How big is Jeffrey KATZ DDS, Inc.'s plan?

Jeffrey KATZ DDS, Inc.'s plan reported $254K in assets and 4 participants for 2024.

Original filing (PDF)20250718185427NAL0001035859001

Jeffrey KATZ DDS, Inc.

Name: Jeffrey KATZ DDS, Inc. — Jeffrey KATZ DDS, Inc., Form 5500 (2024)
Creator: Jeffrey KATZ DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey KATZ DDS, Inc. Retirement Plan

401(k) retirement plan · Jeffrey KATZ DDS, Inc.'s Jeffrey KATZ DDS, Inc. Retirement Plan held $254K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

Plan identifiers

Jeffrey KATZ DDS, Inc.'s EIN is 81-5101529.

EIN 81-5101529

Plan number 001

Plan year 2024

ACK ID 20250718185427NAL0001035859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey KATZ DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey KATZ DDS, Inc.'s plan includes profit-sharing, a 401(k) feature.

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 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 (89th percentile).

Plan sponsor

Name

JEFFREY KATZ DDS, INC.

EIN

all filings

Address

586 WASHINGTON ST · SAN FRANCISCO, CA · 94111

Phone

(408) 369-2929

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator