How big is Thomas C and Katherine S Albertz's plan?

Thomas C and Katherine S Albertz's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20251006140200NAL0006205520002

Thomas C and Katherine S Albertz

Name: Thomas C and Katherine S Albertz — Albertz Profit-Sh, Form 5500 (2024)
Creator: Thomas C and Katherine S Albertz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Albertz Profit-Sharing Plan

Defined-contribution retirement plan · Thomas C and Katherine S Albertz's Albertz Profit-Sharing Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Thomas C Albertz signed Thomas C and Katherine S Albertz's 2024 Form 5500 as plan administrator.

Thomas C Albertz — 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

Thomas C and Katherine S Albertz's EIN is 20-2283689.

EIN 20-2283689

Plan number 003

Plan year 2024

ACK ID 20251006140200NAL0006205520002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas C and Katherine S Albertz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas C and Katherine S Albertz's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS C AND KATHERINE S ALBERTZ.

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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 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