How big is KATZ RUBY & Carle LLP's plan?

KATZ RUBY & Carle LLP's plan reported $56K in assets and 8 participants for 2024.

Original filing (PDF)20251001133229NAL0012685505001

KATZ RUBY & Carle LLP

Name: KATZ RUBY & Carle LLP — KATZ RUBY & Carle LLP 401(k), Form 5500 (2024)
Creator: KATZ RUBY & Carle LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATZ RUBY & Carle LLP 401(k) Plan

401(k) retirement plan · KATZ RUBY & Carle LLP's KATZ RUBY & Carle LLP 401(k) Plan held $56K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

Plan identifiers

KATZ RUBY & Carle LLP's EIN is 92-2922193.

EIN 92-2922193

Plan number 001

Plan year 2024

ACK ID 20251001133229NAL0012685505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KATZ RUBY & Carle LLP'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 RUBY & CARLE LLP.

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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