How many benefit plans does Pessin Katz Law, P.A. report on Form 5500?

Pessin Katz Law, P.A. (EIN 52-1598578) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Pessin Katz Law, P.A.?

The Employer Identification Number (EIN) reported for Pessin Katz Law, P.A. is 52-1598578.

What is the latest Form 5500 filing year for Pessin Katz Law, P.A.?

The latest loaded Form 5500 filing year for Pessin Katz Law, P.A. is 2023.

Pessin Katz Law, P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pessin Katz Law, P.A. (EIN 52-1598578) is a plan sponsor located in Towson, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 52-1598578
Location: Towson, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,486,702
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $19,486,702

Contributions & income

Employer contributions: $286,557
Participant contributions: $912,709
Total income / additions: $3,887,441

Expenses & distributions

Benefits paid / distributions: $3,196,313
Total expenses: $3,275,263
Net increase / (decrease): $612,178

Coverage

Total reported participants: 206
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Pessin Katz Law, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Pessin Katz Law, Pa 401(K) Plan	001	122	$19,486,702	2023
Pessin Katz Law, P.A. Employee Benefits Plan	501	84	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pessin Katz Law, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Pessin Katz Law, P.A. Employee Benefits Plan	84	—	20240423132500NAL0000954339001
2023	Pessin Katz Law, Pa 401(K) Plan	122	H, C	20240920141516NAL0007937153001