How big is Harry I. KATZ, P.C.'s plan?

Harry I. KATZ, P.C.'s plan reported $472K in assets and 3 participants for 2023.

Original filing (PDF)20240910170947NAL0003672947001

Harry I. KATZ, P.C.

Name: Harry I. KATZ, P.C. — Harry I. KATZ, PC Cash Balance, Form 5500 (2023)
Creator: Harry I. KATZ, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harry I. KATZ, PC Cash Balance Plan

Defined-benefit pension plan · Harry I. KATZ, P.C.'s Harry I. KATZ, PC Cash Balance Plan held $472K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

People on this filing

Harry I. KATZ signed Harry I. KATZ, P.C.'s 2023 Form 5500 as plan administrator.

Harry I. KATZ — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harry I. KATZ, P.C.'s EIN is 11-2710933.

EIN 11-2710933

Plan number 001

Plan year 2023

ACK ID 20240910170947NAL0003672947001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Harry I. KATZ, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Harry I. KATZ, P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRY I. KATZ, P.C..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score