Original filing (PDF)20230717162904NAL0018793443001

Dr. Harold KATZ, LLC

Name: Dr. Harold KATZ, LLC — Harold KATZ LLC 401(k) Profit, Form 5500 (2022)
Creator: Dr. Harold KATZ, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harold KATZ LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Dr. Harold KATZ, LLC's Harold KATZ LLC 401(k) Profit Sharing Plan and Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Dr. Harold KATZ, LLC's EIN is 80-0034237.

EIN 80-0034237

Plan number 001

Plan year 2022

ACK ID 20230717162904NAL0018793443001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Dr. Harold KATZ, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Dr. Harold KATZ, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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