How big is David M. Katzenberg, CPA's plan?

David M. Katzenberg, CPA's plan reported $3.0M in assets and 1 participants for 2025.

Original filing (PDF)20260511121838NAL0005954017001

David M. Katzenberg, CPA

Name: David M. Katzenberg, CPA — David M. Katzenberg, CPA, Form 5500 (2025)
Creator: David M. Katzenberg, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David M. Katzenberg, CPA Pension Plan

Defined-benefit pension plan · David M. Katzenberg, CPA's David M. Katzenberg, CPA Pension Plan held $3.0M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

David Katzenberg signed David M. Katzenberg, CPA's 2025 Form 5500 as plan administrator.

David Katzenberg — 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

David M. Katzenberg, CPA's EIN is 13-3192711.

EIN 13-3192711

Plan number 001

Plan year 2025

ACK ID 20260511121838NAL0005954017001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David M. Katzenberg, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David M. Katzenberg, CPA's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID M. KATZENBERG, CPA.

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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