How big is J. Timothy Katzen, M.D., Professional Corporation's plan?

J. Timothy Katzen, M.D., Professional Corporation's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20250624012759NAL0009331808001

J. Timothy Katzen, M.D., Professional Corporation

Name: J. Timothy Katzen, M.D., Professional Corporation — Form 5500 Plan 003 (2024)
Creator: J. Timothy Katzen, M.D., Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan

Defined-benefit pension plan · J. Timothy Katzen, M.D., Professional Corporation's J. Timothy Katzen, M.D., Professional Corporation Cash Balance Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

J. Timothy Katzen, M.D., Professional Corporation's EIN is 95-4866495.

EIN 95-4866495

Plan number 003

Plan year 2024

ACK ID 20250624012759NAL0009331808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Timothy Katzen, M.D., Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Timothy Katzen, M.D., Professional Corporation's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORPORATION.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off