Civic Intelligence

Barry M. Katzen, D.D.S. PC.

Plan context: Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust

EIN 93-0770952 • Medford, OR • 20 filings • 2 plans

2937 Siskiyou Blvd Ste 2Medford, OR 97504-8100
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$2,004,548

2015 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$2,004,548$1,002,274$0199920082014YearValue
$2,004,548Latest year 2014

Participants Over Time

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

950199920072014YearValue
6Latest year 2014

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
201510$0$0-
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-0$0$0-
201416$2,004,548$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-6$2,004,548$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201315$1,755,100$0-
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-5$1,755,100--
201218$1,349,742$0-
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$1,349,742--
201118$1,178,497$33,085$4,136iApproximate average salary by contribution assumption: employee only about $103,391 at 4% or $68,927 at 6%; with 50% employer match about $68,927 at 4% or $45,951 at 6%; with 100% employer match about $51,695 at 4% or $34,464 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$1,178,497$33,085$4,136iApproximate average salary by contribution assumption: employee only about $103,391 at 4% or $68,927 at 6%; with 50% employer match about $68,927 at 4% or $45,951 at 6%; with 100% employer match about $51,695 at 4% or $34,464 at 6%.
201018$1,149,208$8,304$1,038iApproximate average salary by contribution assumption: employee only about $25,950 at 4% or $17,300 at 6%; with 50% employer match about $17,300 at 4% or $11,533 at 6%; with 100% employer match about $12,975 at 4% or $8,650 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$1,149,208$8,304$1,038iApproximate average salary by contribution assumption: employee only about $25,950 at 4% or $17,300 at 6%; with 50% employer match about $17,300 at 4% or $11,533 at 6%; with 100% employer match about $12,975 at 4% or $8,650 at 6%.
200918$999,352$28,986$3,623iApproximate average salary by contribution assumption: employee only about $90,581 at 4% or $60,388 at 6%; with 50% employer match about $60,388 at 4% or $40,258 at 6%; with 100% employer match about $45,291 at 4% or $30,194 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$999,352$28,986$3,623iApproximate average salary by contribution assumption: employee only about $90,581 at 4% or $60,388 at 6%; with 50% employer match about $60,388 at 4% or $40,258 at 6%; with 100% employer match about $45,291 at 4% or $30,194 at 6%.
200817$775,223$11,399$1,628iApproximate average salary by contribution assumption: employee only about $40,711 at 4% or $27,140 at 6%; with 50% employer match about $27,140 at 4% or $18,094 at 6%; with 100% employer match about $20,355 at 4% or $13,570 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-7$775,223$11,399$1,628iApproximate average salary by contribution assumption: employee only about $40,711 at 4% or $27,140 at 6%; with 50% employer match about $27,140 at 4% or $18,094 at 6%; with 100% employer match about $20,355 at 4% or $13,570 at 6%.
200717$0$0-
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-7---
200618$1,145,344$55,795$6,974iApproximate average salary by contribution assumption: employee only about $174,359 at 4% or $116,240 at 6%; with 50% employer match about $116,240 at 4% or $77,493 at 6%; with 100% employer match about $87,180 at 4% or $58,120 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$1,145,344$55,795$6,974iApproximate average salary by contribution assumption: employee only about $174,359 at 4% or $116,240 at 6%; with 50% employer match about $116,240 at 4% or $77,493 at 6%; with 100% employer match about $87,180 at 4% or $58,120 at 6%.
200518$973,822$54,441$6,805iApproximate average salary by contribution assumption: employee only about $170,128 at 4% or $113,419 at 6%; with 50% employer match about $113,419 at 4% or $75,613 at 6%; with 100% employer match about $85,064 at 4% or $56,709 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$973,822$54,441$6,805iApproximate average salary by contribution assumption: employee only about $170,128 at 4% or $113,419 at 6%; with 50% employer match about $113,419 at 4% or $75,613 at 6%; with 100% employer match about $85,064 at 4% or $56,709 at 6%.
200419$881,553$52,465$5,829iApproximate average salary by contribution assumption: employee only about $145,736 at 4% or $97,157 at 6%; with 50% employer match about $97,157 at 4% or $64,772 at 6%; with 100% employer match about $72,868 at 4% or $48,579 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-9$881,553$52,465$5,829iApproximate average salary by contribution assumption: employee only about $145,736 at 4% or $97,157 at 6%; with 50% employer match about $97,157 at 4% or $64,772 at 6%; with 100% employer match about $72,868 at 4% or $48,579 at 6%.
200318$780,141$50,107$6,263iApproximate average salary by contribution assumption: employee only about $156,584 at 4% or $104,390 at 6%; with 50% employer match about $104,390 at 4% or $69,593 at 6%; with 100% employer match about $78,292 at 4% or $52,195 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-8$780,141$50,107$6,263iApproximate average salary by contribution assumption: employee only about $156,584 at 4% or $104,390 at 6%; with 50% employer match about $104,390 at 4% or $69,593 at 6%; with 100% employer match about $78,292 at 4% or $52,195 at 6%.
200215$560,452$32,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-5$560,452$32,000$6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%.
200125$0$0-
Barry M. Katzen, D.D.S. PC. Money Purchase Pension Plan-0---
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-5---
200025$796,555$34,577$6,915iApproximate average salary by contribution assumption: employee only about $172,885 at 4% or $115,257 at 6%; with 50% employer match about $115,257 at 4% or $76,838 at 6%; with 100% employer match about $86,443 at 4% or $57,628 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-5$746,863$26,098$5,220iApproximate average salary by contribution assumption: employee only about $130,490 at 4% or $86,993 at 6%; with 50% employer match about $86,993 at 4% or $57,996 at 6%; with 100% employer match about $65,245 at 4% or $43,497 at 6%.
Barry M. Katzen, D.D.S. PC. Money Purchase Pension Plan-5$49,692$8,479$1,696iApproximate average salary by contribution assumption: employee only about $42,395 at 4% or $28,263 at 6%; with 50% employer match about $28,263 at 4% or $18,842 at 6%; with 100% employer match about $21,198 at 4% or $14,132 at 6%.
199925$1,056,550$33,850$6,770iApproximate average salary by contribution assumption: employee only about $169,250 at 4% or $112,833 at 6%; with 50% employer match about $112,833 at 4% or $75,222 at 6%; with 100% employer match about $84,625 at 4% or $56,417 at 6%.
Barry M. Katzen, D.D.S. PC. Profit Sharing Plan & Trust-5$996,238$26,679$5,336iApproximate average salary by contribution assumption: employee only about $133,395 at 4% or $88,930 at 6%; with 50% employer match about $88,930 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,465 at 6%.
Barry M. Katzen, D.D.S. PC. Money Purchase Pension Plan-5$60,312$7,171$1,434iApproximate average salary by contribution assumption: employee only about $35,855 at 4% or $23,903 at 6%; with 50% employer match about $23,903 at 4% or $15,936 at 6%; with 100% employer match about $17,928 at 4% or $11,952 at 6%.