How big is ALEX KATZ's plan?

ALEX KATZ's plan reported $6.7M in assets and 2 participants for 2024.

Original filing (PDF)20251007140904NAL0004885025001

ALEX KATZ

Name: ALEX KATZ — ALEX KATZ Defined Benefit Plan, Form 5500 (2024)
Creator: ALEX KATZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALEX KATZ Defined Benefit Plan

Defined-benefit pension plan · ALEX KATZ's ALEX KATZ Defined Benefit Plan held $6.7M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

ALEX KATZ signed ALEX KATZ's 2024 Form 5500 as plan administrator.

ALEX 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

ALEX KATZ's EIN is 43-1979738.

EIN 43-1979738

Plan number 001

Plan year 2024

ACK ID 20251007140904NAL0004885025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ALEX KATZ's plan includes a defined-benefit pension formula.

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 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.

Plan sponsor

Name

ALEX KATZ

EIN

all filings

Address

435 WEST BROADWAY · NEW YORK, NY · 10012

Phone

(212) 226-7817

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

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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