How big is Andrea F. KATZ, M.D., P.C.'s plan?

Andrea F. KATZ, M.D., P.C.'s plan reported $6.0M in assets and 4 participants for 2024.

Original filing (PDF)20251002131721NAL0000323955001

Andrea F. KATZ, M.D., P.C.

Name: Andrea F. KATZ, M.D., P.C. — Andrea KATZ, MD, PC, Form 5500 (2024)
Creator: Andrea F. KATZ, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrea KATZ, MD, PC, Profit Sharing Plan

401(k) retirement plan · Andrea F. KATZ, M.D., P.C.'s Andrea KATZ, MD, PC, Profit Sharing Plan held $6.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Andrea F. KATZ, M.D., P.C.'s EIN is 13-4066501.

EIN 13-4066501

Plan number 003

Plan year 2024

ACK ID 20251002131721NAL0000323955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrea F. KATZ, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrea F. KATZ, M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREA F. KATZ, M.D., 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off