· 2022–2024 · DOL EFAST2

LAW OFFICES OF KATZ AND MATZ P — LAW OFFICES OF KATZ AND MATZ P 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230705071354NAL0028121058001

LAW OFFICES OF KATZ AND MATZ P

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF KATZ AND MATZ P 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

18

Accounts w/ balance

16

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF KATZ AND MATZ P.

Plan sponsor

Name

LAW OFFICES OF KATZ AND MATZ P

EIN

03-0449563

Address

1350 6TH AVE FRNT 3 · NEW YORK, NY · 100194702

Phone

(212) 244-4630

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

DHD ARCHITECTURE, PC.

DHD ARCHITECTURE, PC. 401(K) PROFIT SHARING PLAN AND TRUST

$777K · 12 participants

HUNG V NGUYEN PA

HUNG V NGUYEN PA 401(K) PROFIT SHARING PLAN & TRUST

$777K · 3 participants

ELISE LANDSCAPES AND NURSERY, LLC

ELISE LANDSCAPES AND NURSERY, LLC 401(K) PLAN

$776K · 5 participants

TAEYOUNG CELINA CORPORATION

TAEYOUNG CELINA CORPORATION 401(K) PROFIT SHARING PLAN

$777K · 10 participants

GILBERT EXPOSITION MANAGMENT S