How big is Phillip D. KATZ, D.D.S.'s plan?

Phillip D. KATZ, D.D.S.'s plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250603111237NAL0018437536001

Phillip D. KATZ, D.D.S.

Name: Phillip D. KATZ, D.D.S. — Phillip D. KATZ, D.D.S., Form 5500 (2024)
Creator: Phillip D. KATZ, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip D. KATZ, D.D.S. 401(k) Profit Sharing Plan

401(k) retirement plan · Phillip D. KATZ, D.D.S.'s Phillip D. KATZ, D.D.S. 401(k) Profit Sharing Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Phillip D. KATZ, D.D.S.'s EIN is 31-1810404.

EIN 31-1810404

Plan number 001

Plan year 2024

ACK ID 20250603111237NAL0018437536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillip D. KATZ, D.D.S.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

PHILLIP D. KATZ, D.D.S.

EIN

all filings

Address

156 WEST COLUMBUS STREET · PICKERINGTON, OH · 43147

Phone

(614) 837-4506

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator