about $199,306 at 4% or $132,870 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-9$762,827$143,500$15,944iApproximate average salary by contribution assumption: employee only about $398,611 at 4% or $265,741 at 6%; with 50% employer match about $265,741 at 4% or $177,160 at 6%; with 100% employer match about $199,306 at 4% or $132,870 at 6%.
200519$564,628$145,000$16,111iApproximate average salary by contribution assumption: employee only about $402,778 at 4% or $268,519 at 6%; with 50% employer match about $268,519 at 4% or $179,012 at 6%; with 100% employer match about $201,389 at 4% or $134,259 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-9$564,628$145,000$16,111iApproximate average salary by contribution assumption: employee only about $402,778 at 4% or $268,519 at 6%; with 50% employer match about $268,519 at 4% or $179,012 at 6%; with 100% employer match about $201,389 at 4% or $134,259 at 6%.
200418$391,436$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-8$391,436$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200316$279,220$138,171$23,029iApproximate average salary by contribution assumption: employee only about $575,713 at 4% or $383,808 at 6%; with 50% employer match about $383,808 at 4% or $255,872 at 6%; with 100% employer match about $287,856 at 4% or $191,904 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-6$279,220$138,171$23,029iApproximate average salary by contribution assumption: employee only about $575,713 at 4% or $383,808 at 6%; with 50% employer match about $383,808 at 4% or $255,872 at 6%; with 100% employer match about $287,856 at 4% or $191,904 at 6%.
200216$138,171$138,171$23,029iApproximate average salary by contribution assumption: employee only about $575,713 at 4% or $383,808 at 6%; with 50% employer match about $383,808 at 4% or $255,872 at 6%; with 100% employer match about $287,856 at 4% or $191,904 at 6%.
JERRY P. KATZ, D.D.S., INC. DEFINED BENEFIT PLAN-6$138,171$138,171$23,029iApproximate average salary by contribution assumption: employee only about $575,713 at 4% or $383,808 at 6%; with 50% employer match about $383,808 at 4% or $255,872 at 6%; with 100% employer match about $287,856 at 4% or $191,904 at 6%.