How big is KATZ Chwat, P.C.'s plan?

KATZ Chwat, P.C.'s plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250728100415NAL0004241618001

KATZ Chwat, P.C.

Name: KATZ Chwat, P.C. — KATZ Chwat, P.C. 401(k) Plan, Form 5500 (2024)
Creator: KATZ Chwat, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ Chwat, P.C. 401(k) Plan

401(k) retirement plan · KATZ Chwat, P.C.'s KATZ Chwat, P.C. 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Neil KATZ signed KATZ Chwat, P.C.'s 2024 Form 5500 as plan administrator.

Neil 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

KATZ Chwat, P.C.'s EIN is 81-4424149.

EIN 81-4424149

Plan number 001

Plan year 2024

ACK ID 20250728100415NAL0004241618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ Chwat, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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