How big is KATZ Barsky LLC DBA KBK Law Group's plan?

KATZ Barsky LLC DBA KBK Law Group's plan reported $143K in assets and 11 participants for 2024.

Original filing (PDF)20250728120343NAL0004579586001

KATZ Barsky LLC DBA KBK Law Group

Name: KATZ Barsky LLC DBA KBK Law Group — KBK Law Group, Form 5500 (2024)
Creator: KATZ Barsky LLC DBA KBK Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KBK Law Group 401(k) Plan

401(k) retirement plan · KATZ Barsky LLC DBA KBK Law Group's KBK Law Group 401(k) Plan held $143K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Jeffrey KATZ signed KATZ Barsky LLC DBA KBK Law Group's 2024 Form 5500 as plan administrator.

Jeffrey 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 Barsky LLC DBA KBK Law Group's EIN is 84-4715091.

EIN 84-4715091

Plan number 001

Plan year 2024

ACK ID 20250728120343NAL0004579586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATZ Barsky LLC DBA KBK Law Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ Barsky LLC DBA KBK Law Group'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 KATZ BARSKY LLC DBA KBK LAW GROUP.

Finding similar companies…

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