How big is Jay D Katzman's plan?

Jay D Katzman's plan reported $101K in assets and 6 participants for 2025.

Original filing (PDF)20260504140607NAL0005002176001

Jay D Katzman

Name: Jay D Katzman — Jay D Katzman 401(k) Profit Sharing, Form 5500 (2025)
Creator: Jay D Katzman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay D Katzman 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jay D Katzman's Jay D Katzman 401(k) Profit Sharing Plan & Trust held $101K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Jay Katzman signed Jay D Katzman's 2025 Form 5500 as plan administrator.

Jay Katzman — 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

Jay D Katzman's EIN is 13-3877734.

EIN 13-3877734

Plan number 001

Plan year 2025

ACK ID 20260504140607NAL0005002176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jay D Katzman from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jay D Katzman's 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 JAY D KATZMAN.

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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