Civic Intelligence

KATZ AND ASSOCIATES INC

Plan context: Katz & Associates Inc. Employee Stock Ownership Plan

EIN 88-0285918 • San Diego, CA • 36 filings • 10 plans

591 Camino DE LA ReinaSte 407San Diego, CA 92108-4341
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$4,588,383

2024 Contributions

$341,649

Historical Graphs

Total Assets Over Time

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

$5,156,697$2,578,349$0200520152023YearValue
$4,588,383Latest year 2023

Participants Over Time

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

53270200120142023YearValue
53Latest year 2023

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
202410$0$0-
Katz & Associates Inc. Employee Stock Ownership Plan-0---
2023253$4,588,383$341,649$6,446iApproximate average salary by contribution assumption: employee only about $161,155 at 4% or $107,437 at 6%; with 50% employer match about $107,437 at 4% or $71,625 at 6%; with 100% employer match about $80,578 at 4% or $53,718 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-39$2,352,649$86,384$2,215iApproximate average salary by contribution assumption: employee only about $55,374 at 4% or $36,916 at 6%; with 50% employer match about $36,916 at 4% or $24,611 at 6%; with 100% employer match about $27,687 at 4% or $18,458 at 6%.
KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-53$2,235,734$255,265$4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%.
2022243$4,488,530$306,457$7,127iApproximate average salary by contribution assumption: employee only about $178,173 at 4% or $118,782 at 6%; with 50% employer match about $118,782 at 4% or $79,188 at 6%; with 100% employer match about $89,086 at 4% or $59,391 at 6%.
KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-40$2,663,898$134,943$3,374iApproximate average salary by contribution assumption: employee only about $84,339 at 4% or $56,226 at 6%; with 50% employer match about $56,226 at 4% or $37,484 at 6%; with 100% employer match about $42,170 at 4% or $28,113 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-43$1,824,632$171,514$3,989iApproximate average salary by contribution assumption: employee only about $99,717 at 4% or $66,478 at 6%; with 50% employer match about $66,478 at 4% or $44,319 at 6%; with 100% employer match about $49,859 at 4% or $33,239 at 6%.
2021242$4,821,585$334,447$7,963iApproximate average salary by contribution assumption: employee only about $199,076 at 4% or $132,717 at 6%; with 50% employer match about $132,717 at 4% or $88,478 at 6%; with 100% employer match about $99,538 at 4% or $66,359 at 6%.
KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-42$3,125,053$159,095$3,788iApproximate average salary by contribution assumption: employee only about $94,699 at 4% or $63,133 at 6%; with 50% employer match about $63,133 at 4% or $42,089 at 6%; with 100% employer match about $47,350 at 4% or $31,566 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-31$1,696,532$175,352$5,657iApproximate average salary by contribution assumption: employee only about $141,413 at 4% or $94,275 at 6%; with 50% employer match about $94,275 at 4% or $62,850 at 6%; with 100% employer match about $70,706 at 4% or $47,138 at 6%.
2020241$4,443,613$321,027$7,830iApproximate average salary by contribution assumption: employee only about $195,748 at 4% or $130,499 at 6%; with 50% employer match about $130,499 at 4% or $86,999 at 6%; with 100% employer match about $97,874 at 4% or $65,249 at 6%.
KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-41$3,060,548$163,356$3,984iApproximate average salary by contribution assumption: employee only about $99,607 at 4% or $66,405 at 6%; with 50% employer match about $66,405 at 4% or $44,270 at 6%; with 100% employer match about $49,804 at 4% or $33,202 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-31$1,383,065$157,671$5,086iApproximate average salary by contribution assumption: employee only about $127,154 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,385 at 6%.
2019235$5,156,697$339,505$9,700iApproximate average salary by contribution assumption: employee only about $242,504 at 4% or $161,669 at 6%; with 50% employer match about $161,669 at 4% or $107,779 at 6%; with 100% employer match about $121,252 at 4% or $80,835 at 6%.
KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST-35$3,809,948$176,200$5,034iApproximate average salary by contribution assumption: employee only about $125,857 at 4% or $83,905 at 6%; with 50% employer match about $83,905 at 4% or $55,937 at 6%; with 100% employer match about $62,929 at 4% or $41,952 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-28$1,346,749$163,305$5,832iApproximate average salary by contribution assumption: employee only about $145,808 at 4% or $97,205 at 6%; with 50% employer match about $97,205 at 4% or $64,804 at 6%; with 100% employer match about $72,904 at 4% or $48,603 at 6%.
