Jeffrey L. Katz, D.D.S.
Plan context: Jeffrey L. Katz, D.D.S. Defined Benefit Plan & Trust
EIN 94-2433896 • 5 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$247,007
2008 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 2 | $0 | $0 | - |
| Jeffrey L. Katz, D.D.S. Defined Benefit Plan & Trust | - | 2 | - | - | - |
| 2003 | 1 | 2 | $247,007 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Jeffrey L. Katz, D.D.S. Defined Benefit Plan & Trust | - | 2 | $247,007 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Jeffrey L. Katz, D.D.S. Defined Benefit Plan & Trust | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Jeffrey L. Katz, D.D.S. Defined Benefit Plan & Trust | - | 3 | - | - | - |
| 1999 | 1 | 4 | $95,761 | $49,324 | $12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%. |
| Jeffrey L. Katz, D.D.S. Defined Benefit Plan & Trust | - | 4 | $95,761 | $49,324 | $12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%. |