How big is Jdkatz PC's plan?

Jdkatz PC's plan reported $1.4M in assets and 6 participants for 2025.

Original filing (PDF)20260413100028NAL0014544129001

Jdkatz PC

Name: Jdkatz PC — Jdkatz PC 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Jdkatz PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jdkatz PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jdkatz PC's Jdkatz PC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

TARA Figueroa signed Jdkatz PC's 2025 Form 5500 as plan administrator.

TARA Figueroa — 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

Jdkatz PC's EIN is 52-2265925.

EIN 52-2265925

Plan number 001

Plan year 2025

ACK ID 20260413100028NAL0014544129001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jdkatz PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jdkatz PC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

JDKATZ PC

EIN

all filings

Address

4800 MONTGOMERY LANE, STE 600, · 600 · BETHESDA, MD · 208146364

Phone

(301) 913-2948

Industry

Law Offices· Professional & Technical Services

Plan administrator