401k Plan data: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE plan

BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 401k Plan overview

Plan Name	BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE
Plan identification number	001

BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

BERNARD KATZ has sponsored the creation of one or more 401k plans.

Company Name: BERNARD KATZ

Employer identification number (EIN): 133739120

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 BERNARD KATZ
001 2023-01-01
001 2023-01-01 BERNARD KATZ
001 2022-01-01
001 2022-01-01 BERNARD KATZ
001 2021-01-01
001 2021-01-01 BERNARD KATZ
001 2020-01-01
001 2019-01-01
001 2018-01-01 BERNARD KATZ BERNARD KATZ 2019-07-23
001 2017-01-01 BERNARD KATZ
001 2016-01-01
001 2015-01-01
001 2014-01-01 BERNARD KATZ BERNARD KATZ 2015-10-15
001 2013-01-01 BERNARD KATZ BERNARD KATZ 2014-10-15
001 2012-01-01 BERNARD KATZ BERNARD KATZ 2013-10-15
001 2011-01-01 BERNARD KATZ
001 2010-01-01 BERNARD KATZ
001 2009-01-01 BERNARD KATZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	BERNARD KATZ
001	2023-01-01
001	2023-01-01	BERNARD KATZ
001	2022-01-01
001	2022-01-01	BERNARD KATZ
001	2021-01-01
001	2021-01-01	BERNARD KATZ
001	2020-01-01
001	2019-01-01
001	2018-01-01	BERNARD KATZ	BERNARD KATZ	2019-07-23
001	2017-01-01	BERNARD KATZ
001	2016-01-01
001	2015-01-01
001	2014-01-01	BERNARD KATZ	BERNARD KATZ	2015-10-15
001	2013-01-01	BERNARD KATZ	BERNARD KATZ	2014-10-15
001	2012-01-01	BERNARD KATZ	BERNARD KATZ	2013-10-15
001	2011-01-01	BERNARD KATZ
001	2010-01-01	BERNARD KATZ
001	2009-01-01	BERNARD KATZ

Plan Statistics for BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE

401k plan membership statisitcs for BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE

Measure Date Value
2023: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Total of all active and inactive participants 2023-01-01 4
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
2018: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
2016: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Total participants 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Total of all active and inactive participants	2023-01-01	4
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
2018: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
2016: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Total participants	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE

