Original filing (PDF)20260105132953NAL0002111123001

KATZSON BROS., INC.

Name: KATZSON BROS., INC. — KATZSON BROS., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KATZSON BROS., INC.

Form 5500-SF

FILING_RECEIVED

KATZSON BROS., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATZSON BROS., INC..

Plan sponsor

Name

KATZSON BROS., INC.

EIN

84-0504818

Address

960 VALLEJO STREET · DENVER, CO · 80204

Phone

(303) 893-3535

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-01-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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