Civic Intelligence

Gerald Katz MD

Plan context: GERALD KATZ, M.D. DEFINED BENEFIT PLAN

EIN 84-1164112 • Denver, CO • 22 filings • 6 plans

901 S. Clayton WayDenver, CO 80209-5105
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$687,878

2010 Contributions

$245,852

Historical Graphs

Total Assets Over Time

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

$727,628$363,814$0199920062009YearValue
$687,878Latest year 2009

Participants Over Time

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

530199920042009YearValue
2Latest year 2009

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
201010$0$0-
GERALD KATZ, M.D. 401(K) PROFIT SHARING PLAN-0$0--
200922$687,878$245,852$122,926iApproximate average salary by contribution assumption: employee only about $3,073,150 at 4% or $2,048,767 at 6%; with 50% employer match about $2,048,767 at 4% or $1,365,844 at 6%; with 100% employer match about $1,536,575 at 4% or $1,024,383 at 6%.
GERALD KATZ, M.D. DEFINED BENEFIT PLAN-1$640,431$238,752$238,752iApproximate average salary by contribution assumption: employee only about $5,968,800 at 4% or $3,979,200 at 6%; with 50% employer match about $3,979,200 at 4% or $2,652,800 at 6%; with 100% employer match about $2,984,400 at 4% or $1,989,600 at 6%.
GERALD KATZ, M.D. 401(K) PROFIT SHARING PLAN-2$47,447$7,100$3,550iApproximate average salary by contribution assumption: employee only about $88,750 at 4% or $59,167 at 6%; with 50% employer match about $59,167 at 4% or $39,444 at 6%; with 100% employer match about $44,375 at 4% or $29,583 at 6%.
200821$377,819$173,912$173,912iApproximate average salary by contribution assumption: employee only about $4,347,800 at 4% or $2,898,533 at 6%; with 50% employer match about $2,898,533 at 4% or $1,932,356 at 6%; with 100% employer match about $2,173,900 at 4% or $1,449,267 at 6%.
GERALD KATZ, M.D. DEFINED BENEFIT PLAN-1$348,031$166,395$166,395iApproximate average salary by contribution assumption: employee only about $4,159,875 at 4% or $2,773,250 at 6%; with 50% employer match about $2,773,250 at 4% or $1,848,833 at 6%; with 100% employer match about $2,079,938 at 4% or $1,386,625 at 6%.
GERALD KATZ, M.D. 401K PROFIT SHARING PLAN-1$29,788$7,517$7,517iApproximate average salary by contribution assumption: employee only about $187,925 at 4% or $125,283 at 6%; with 50% employer match about $125,283 at 4% or $83,522 at 6%; with 100% employer match about $93,963 at 4% or $62,642 at 6%.
200722$0$0-
GERALD KATZ, M.D. 401K PROFIT SHARING PLAN-2---
GERALD KATZ, M.D. DEFINED BENEFIT PLAN-2---
200632$127,305$144,162$72,081iApproximate average salary by contribution assumption: employee only about $1,802,025 at 4% or $1,201,350 at 6%; with 50% employer match about $1,201,350 at 4% or $800,900 at 6%; with 100% employer match about $901,013 at 4% or $600,675 at 6%.
GERALD KATZ, M.D. DEFINED BENEFIT PLAN-2$116,362$116,362$58,181iApproximate average salary by contribution assumption: employee only about $1,454,525 at 4% or $969,683 at 6%; with 50% employer match about $969,683 at 4% or $646,456 at 6%; with 100% employer match about $727,263 at 4% or $484,842 at 6%.
GERALD KATZ, M.D. 401K PROFIT SHARING PLAN-2$10,943$10,943$5,472iApproximate average salary by contribution assumption: employee only about $136,788 at 4% or $91,192 at 6%; with 50% employer match about $91,192 at 4% or $60,794 at 6%; with 100% employer match about $68,394 at 4% or $45,596 at 6%.
Gerald Katz Profit Sharing Plan-0-$16,857-
200525$727,628$47,792$9,558iApproximate average salary by contribution assumption: employee only about $238,960 at 4% or $159,307 at 6%; with 50% employer match about $159,307 at 4% or $106,204 at 6%; with 100% employer match about $119,480 at 4% or $79,653 at 6%.
GERALD KATZ MONEY PURCHASE PENSION PLAN-5$487,710$19,117$3,823iApproximate average salary by contribution assumption: employee only about $95,585 at 4% or $63,723 at 6%; with 50% employer match about $63,723 at 4% or $42,482 at 6%; with 100% employer match about $47,793 at 4% or $31,862 at 6%.
Gerald Katz Profit Sharing Plan-5$239,918$28,675$5,735iApproximate average salary by contribution assumption: employee only about $143,375 at 4% or $95,583 at 6%; with 50% employer match about $95,583 at 4% or $63,722 at 6%; with 100% employer match about $71,688 at 4% or $47,792 at 6%.
200424$197,592$18,040$4,510iApproximate average salary by contribution assumption: employee only about $112,750 at 4% or $75,167 at 6%; with 50% employer match about $75,167 at 4% or $50,111 at 6%; with 100% employer match about $56,375 at 4% or $37,583 at 6%.
Gerald Katz Profit Sharing Plan-4$197,592--
GERALD KATZ MONEY PURCHASE PLAN-4-$18,040$4,510iApproximate average salary by contribution assumption: employee only about $112,750 at 4% or $75,167 at 6%; with 50% employer match about $75,167 at 4% or $50,111 at 6%; with 100% employer match about $56,375 at 4% or $37,583 at 6%.
200325$0$0-
GERALD KATZ MONEY PURCHASE PENSION PLAN-5---
Gerald Katz Profit Sharing Plan-5---
200225$0$0-
GERALD KATZ MONEY PURCHASE PENSION PLAN-5---
Gerald Katz Profit Sharing Plan-5---
200125$0$0-
GERALD KATZ MONEY PURCHASE PLAN-5---
Gerald Katz Profit Sharing Plan-5---
200015$0$0-
Gerald Katz Profit Sharing Plan-5---
199915$293,703$18,275$3,655iApproximate average salary by contribution assumption: employee only about $91,375 at 4% or $60,917 at 6%; with 50% employer match about $60,917 at 4% or $40,611 at 6%; with 100% employer match about $45,688 at 4% or $30,458 at 6%.
Gerald Katz Profit Sharing Plan-5$293,703$18,275$3,655iApproximate average salary by contribution assumption: employee only about $91,375 at 4% or $60,917 at 6%; with 50% employer match about $60,917 at 4% or $40,611 at 6%; with 100% employer match about $45,688 at 4% or $30,458 at 6%.