Civic Intelligence

Paul M. Katz

Plan context: Paul M. Katz Profit Sharing Keogh Plan

EIN 95-4318073 • Santa Monica, CA • 16 filings • 4 plans

1930 11th StreetSanta Monica, CA 90404
Current Snapshot

Latest Year

2015

2015 Participants

27

2015 Assets

$1,919,128

2015 Contributions

$18,436

Historical Graphs

Total Assets Over Time

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

$1,919,128$959,564$0199920082014YearValue
$1,919,128Latest year 2014

Participants Over Time

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

27140200020082014YearValue
27Latest 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$18,436-
Paul M. Katz Profit Sharing Keogh Plan-0$0$18,436-
2014127$1,919,128$208,901$7,737iApproximate average salary by contribution assumption: employee only about $193,427 at 4% or $128,951 at 6%; with 50% employer match about $128,951 at 4% or $85,967 at 6%; with 100% employer match about $96,713 at 4% or $64,476 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-27$1,919,128$208,901$7,737iApproximate average salary by contribution assumption: employee only about $193,427 at 4% or $128,951 at 6%; with 50% employer match about $128,951 at 4% or $85,967 at 6%; with 100% employer match about $96,713 at 4% or $64,476 at 6%.
2013124$1,762,404$136,351$5,681iApproximate average salary by contribution assumption: employee only about $142,032 at 4% or $94,688 at 6%; with 50% employer match about $94,688 at 4% or $63,125 at 6%; with 100% employer match about $71,016 at 4% or $47,344 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-24$1,762,404$136,351$5,681iApproximate average salary by contribution assumption: employee only about $142,032 at 4% or $94,688 at 6%; with 50% employer match about $94,688 at 4% or $63,125 at 6%; with 100% employer match about $71,016 at 4% or $47,344 at 6%.
2012119$1,534,495$171,448$9,024iApproximate average salary by contribution assumption: employee only about $225,589 at 4% or $150,393 at 6%; with 50% employer match about $150,393 at 4% or $100,262 at 6%; with 100% employer match about $112,795 at 4% or $75,196 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-19$1,534,495$171,448$9,024iApproximate average salary by contribution assumption: employee only about $225,589 at 4% or $150,393 at 6%; with 50% employer match about $150,393 at 4% or $100,262 at 6%; with 100% employer match about $112,795 at 4% or $75,196 at 6%.
2011115$1,285,855$124,802$8,320iApproximate average salary by contribution assumption: employee only about $208,003 at 4% or $138,669 at 6%; with 50% employer match about $138,669 at 4% or $92,446 at 6%; with 100% employer match about $104,002 at 4% or $69,334 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-15$1,285,855$124,802$8,320iApproximate average salary by contribution assumption: employee only about $208,003 at 4% or $138,669 at 6%; with 50% employer match about $138,669 at 4% or $92,446 at 6%; with 100% employer match about $104,002 at 4% or $69,334 at 6%.
2010112$1,154,970$98,325$8,194iApproximate average salary by contribution assumption: employee only about $204,844 at 4% or $136,563 at 6%; with 50% employer match about $136,563 at 4% or $91,042 at 6%; with 100% employer match about $102,422 at 4% or $68,281 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-12$1,154,970$98,325$8,194iApproximate average salary by contribution assumption: employee only about $204,844 at 4% or $136,563 at 6%; with 50% employer match about $136,563 at 4% or $91,042 at 6%; with 100% employer match about $102,422 at 4% or $68,281 at 6%.
200919$993,437$34,009$3,779iApproximate average salary by contribution assumption: employee only about $94,469 at 4% or $62,980 at 6%; with 50% employer match about $62,980 at 4% or $41,986 at 6%; with 100% employer match about $47,235 at 4% or $31,490 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-9$993,437$34,009$3,779iApproximate average salary by contribution assumption: employee only about $94,469 at 4% or $62,980 at 6%; with 50% employer match about $62,980 at 4% or $41,986 at 6%; with 100% employer match about $47,235 at 4% or $31,490 at 6%.
