How big is Brian KATZ's plan?

Brian KATZ's plan reported $1.6M in assets and 5 participants for 2023.

Original filing (PDF)20241015104503NAL0057059266001

Brian KATZ

Name: Brian KATZ — Brian KATZ 401(k) Plan, Form 5500 (2023)
Creator: Brian KATZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian KATZ 401(k) Plan

401(k) retirement plan · Brian KATZ's Brian KATZ 401(k) Plan held $1.6M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Brian KATZ signed Brian KATZ's 2023 Form 5500 as plan administrator.

Brian 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

Brian KATZ's EIN is 40-9069347.

EIN 40-9069347

Plan number 001

Plan year 2023

ACK ID 20241015104503NAL0057059266001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brian KATZ from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brian KATZ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN KATZ.

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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.

Plan sponsor

Name

BRIAN KATZ

EIN

all filings

Address

226 BROADWAY ST SUITE 1 · PADUCAH, KY · 42001

Phone

(270) 575-3939

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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