Robert J. Kurtz, O.D. Inc.
Plan context: Robert J. Kurtz, O.D. Inc. Profit Sharing Plan and Trust
EIN 94-2430040 • 5 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$1,175,419
2004 Contributions
$9,250
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 2 | $1,175,419 | $9,250 | $4,625iApproximate average salary by contribution assumption: employee only about $115,625 at 4% or $77,083 at 6%; with 50% employer match about $77,083 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%. |
| Robert J. Kurtz, O.D. Inc. Profit Sharing Plan and Trust | - | 2 | $1,175,419 | $9,250 | $4,625iApproximate average salary by contribution assumption: employee only about $115,625 at 4% or $77,083 at 6%; with 50% employer match about $77,083 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%. |
| 2003 | 1 | 2 | $1,136,972 | $25,661 | $12,831iApproximate average salary by contribution assumption: employee only about $320,763 at 4% or $213,842 at 6%; with 50% employer match about $213,842 at 4% or $142,561 at 6%; with 100% employer match about $160,381 at 4% or $106,921 at 6%. |
| Robert J. Kurtz, O.D. Inc. Profit Sharing Plan and Trust | - | 2 | $1,136,972 | $25,661 | $12,831iApproximate average salary by contribution assumption: employee only about $320,763 at 4% or $213,842 at 6%; with 50% employer match about $213,842 at 4% or $142,561 at 6%; with 100% employer match about $160,381 at 4% or $106,921 at 6%. |
| 2002 | 1 | 4 | $1,096,442 | $25,500 | $6,375iApproximate average salary by contribution assumption: employee only about $159,375 at 4% or $106,250 at 6%; with 50% employer match about $106,250 at 4% or $70,833 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%. |
| Robert J. Kurtz, O.D. Inc. Profit Sharing Plan and Trust | - | 4 | $1,096,442 | $25,500 | $6,375iApproximate average salary by contribution assumption: employee only about $159,375 at 4% or $106,250 at 6%; with 50% employer match about $106,250 at 4% or $70,833 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%. |
| 2000 | 1 | 3 | $0 | $0 | - |
| Robert J. Kurtz, O.D. Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 1999 | 1 | 5 | $1,033,394 | $28,876 | $5,775iApproximate average salary by contribution assumption: employee only about $144,380 at 4% or $96,253 at 6%; with 50% employer match about $96,253 at 4% or $64,169 at 6%; with 100% employer match about $72,190 at 4% or $48,127 at 6%. |
| Robert J. Kurtz, O.D. Inc. Profit Sharing Plan and Trust | - | 5 | $1,033,394 | $28,876 | $5,775iApproximate average salary by contribution assumption: employee only about $144,380 at 4% or $96,253 at 6%; with 50% employer match about $96,253 at 4% or $64,169 at 6%; with 100% employer match about $72,190 at 4% or $48,127 at 6%. |