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| Plan Name | JEFFREY D. KATZ PC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JEFFREY D. KATZ, P.C. DBA JD KATZ ATTORNEYS AT LAW |
| Employer identification number (EIN): | 522265925 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | SHARON EGGERS | 2015-10-13 | ||
| 001 | 2013-01-01 | JANICE GILL | 2014-10-07 | ||
| 001 | 2012-01-01 | SUE ACHUFF | 2013-10-14 | ||
| 001 | 2011-01-01 | SUE ACHUFF | 2012-10-12 | ||
| 001 | 2010-01-01 | SUE ACHUFF | 2011-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2025: JEFFREY D. KATZ PC 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-02 | 12 |
| Total number of particpants at end of year | 2025-06-02 | 16 |
| Number of Participants With Account Balances | 2025-06-02 | 16 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JEFFREY D. KATZ PC 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-02 | 4796 |
| Net assets as of the end of the plan year | 2025-06-02 | 1072054 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 1257501 |
| Participant contributions to plan in this plan year | 2025-06-02 | 78900 |
| Other expenses paid from plan in this plan year | 2025-06-02 | 0 |
| Other contributions to plan in this plan year | 2025-06-02 | 0 |
| Other income to plan in this plan year | 2025-06-02 | -296605 |
| Plan net income in this plan year | 2025-06-02 | -185447 |
| Net assets as of the end of the plan year | 2025-06-02 | 1072054 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 1257501 |
| Employer contributions to plan in this plan year | 2025-06-02 | 37054 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 3468 |
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