2018243$3,883,317$346,842$8,066iApproximate average salary by contribution assumption: employee only about $201,652 at 4% or $134,435 at 6%; with 50% employer match about $134,435 at 4% or $89,623 at 6%; with 100% employer match about $100,826 at 4% or $67,217 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-36$3,154,291$177,328$4,926iApproximate average salary by contribution assumption: employee only about $123,144 at 4% or $82,096 at 6%; with 50% employer match about $82,096 at 4% or $54,731 at 6%; with 100% employer match about $61,572 at 4% or $41,048 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-43$729,026$169,514$3,942iApproximate average salary by contribution assumption: employee only about $98,555 at 4% or $65,703 at 6%; with 50% employer match about $65,703 at 4% or $43,802 at 6%; with 100% employer match about $49,277 at 4% or $32,852 at 6%.
2017241$3,760,269$283,308$6,910iApproximate average salary by contribution assumption: employee only about $172,749 at 4% or $115,166 at 6%; with 50% employer match about $115,166 at 4% or $76,777 at 6%; with 100% employer match about $86,374 at 4% or $57,583 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-32$3,182,869$152,044$4,751iApproximate average salary by contribution assumption: employee only about $118,784 at 4% or $79,190 at 6%; with 50% employer match about $79,190 at 4% or $52,793 at 6%; with 100% employer match about $59,392 at 4% or $39,595 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-41$577,400$131,264$3,202iApproximate average salary by contribution assumption: employee only about $80,039 at 4% or $53,359 at 6%; with 50% employer match about $53,359 at 4% or $35,573 at 6%; with 100% employer match about $40,020 at 4% or $26,680 at 6%.
2016242$3,510,717$293,330$6,984iApproximate average salary by contribution assumption: employee only about $174,601 at 4% or $116,401 at 6%; with 50% employer match about $116,401 at 4% or $77,601 at 6%; with 100% employer match about $87,301 at 4% or $58,200 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-30$2,978,329$151,802$5,060iApproximate average salary by contribution assumption: employee only about $126,502 at 4% or $84,334 at 6%; with 50% employer match about $84,334 at 4% or $56,223 at 6%; with 100% employer match about $63,251 at 4% or $42,167 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-42$532,388$141,528$3,370iApproximate average salary by contribution assumption: employee only about $84,243 at 4% or $56,162 at 6%; with 50% employer match about $56,162 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,081 at 6%.
2015238$3,307,374$255,052$6,712iApproximate average salary by contribution assumption: employee only about $167,797 at 4% or $111,865 at 6%; with 50% employer match about $111,865 at 4% or $74,577 at 6%; with 100% employer match about $83,899 at 4% or $55,932 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-28$2,862,465$119,888$4,282iApproximate average salary by contribution assumption: employee only about $107,043 at 4% or $71,362 at 6%; with 50% employer match about $71,362 at 4% or $47,575 at 6%; with 100% employer match about $53,521 at 4% or $35,681 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-38$444,909$135,164$3,557iApproximate average salary by contribution assumption: employee only about $88,924 at 4% or $59,282 at 6%; with 50% employer match about $59,282 at 4% or $39,522 at 6%; with 100% employer match about $44,462 at 4% or $29,641 at 6%.
2014244$3,250,687$276,986$6,295iApproximate average salary by contribution assumption: employee only about $157,378 at 4% or $104,919 at 6%; with 50% employer match about $104,919 at 4% or $69,946 at 6%; with 100% employer match about $78,689 at 4% or $52,459 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-33$2,896,008$123,896$3,754iApproximate average salary by contribution assumption: employee only about $93,861 at 4% or $62,574 at 6%; with 50% employer match about $62,574 at 4% or $41,716 at 6%; with 100% employer match about $46,930 at 4% or $31,287 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-44$354,679$153,090$3,479iApproximate average salary by contribution assumption: employee only about $86,983 at 4% or $57,989 at 6%; with 50% employer match about $57,989 at 4% or $38,659 at 6%; with 100% employer match about $43,491 at 4% or $28,994 at 6%.
2013248$3,066,543$331,585$6,908iApproximate average salary by contribution assumption: employee only about $172,701 at 4% or $115,134 at 6%; with 50% employer match about $115,134 at 4% or $76,756 at 6%; with 100% employer match about $86,350 at 4% or $57,567 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-48$2,801,010$149,856$3,122iApproximate average salary by contribution assumption: employee only about $78,050 at 4% or $52,033 at 6%; with 50% employer match about $52,033 at 4% or $34,689 at 6%; with 100% employer match about $39,025 at 4% or $26,017 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-44$265,533$181,729$4,130iApproximate average salary by contribution assumption: employee only about $103,255 at 4% or $68,837 at 6%; with 50% employer match about $68,837 at 4% or $45,891 at 6%; with 100% employer match about $51,628 at 4% or $34,418 at 6%.
