Civic Intelligence

J. Timothy Katzen, M.D., Professional Corporation

Plan context: J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan

EIN 95-4866495 • Beverly Hills, CA • 23 filings • 4 plans

9735 Wilshire Blvd., Suite 407Beverly Hills, CA 90212
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,323,680

2024 Contributions

$22,159

Historical Graphs

Total Assets Over Time

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

$1,323,680$661,840$0201320192024YearValue
$1,323,680Latest year 2024

Participants Over Time

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

950201320192024YearValue
8Latest year 2024

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
202428$1,323,680$22,159$2,770iApproximate average salary by contribution assumption: employee only about $69,247 at 4% or $46,165 at 6%; with 50% employer match about $46,165 at 4% or $30,776 at 6%; with 100% employer match about $34,623 at 4% or $23,082 at 6%.
J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan-5$1,079,414$0-
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-8$244,266$22,159$2,770iApproximate average salary by contribution assumption: employee only about $69,247 at 4% or $46,165 at 6%; with 50% employer match about $46,165 at 4% or $30,776 at 6%; with 100% employer match about $34,623 at 4% or $23,082 at 6%.
202329$1,199,708$75,530$8,392iApproximate average salary by contribution assumption: employee only about $209,806 at 4% or $139,870 at 6%; with 50% employer match about $139,870 at 4% or $93,247 at 6%; with 100% employer match about $104,903 at 4% or $69,935 at 6%.
J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan-7$987,893$40,655$5,808iApproximate average salary by contribution assumption: employee only about $145,196 at 4% or $96,798 at 6%; with 50% employer match about $96,798 at 4% or $64,532 at 6%; with 100% employer match about $72,598 at 4% or $48,399 at 6%.
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-9$211,815$34,875$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
202227$997,350$461,588$65,941iApproximate average salary by contribution assumption: employee only about $1,648,529 at 4% or $1,099,019 at 6%; with 50% employer match about $1,099,019 at 4% or $732,679 at 6%; with 100% employer match about $824,264 at 4% or $549,510 at 6%.
J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan-5$848,824$438,233$87,647iApproximate average salary by contribution assumption: employee only about $2,191,165 at 4% or $1,460,777 at 6%; with 50% employer match about $1,460,777 at 4% or $973,851 at 6%; with 100% employer match about $1,095,583 at 4% or $730,388 at 6%.
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-7$148,526$23,355$3,336iApproximate average salary by contribution assumption: employee only about $83,411 at 4% or $55,607 at 6%; with 50% employer match about $55,607 at 4% or $37,071 at 6%; with 100% employer match about $41,705 at 4% or $27,804 at 6%.
202128$614,494$242,179$30,272iApproximate average salary by contribution assumption: employee only about $756,809 at 4% or $504,540 at 6%; with 50% employer match about $504,540 at 4% or $336,360 at 6%; with 100% employer match about $378,405 at 4% or $252,270 at 6%.
J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan-4$462,749$185,600$46,400iApproximate average salary by contribution assumption: employee only about $1,160,000 at 4% or $773,333 at 6%; with 50% employer match about $773,333 at 4% or $515,556 at 6%; with 100% employer match about $580,000 at 4% or $386,667 at 6%.
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-8$151,745$56,579$7,072iApproximate average salary by contribution assumption: employee only about $176,809 at 4% or $117,873 at 6%; with 50% employer match about $117,873 at 4% or $78,582 at 6%; with 100% employer match about $88,405 at 4% or $58,936 at 6%.
202025$366,769$317,133$63,427iApproximate average salary by contribution assumption: employee only about $1,585,665 at 4% or $1,057,110 at 6%; with 50% employer match about $1,057,110 at 4% or $704,740 at 6%; with 100% employer match about $792,833 at 4% or $528,555 at 6%.
J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan-3$276,826$276,826$92,275iApproximate average salary by contribution assumption: employee only about $2,306,883 at 4% or $1,537,922 at 6%; with 50% employer match about $1,537,922 at 4% or $1,025,281 at 6%; with 100% employer match about $1,153,442 at 4% or $768,961 at 6%.
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-5$89,943$40,307$8,061iApproximate average salary by contribution assumption: employee only about $201,535 at 4% or $134,357 at 6%; with 50% employer match about $134,357 at 4% or $89,571 at 6%; with 100% employer match about $100,768 at 4% or $67,178 at 6%.
201914$39,690$0-
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-4$39,690$0-
201823$31,298$0-
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-3$31,298$0-
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN-0$0$0-
201724$328,729$0-
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN-2$291,931$0-
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-4$36,798$0-
201623$290,725$0-
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN-3$260,963$0-
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-3$29,762$0-
201525$284,825$3,837$767iApproximate average salary by contribution assumption: employee only about $19,185 at 4% or $12,790 at 6%; with 50% employer match about $12,790 at 4% or $8,527 at 6%; with 100% employer match about $9,593 at 4% or $6,395 at 6%.
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN-5$255,613$0-
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-4$29,212$3,837$959iApproximate average salary by contribution assumption: employee only about $23,981 at 4% or $15,988 at 6%; with 50% employer match about $15,988 at 4% or $10,658 at 6%; with 100% employer match about $11,991 at 4% or $7,994 at 6%.
201425$289,026$108,792$21,758iApproximate average salary by contribution assumption: employee only about $543,960 at 4% or $362,640 at 6%; with 50% employer match about $362,640 at 4% or $241,760 at 6%; with 100% employer match about $271,980 at 4% or $181,320 at 6%.
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN-5$256,903$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-5$32,123$8,792$1,758iApproximate average salary by contribution assumption: employee only about $43,960 at 4% or $29,307 at 6%; with 50% employer match about $29,307 at 4% or $19,538 at 6%; with 100% employer match about $21,980 at 4% or $14,653 at 6%.
201325$179,633$179,633$35,927iApproximate average salary by contribution assumption: employee only about $898,165 at 4% or $598,777 at 6%; with 50% employer match about $598,777 at 4% or $399,184 at 6%; with 100% employer match about $449,083 at 4% or $299,388 at 6%.
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN-5$155,889$155,889$31,178iApproximate average salary by contribution assumption: employee only about $779,445 at 4% or $519,630 at 6%; with 50% employer match about $519,630 at 4% or $346,420 at 6%; with 100% employer match about $389,723 at 4% or $259,815 at 6%.
J. Timothy Katzen, M.D., Professional Corp. Profit Sharing Plan-5$23,744$23,744$4,749iApproximate average salary by contribution assumption: employee only about $118,720 at 4% or $79,147 at 6%; with 50% employer match about $79,147 at 4% or $52,764 at 6%; with 100% employer match about $59,360 at 4% or $39,573 at 6%.