200817$865,699$77,969$11,138iApproximate average salary by contribution assumption: employee only about $278,461 at 4% or $185,640 at 6%; with 50% employer match about $185,640 at 4% or $123,760 at 6%; with 100% employer match about $139,230 at 4% or $92,820 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-7$865,699$77,969$11,138iApproximate average salary by contribution assumption: employee only about $278,461 at 4% or $185,640 at 6%; with 50% employer match about $185,640 at 4% or $123,760 at 6%; with 100% employer match about $139,230 at 4% or $92,820 at 6%.
200715$0$0-
Paul M. Katz Profit Sharing Keogh Plan-5---
200615$740,993$93,862$18,772iApproximate average salary by contribution assumption: employee only about $469,310 at 4% or $312,873 at 6%; with 50% employer match about $312,873 at 4% or $208,582 at 6%; with 100% employer match about $234,655 at 4% or $156,437 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-5$740,993$93,862$18,772iApproximate average salary by contribution assumption: employee only about $469,310 at 4% or $312,873 at 6%; with 50% employer match about $312,873 at 4% or $208,582 at 6%; with 100% employer match about $234,655 at 4% or $156,437 at 6%.
200414$673,974$65,835$16,459iApproximate average salary by contribution assumption: employee only about $411,469 at 4% or $274,313 at 6%; with 50% employer match about $274,313 at 4% or $182,875 at 6%; with 100% employer match about $205,734 at 4% or $137,156 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-4$673,974$65,835$16,459iApproximate average salary by contribution assumption: employee only about $411,469 at 4% or $274,313 at 6%; with 50% employer match about $274,313 at 4% or $182,875 at 6%; with 100% employer match about $205,734 at 4% or $137,156 at 6%.
200313$581,023$35,455$11,818iApproximate average salary by contribution assumption: employee only about $295,458 at 4% or $196,972 at 6%; with 50% employer match about $196,972 at 4% or $131,315 at 6%; with 100% employer match about $147,729 at 4% or $98,486 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-3$581,023$35,455$11,818iApproximate average salary by contribution assumption: employee only about $295,458 at 4% or $196,972 at 6%; with 50% employer match about $196,972 at 4% or $131,315 at 6%; with 100% employer match about $147,729 at 4% or $98,486 at 6%.
200213$457,057$23,166$7,722iApproximate average salary by contribution assumption: employee only about $193,050 at 4% or $128,700 at 6%; with 50% employer match about $128,700 at 4% or $85,800 at 6%; with 100% employer match about $96,525 at 4% or $64,350 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-3$457,057$23,166$7,722iApproximate average salary by contribution assumption: employee only about $193,050 at 4% or $128,700 at 6%; with 50% employer match about $128,700 at 4% or $85,800 at 6%; with 100% employer match about $96,525 at 4% or $64,350 at 6%.
200112$477,195$63,792$31,896iApproximate average salary by contribution assumption: employee only about $797,400 at 4% or $531,600 at 6%; with 50% employer match about $531,600 at 4% or $354,400 at 6%; with 100% employer match about $398,700 at 4% or $265,800 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-2$477,195$63,792$31,896iApproximate average salary by contribution assumption: employee only about $797,400 at 4% or $531,600 at 6%; with 50% employer match about $531,600 at 4% or $354,400 at 6%; with 100% employer match about $398,700 at 4% or $265,800 at 6%.
200014$450,480$5,112$1,278iApproximate average salary by contribution assumption: employee only about $31,950 at 4% or $21,300 at 6%; with 50% employer match about $21,300 at 4% or $14,200 at 6%; with 100% employer match about $15,975 at 4% or $10,650 at 6%.
Paul M. Katz Profit Sharing Keogh Plan-4$450,480$5,112$1,278iApproximate average salary by contribution assumption: employee only about $31,950 at 4% or $21,300 at 6%; with 50% employer match about $21,300 at 4% or $14,200 at 6%; with 100% employer match about $15,975 at 4% or $10,650 at 6%.
199910$463,549$33,538-
Paul M. Katz Profit Sharing Keogh Plan-0$463,549$33,538-
Paul M. Katz | EIN 95-4318073 | 2015 Form 5500 Company Profile