How big is Zachary KATZ's plan?

Zachary KATZ's plan reported $24K in assets and 2 participants for 2024.

Original filing (PDF)20250903165052NAL0031939986001

Zachary KATZ

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

Form 5500-SF

FILING_RECEIVED

ZAC KATZ 401(k) Plan

401(k) retirement plan · Zachary KATZ's ZAC KATZ 401(k) Plan held $24K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Jennifer Tanaka signed Zachary KATZ's 2024 Form 5500 as plan administrator.

Jennifer Tanaka — 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

Zachary KATZ's EIN is 86-1325795.

EIN 86-1325795

Plan number 001

Plan year 2024

ACK ID 20250903165052NAL0031939986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.

Plan sponsor

Name

ZACHARY KATZ

EIN

all filings

Address

23203 BEACHWOOD BLVD · BEACHWOOD, OH · 44122

Phone

(216) 802-0968

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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