Original filing (PDF)20230809151703NAL0055975826001

ELLIOT KATZOVITZ INSURANCE AGENCY

Name: ELLIOT KATZOVITZ INSURANCE AGENCY — ELLIOT KATZOVITZ INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ELLIOT KATZOVITZ INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

ELLIOT KATZOVITZ INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIOT KATZOVITZ INSURANCE AGENCY.

Plan sponsor

Name

ELLIOT KATZOVITZ INSURANCE AGENCY

EIN

20-2101319

Address

4848 S ALMEDA ST., NO. 2304 · CORPUS CHRISTI, TX · 78412

Phone

(310) 945-3000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-10

Filed

2023-08-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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