Original filing (PDF)20250930083901NAL0014597072001

KATZKE & MORGENBESSER LLP

Name: KATZKE & MORGENBESSER LLP — KATZKE & MORGENBESSER LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: KATZKE & MORGENBESSER LLP

Form 5500-SF

FILING_RECEIVED

KATZKE & MORGENBESSER LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATZKE & MORGENBESSER LLP.

Plan sponsor

Name

KATZKE & MORGENBESSER LLP

EIN

46-3602713

Address

1345 AVENUE OF THE AMERICAS · NEW YORK, NY · 10105

Phone

(646) 527-7240

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-09-30

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Law Offices plans

BRORBY, CROZIER & DOBIE

BRORBY, CROZIER & DOBIE 401(K) PLAN

$4.5M · 3 participants

RANDICK O'DEA TOOLIATOS VERMONT & SARGENT

RANDICK O DEA & TOOLIATOS, LLP 401(K) PLAN

$4.5M · 16 participants

INCEPTION LAW PLLC

INCEPTION LAW 401(K) PLAN

$4.5M · 58 participants

NEWSOME MELTON PA

NEWSOME MELTON PA 401(K) PROFIT SHARING PLAN

$4.5M · 25 participants

VERANO & VERANO, A PROFESSIONAL LAW CORP.

VERANO & VERANO RETIREMENT PLAN

$4.5M · 2 participants