Original filing (PDF)20251015103454NAL0002152755002

JONATHAN D. KATZ, ATTORNEY AT LAW (PENSI

Name: JONATHAN D. KATZ, ATTORNEY AT LAW (PENSI — JONATHAN D. KATZ, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JONATHAN D. KATZ, ATTORNEY AT LAW (PENSI

Form 5500-SF

FILING_RECEIVED

JONATHAN D. KATZ, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN D. KATZ, ATTORNEY AT LAW (PENSI.

Plan sponsor

Name

JONATHAN D. KATZ, ATTORNEY AT LAW (PENSI

EIN

14-1754585

Address

318 MAIN STREET · SAUGERTIES, NY · 12477

Phone

(845) 255-7635

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator