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LAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN
Plan identification number 001

LAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAW OFFICE OF ALAYNE KATZ, PC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF ALAYNE KATZ, PC
Employer identification number (EIN):134155087
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012015-01-01

Financial Data on LAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN

Measure Date Value
2025 : LAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-130
Total liabilities as of the end of the plan year2025-07-131321
Total liabilities as of the beginning of the plan year2025-07-130
Total expenses incurred by plan in this plan year2025-07-1314937
Net assets as of the end of the plan year2025-07-131654771
Total assets as of the beginning of the plan year2025-07-131398984
Value of plan covered by a fidelity bond2025-07-13350000
Participant contributions to plan in this plan year2025-07-1330500
Other expenses paid from plan in this plan year2025-07-130
Other contributions to plan in this plan year2025-07-130
Other income to plan in this plan year2025-07-13192903
Plan net income in this plan year2025-07-13254466
Net assets as of the end of the plan year2025-07-131653450
Net assets as of the beginning of the plan year2025-07-131398984
Employer contributions to plan in this plan year2025-07-1346000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1314937
2024 : LAW OFFICE OF ALAYNE KATZ, PC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-180
Total liabilities as of the end of the plan year2024-03-180
Total liabilities as of the beginning of the plan year2024-03-180
Total expenses incurred by plan in this plan year2024-03-1811457
Net assets as of the end of the plan year2024-03-181398984
Total assets as of the beginning of the plan year2024-03-181082569
Value of plan covered by a fidelity bond2024-03-18350000
Participant contributions to plan in this plan year2024-03-1830000
Other expenses paid from plan in this plan year2024-03-180
Other contributions to plan in this plan year2024-03-180
Other income to plan in this plan year2024-03-18253207
Plan net income in this plan year2024-03-18316415
Net assets as of the end of the plan year2024-03-181398984
Net assets as of the beginning of the plan year2024-03-181082569
Employer contributions to plan in this plan year2024-03-1844665
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1811457

Potentially related plans

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