Original filing (PDF)20260129092835NAL0005980722001

Shmuel TATZ PT P.C.

Name: Shmuel TATZ PT P.C. — Shmuel TATZ PT P.C. 401(k), Form 5500 (2025)
Creator: Shmuel TATZ PT P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shmuel TATZ PT P.C. 401(k) Retirement Plan

401(k) retirement plan · Shmuel TATZ PT P.C.'s Shmuel TATZ PT P.C. 401(k) Retirement Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Shmuel TATZ PT P.C.'s EIN is 47-1876228.

EIN 47-1876228

Plan number 002

Plan year 2025

ACK ID 20260129092835NAL0005980722001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shmuel TATZ PT P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shmuel TATZ PT P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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