How big is KATZ & Phillips P a's plan?

KATZ & Phillips P a's plan reported $644K in assets and 10 participants for 2024.

Original filing (PDF)20250723185849NAL0004496305001

KATZ & Phillips P a

Name: KATZ & Phillips P a — KATZ & Phillips P a - 401(k), Form 5500 (2024)
Creator: KATZ & Phillips P a
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ & Phillips P a - 401(k)

401(k) retirement plan · KATZ & Phillips P a's KATZ & Phillips P a - 401(k) held $644K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

David KATZ signed KATZ & Phillips P a's 2024 Form 5500 as plan administrator.

David KATZ — 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

KATZ & Phillips P a's EIN is 27-0747450.

EIN 27-0747450

Plan number 001

Plan year 2024

ACK ID 20250723185849NAL0004496305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATZ & Phillips P a from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ & Phillips P a'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 KATZ & PHILLIPS P A.

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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

Knocking points off