How big is Harvey KATZ DDS' plan?

Harvey KATZ DDS' plan reported $2.5M in assets and 5 participants for 2025.

Original filing (PDF)20260504102453NAL0004806432001

Harvey KATZ DDS

Name: Harvey KATZ DDS — Harvey KATZ DDS Profit Sharing, Form 5500 (2025)
Creator: Harvey KATZ DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvey KATZ DDS Profit Sharing Plan

401(k) retirement plan · Harvey KATZ DDS' Harvey KATZ DDS Profit Sharing Plan held $2.5M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Harvey KATZ signed Harvey KATZ DDS' 2025 Form 5500 as plan administrator.

Harvey 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

Harvey KATZ DDS' EIN is 13-3470669.

EIN 13-3470669

Plan number 001

Plan year 2025

ACK ID 20260504102453NAL0004806432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harvey KATZ DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harvey KATZ DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score