Plan5500

Law Office Of Jeffrey Katz — 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, Law Office Of Jeffrey Katz (EIN 86-0710053) is a plan sponsor located in Tucson, AZ 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
86-0710053
Location
Tucson, AZ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Law Office Of Jeffrey Katz

  • 1 loaded plans hold $161K in reported assets.
  • The largest, Law Office Of Jeffrey Katz 401(K) Profit Sharing Plan And Trust Agreement (Amended And Restated), holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$161KSummed across loaded plans$160,994
Total reported assets$161K$160,994
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$161K total assets
Net assets$161KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$185

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Law Office Of Jeffrey Katz 401(K) Profit Sharing Plan And Trust Agreement (Amended And Restated)
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Law Office Of Jeffrey Katz 401(K) Profit Sharing Plan And Trust Agreement (Amended And Restated)$161K
    Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Law Office Of Jeffrey Katz. Open one for its full reported snapshot.

  1. 2023
    Law Office Of Jeffrey Katz 401(K) Profit Sharing Plan And Trust Agreement (Amended And Restated)2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Law Office Of Jeffrey Katz report on Form 5500?
Law Office Of Jeffrey Katz (EIN 86-0710053) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Law Office Of Jeffrey Katz?
The Employer Identification Number (EIN) reported for Law Office Of Jeffrey Katz is 86-0710053.
What is the latest Form 5500 filing year for Law Office Of Jeffrey Katz?
The latest loaded Form 5500 filing year for Law Office Of Jeffrey Katz is 2023.

Related Form 5500 pages