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LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 OFFICES OF TERRY KATZ & ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC
Employer identification number (EIN):203704535
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRY KATZ2024-02-29
0012022-01-01TERRY KATZ2023-06-28
0012021-01-01TERRY KATZ2022-07-06
0012020-01-01TERRY KATZ2021-06-22
0012019-01-01TERRY KATZ2020-07-01
0012018-01-01TERRY KATZ2019-05-03
0012017-01-01TERRY KATZ2018-06-20
0012016-01-01TERRY KATZ2017-06-29
0012015-01-01TERRY KATZ2016-07-18
0012014-01-01TERRY KATZ2015-04-24
0012013-01-01TERRY KATZ2014-06-16
0012012-01-01TERRY KATZ2013-07-19
0012011-01-01TERRY KATZ2012-07-25
0012010-01-01TERRY KATZ2011-06-30
0012009-01-01TERRY KATZ

Financial Data on LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-290
Total liabilities as of the end of the plan year2024-02-290
Total liabilities as of the beginning of the plan year2024-02-290
Total expenses incurred by plan in this plan year2024-02-29185348
Net assets as of the end of the plan year2024-02-290
Total assets as of the beginning of the plan year2024-02-29176800
Participant contributions to plan in this plan year2024-02-290
Other expenses paid from plan in this plan year2024-02-290
Other contributions to plan in this plan year2024-02-290
Other income to plan in this plan year2024-02-298548
Plan net income in this plan year2024-02-29-176800
Net assets as of the end of the plan year2024-02-290
Net assets as of the beginning of the plan year2024-02-29176800
Employer contributions to plan in this plan year2024-02-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-291768
2022 : LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-060
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-062263
Net assets as of the end of the plan year2022-07-06206244
Total assets as of the beginning of the plan year2022-07-06185816
Participant contributions to plan in this plan year2022-07-060
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-0622691
Plan net income in this plan year2022-07-0620428
Net assets as of the end of the plan year2022-07-06206244
Net assets as of the beginning of the plan year2022-07-06185816
Employer contributions to plan in this plan year2022-07-060
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-062263

Form 5500 Responses for LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

2009: LAW OFFICES OF TERRY KATZ & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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