2012342$2,635,003$374,515$8,917iApproximate average salary by contribution assumption: employee only about $222,926 at 4% or $148,617 at 6%; with 50% employer match about $148,617 at 4% or $99,078 at 6%; with 100% employer match about $111,463 at 4% or $74,309 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-42$2,467,003$206,515$4,917iApproximate average salary by contribution assumption: employee only about $122,926 at 4% or $81,950 at 6%; with 50% employer match about $81,950 at 4% or $54,634 at 6%; with 100% employer match about $61,463 at 4% or $40,975 at 6%.
KATZ & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-29$84,000$84,000$2,897iApproximate average salary by contribution assumption: employee only about $72,414 at 4% or $48,276 at 6%; with 50% employer match about $48,276 at 4% or $32,184 at 6%; with 100% employer match about $36,207 at 4% or $24,138 at 6%.
Katz & Associates Inc. Employee Stock Ownership Plan-29$84,000$84,000$2,897iApproximate average salary by contribution assumption: employee only about $72,414 at 4% or $48,276 at 6%; with 50% employer match about $48,276 at 4% or $32,184 at 6%; with 100% employer match about $36,207 at 4% or $24,138 at 6%.
2011146$2,270,452$259,428$5,640iApproximate average salary by contribution assumption: employee only about $140,993 at 4% or $93,996 at 6%; with 50% employer match about $93,996 at 4% or $62,664 at 6%; with 100% employer match about $70,497 at 4% or $46,998 at 6%.
KATZ ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST-46$2,270,452$259,428$5,640iApproximate average salary by contribution assumption: employee only about $140,993 at 4% or $93,996 at 6%; with 50% employer match about $93,996 at 4% or $62,664 at 6%; with 100% employer match about $70,497 at 4% or $46,998 at 6%.
2010149$1,944,189$249,827$5,099iApproximate average salary by contribution assumption: employee only about $127,463 at 4% or $84,975 at 6%; with 50% employer match about $84,975 at 4% or $56,650 at 6%; with 100% employer match about $63,731 at 4% or $42,488 at 6%.
KATZ & ASSOCIATES, INC. 401(K) PLAN-49$1,944,189$249,827$5,099iApproximate average salary by contribution assumption: employee only about $127,463 at 4% or $84,975 at 6%; with 50% employer match about $84,975 at 4% or $56,650 at 6%; with 100% employer match about $63,731 at 4% or $42,488 at 6%.
2009142$1,527,650$232,347$5,532iApproximate average salary by contribution assumption: employee only about $138,302 at 4% or $92,201 at 6%; with 50% employer match about $92,201 at 4% or $61,467 at 6%; with 100% employer match about $69,151 at 4% or $46,101 at 6%.
KATZ & ASSOCIATES, INC. 401(K) PLAN-42$1,527,650$232,347$5,532iApproximate average salary by contribution assumption: employee only about $138,302 at 4% or $92,201 at 6%; with 50% employer match about $92,201 at 4% or $61,467 at 6%; with 100% employer match about $69,151 at 4% or $46,101 at 6%.
2008126$1,038,604$340,628$13,101iApproximate average salary by contribution assumption: employee only about $327,527 at 4% or $218,351 at 6%; with 50% employer match about $218,351 at 4% or $145,568 at 6%; with 100% employer match about $163,763 at 4% or $109,176 at 6%.
KATZ & ASSOCIATES, INC. 401K PLAN-26$1,038,604$340,628$13,101iApproximate average salary by contribution assumption: employee only about $327,527 at 4% or $218,351 at 6%; with 50% employer match about $218,351 at 4% or $145,568 at 6%; with 100% employer match about $163,763 at 4% or $109,176 at 6%.
2007131$0$0-
KATZ & ASSOCIATES, INC. 401K PLAN-31---
2006218$701,347$289,565$16,087iApproximate average salary by contribution assumption: employee only about $402,174 at 4% or $268,116 at 6%; with 50% employer match about $268,116 at 4% or $178,744 at 6%; with 100% employer match about $201,087 at 4% or $134,058 at 6%.
KATZ & ASSOCIATES, INC. 401K PLAN-18$701,347$289,565$16,087iApproximate average salary by contribution assumption: employee only about $402,174 at 4% or $268,116 at 6%; with 50% employer match about $268,116 at 4% or $178,744 at 6%; with 100% employer match about $201,087 at 4% or $134,058 at 6%.
KATZ & ASSOCIATES, INC. 401K PLAN-0---
2005125$368,471$149,496$5,980iApproximate average salary by contribution assumption: employee only about $149,496 at 4% or $99,664 at 6%; with 50% employer match about $99,664 at 4% or $66,443 at 6%; with 100% employer match about $74,748 at 4% or $49,832 at 6%.
KATZ & ASSOCIATES, INC. 401K PLAN-25$368,471$149,496$5,980iApproximate average salary by contribution assumption: employee only about $149,496 at 4% or $99,664 at 6%; with 50% employer match about $99,664 at 4% or $66,443 at 6%; with 100% employer match about $74,748 at 4% or $49,832 at 6%.
200123$0$0-
KATZ AND ASSOCIATES INC MONEY PURCHASE PENSION PLAN-3---
KATZ AND ASSOCIATES INC PROFIT SHARING PENSION PLAN-2---