Civic Intelligence

David L. Kurtz PC.

Plan context: The Kurtz Law Firm 401K Plan

EIN 86-0958717 • Scottsdale, AZ • 13 filings • 3 plans

7420 E. Pinnacle Peak Rd.Scottsdale, AZ 85255
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$508,683

2012 Contributions

$48,700

Historical Graphs

Total Assets Over Time

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

$597,046$298,523$0200020062012YearValue
$508,683Latest year 2012

Participants Over Time

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

1790200020062012YearValue
2Latest year 2012

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
201212$508,683$0-
The Kurtz Law Firm 401K Plan-2$508,683$0-
201113$482,476$0-
The Kurtz Law Firm 401K Plan-3$482,476$0-
201013$502,704$48,700$16,233iApproximate average salary by contribution assumption: employee only about $405,833 at 4% or $270,556 at 6%; with 50% employer match about $270,556 at 4% or $180,370 at 6%; with 100% employer match about $202,917 at 4% or $135,278 at 6%.
The Kurtz Law Firm 401K Plan-3$502,704$48,700$16,233iApproximate average salary by contribution assumption: employee only about $405,833 at 4% or $270,556 at 6%; with 50% employer match about $270,556 at 4% or $180,370 at 6%; with 100% employer match about $202,917 at 4% or $135,278 at 6%.
200923$592,416$0-
The Kurtz Law Firm 401K Plan-3$592,416--
The Kurtz Law Firm 401K Plan-----
200813$569,387$14,075$4,692iApproximate average salary by contribution assumption: employee only about $117,292 at 4% or $78,194 at 6%; with 50% employer match about $78,194 at 4% or $52,130 at 6%; with 100% employer match about $58,646 at 4% or $39,097 at 6%.
The Kurtz Law Firm 401K Plan-3$569,387$14,075$4,692iApproximate average salary by contribution assumption: employee only about $117,292 at 4% or $78,194 at 6%; with 50% employer match about $78,194 at 4% or $52,130 at 6%; with 100% employer match about $58,646 at 4% or $39,097 at 6%.
200614$597,046$73,389$18,347iApproximate average salary by contribution assumption: employee only about $458,681 at 4% or $305,788 at 6%; with 50% employer match about $305,788 at 4% or $203,858 at 6%; with 100% employer match about $229,341 at 4% or $152,894 at 6%.
The Kurtz Law Firm 401K Plan-4$597,046$73,389$18,347iApproximate average salary by contribution assumption: employee only about $458,681 at 4% or $305,788 at 6%; with 50% employer match about $305,788 at 4% or $203,858 at 6%; with 100% employer match about $229,341 at 4% or $152,894 at 6%.
200515$484,409$40,530$8,106iApproximate average salary by contribution assumption: employee only about $202,650 at 4% or $135,100 at 6%; with 50% employer match about $135,100 at 4% or $90,067 at 6%; with 100% employer match about $101,325 at 4% or $67,550 at 6%.
The Kurtz Law Firm 401K Plan-5$484,409$40,530$8,106iApproximate average salary by contribution assumption: employee only about $202,650 at 4% or $135,100 at 6%; with 50% employer match about $135,100 at 4% or $90,067 at 6%; with 100% employer match about $101,325 at 4% or $67,550 at 6%.
2004112$427,461$45,901$3,825iApproximate average salary by contribution assumption: employee only about $95,627 at 4% or $63,751 at 6%; with 50% employer match about $63,751 at 4% or $42,501 at 6%; with 100% employer match about $47,814 at 4% or $31,876 at 6%.
The Kurtz Law Firm 401K Plan-12$427,461$45,901$3,825iApproximate average salary by contribution assumption: employee only about $95,627 at 4% or $63,751 at 6%; with 50% employer match about $63,751 at 4% or $42,501 at 6%; with 100% employer match about $47,814 at 4% or $31,876 at 6%.
2003117$435,292$37,180$2,187iApproximate average salary by contribution assumption: employee only about $54,676 at 4% or $36,451 at 6%; with 50% employer match about $36,451 at 4% or $24,301 at 6%; with 100% employer match about $27,338 at 4% or $18,225 at 6%.
The Kurtz Law Firm 401K Plan-17$435,292$37,180$2,187iApproximate average salary by contribution assumption: employee only about $54,676 at 4% or $36,451 at 6%; with 50% employer match about $36,451 at 4% or $24,301 at 6%; with 100% employer match about $27,338 at 4% or $18,225 at 6%.
2002117$304,723$44,615$2,624iApproximate average salary by contribution assumption: employee only about $65,610 at 4% or $43,740 at 6%; with 50% employer match about $43,740 at 4% or $29,160 at 6%; with 100% employer match about $32,805 at 4% or $21,870 at 6%.
The Kurtz Law Firm 401K Plan-17$304,723$44,615$2,624iApproximate average salary by contribution assumption: employee only about $65,610 at 4% or $43,740 at 6%; with 50% employer match about $43,740 at 4% or $29,160 at 6%; with 100% employer match about $32,805 at 4% or $21,870 at 6%.
2001116$370,485$131,290$8,206iApproximate average salary by contribution assumption: employee only about $205,141 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,174 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%.
The Kurtz Law Firm 401K Plan-16$370,485$131,290$8,206iApproximate average salary by contribution assumption: employee only about $205,141 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,174 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%.
2000115$356,398$361,954$24,130iApproximate average salary by contribution assumption: employee only about $603,257 at 4% or $402,171 at 6%; with 50% employer match about $402,171 at 4% or $268,114 at 6%; with 100% employer match about $301,628 at 4% or $201,086 at 6%.
The Kurtz Law Firm 401K Plan-15$356,398$361,954$24,130iApproximate average salary by contribution assumption: employee only about $603,257 at 4% or $402,171 at 6%; with 50% employer match about $402,171 at 4% or $268,114 at 6%; with 100% employer match about $301,628 at 4% or $201,086 at 6%.