Civic Intelligence

Linda Sue Katz, M.D. a Sole Proprietorship

Plan context: Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship

EIN 95-4193406 • 8 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

8

2006 Assets

$1,645,459

2006 Contributions

$132,000

Historical Graphs

Total Assets Over Time

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

$1,645,459$822,730$0199920032006YearValue
$1,645,459Latest year 2006

Participants Over Time

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

1260199920032006YearValue
8Latest year 2006

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
200618$1,645,459$132,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-8$1,645,459$132,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200517$1,428,609$146,000$20,857iApproximate average salary by contribution assumption: employee only about $521,429 at 4% or $347,619 at 6%; with 50% employer match about $347,619 at 4% or $231,746 at 6%; with 100% employer match about $260,714 at 4% or $173,810 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-7$1,428,609$146,000$20,857iApproximate average salary by contribution assumption: employee only about $521,429 at 4% or $347,619 at 6%; with 50% employer match about $347,619 at 4% or $231,746 at 6%; with 100% employer match about $260,714 at 4% or $173,810 at 6%.
200418$1,224,350$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-8$1,224,350$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200318$944,331$102,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-8$944,331$102,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
200218$674,602$114,000$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-8$674,602$114,000$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
200118$750,123$52,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-8$750,123$52,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
200019$1,180,589$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-9$1,180,589$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
1999112$1,176,312$51,500$4,292iApproximate average salary by contribution assumption: employee only about $107,292 at 4% or $71,528 at 6%; with 50% employer match about $71,528 at 4% or $47,685 at 6%; with 100% employer match about $53,646 at 4% or $35,764 at 6%.
Defined Benefit Pension Plan & Trust of Linda Sue Katz, M.D., a Sole Proprietorship-12$1,176,312$51,500$4,292iApproximate average salary by contribution assumption: employee only about $107,292 at 4% or $71,528 at 6%; with 50% employer match about $71,528 at 4% or $47,685 at 6%; with 100% employer match about $53,646 at 4% or $35,764 at 6%.