Measure	Date	Value
2023 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2023 401k financial data
Total income from all sources	2023-12-31	$593,027
Expenses. Total of all expenses incurred	2023-12-31	$154,773
Benefits paid (including direct rollovers)	2023-12-31	$58,358
Total plan assets at end of year	2023-12-31	$3,234,467
Total plan assets at beginning of year	2023-12-31	$2,796,213
Assets. Value of loans (other than to participants)	2023-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$96,415
Other income received	2023-12-31	$593,027
Net income (gross income less expenses)	2023-12-31	$438,254
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,234,467
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,796,213
Assets. Value of participant loans	2023-12-31	$54,000
2022 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2022 401k financial data
Total income from all sources	2022-12-31	$96,655
Expenses. Total of all expenses incurred	2022-12-31	$786,471
Benefits paid (including direct rollovers)	2022-12-31	$40,536
Total plan assets at end of year	2022-12-31	$2,796,213
Total plan assets at beginning of year	2022-12-31	$3,486,029
Assets. Value of loans (other than to participants)	2022-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$745,935
Other income received	2022-12-31	$96,655
Net income (gross income less expenses)	2022-12-31	$-689,816
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,796,213
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,486,029
Assets. Value of participant loans	2022-12-31	$54,000
2021 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2021 401k financial data
Total income from all sources	2021-12-31	$698,205
Expenses. Total of all expenses incurred	2021-12-31	$153,917
Benefits paid (including direct rollovers)	2021-12-31	$75,729
Total plan assets at end of year	2021-12-31	$3,486,029
Total plan assets at beginning of year	2021-12-31	$2,941,741
Assets. Value of loans (other than to participants)	2021-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$78,188
Other income received	2021-12-31	$698,205
Net income (gross income less expenses)	2021-12-31	$544,288
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,486,029
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,941,741
Assets. Value of participant loans	2021-12-31	$54,000
2020 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2020 401k financial data
Total income from all sources	2020-12-31	$508,183
Expenses. Total of all expenses incurred	2020-12-31	$62,726
Benefits paid (including direct rollovers)	2020-12-31	$25,500
Total plan assets at end of year	2020-12-31	$2,941,741
Total plan assets at beginning of year	2020-12-31	$2,496,284
Assets. Value of loans (other than to participants)	2020-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$37,224
Other income received	2020-12-31	$508,183
Net income (gross income less expenses)	2020-12-31	$445,457
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,941,741
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,496,284
Assets. Value of participant loans	2020-12-31	$59,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2
2019 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2019 401k financial data
Total income from all sources	2019-12-31	$580,149
Expenses. Total of all expenses incurred	2019-12-31	$182,506
Benefits paid (including direct rollovers)	2019-12-31	$182,448
Total plan assets at end of year	2019-12-31	$2,496,284
Total plan assets at beginning of year	2019-12-31	$2,098,641
Assets. Value of loans (other than to participants)	2019-12-31	$5,000
Other income received	2019-12-31	$580,149
Net income (gross income less expenses)	2019-12-31	$397,643
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,496,284
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,098,641
Assets. Value of participant loans	2019-12-31	$59,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$58
2018 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2018 401k financial data
Total income from all sources	2018-12-31	$125,465
Expenses. Total of all expenses incurred	2018-12-31	$332,380
Benefits paid (including direct rollovers)	2018-12-31	$130,843
Total plan assets at end of year	2018-12-31	$2,098,641
Total plan assets at beginning of year	2018-12-31	$2,305,556
Assets. Value of loans (other than to participants)	2018-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$201,537
Other income received	2018-12-31	$125,465
Net income (gross income less expenses)	2018-12-31	$-206,915
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,098,641
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,305,556
Assets. Value of participant loans	2018-12-31	$59,000
2017 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2017 401k financial data
Total income from all sources	2017-12-31	$363,062
Expenses. Total of all expenses incurred	2017-12-31	$285,877
Benefits paid (including direct rollovers)	2017-12-31	$161,730
Total plan assets at end of year	2017-12-31	$2,305,556
Total plan assets at beginning of year	2017-12-31	$2,228,371
Assets. Value of loans (other than to participants)	2017-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$124,147
Other income received	2017-12-31	$363,062
Net income (gross income less expenses)	2017-12-31	$77,185
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,305,556
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,228,371
Assets. Value of participant loans	2017-12-31	$44,000
2016 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2016 401k financial data
Total income from all sources	2016-12-31	$202,926
Expenses. Total of all expenses incurred	2016-12-31	$93,349
Benefits paid (including direct rollovers)	2016-12-31	$93,290
Total plan assets at end of year	2016-12-31	$2,228,371
Total plan assets at beginning of year	2016-12-31	$2,118,794
Total contributions received or receivable from participants	2016-12-31	$18,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$59
Other income received	2016-12-31	$184,926
Net income (gross income less expenses)	2016-12-31	$109,577
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,228,371
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,118,794
2015 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2015 401k financial data
Total income from all sources	2015-12-31	$147,687
Expenses. Total of all expenses incurred	2015-12-31	$119,572
Benefits paid (including direct rollovers)	2015-12-31	$90,467
Total plan assets at end of year	2015-12-31	$2,118,794
Total plan assets at beginning of year	2015-12-31	$2,090,679
Expenses. Other expenses not covered elsewhere	2015-12-31	$29,105
Other income received	2015-12-31	$147,687
Net income (gross income less expenses)	2015-12-31	$28,115
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,118,794
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,090,679
2014 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2014 401k financial data
Total income from all sources	2014-12-31	$30,150
Expenses. Total of all expenses incurred	2014-12-31	$156,857
Benefits paid (including direct rollovers)	2014-12-31	$156,735
Total plan assets at end of year	2014-12-31	$2,090,679
Total plan assets at beginning of year	2014-12-31	$2,217,386
Expenses. Other expenses not covered elsewhere	2014-12-31	$122
Other income received	2014-12-31	$30,150
Net income (gross income less expenses)	2014-12-31	$-126,707
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,090,679
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,217,386
2013 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2013 401k financial data
Total income from all sources	2013-12-31	$199,726
Expenses. Total of all expenses incurred	2013-12-31	$140,129
Benefits paid (including direct rollovers)	2013-12-31	$139,962
Total plan assets at end of year	2013-12-31	$2,217,386
Total plan assets at beginning of year	2013-12-31	$2,157,789
Total contributions received or receivable from participants	2013-12-31	$13,698
Expenses. Other expenses not covered elsewhere	2013-12-31	$167
Other income received	2013-12-31	$186,028
Net income (gross income less expenses)	2013-12-31	$59,597
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,217,386
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,157,789
Assets. Value of participant loans	2013-12-31	$50,000
2012 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2012 401k financial data
Total income from all sources	2012-12-31	$216,421
Expenses. Total of all expenses incurred	2012-12-31	$127,769
Benefits paid (including direct rollovers)	2012-12-31	$127,769
Total plan assets at end of year	2012-12-31	$2,157,789
Total plan assets at beginning of year	2012-12-31	$2,069,137
Total contributions received or receivable from participants	2012-12-31	$35,698
Other income received	2012-12-31	$180,723
Net income (gross income less expenses)	2012-12-31	$88,652
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,157,789
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,069,137
Assets. Value of participant loans	2012-12-31	$50,000
2011 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2011 401k financial data
Transfers to/from the plan	2011-12-31	$1,032,858
Total income from all sources	2011-12-31	$83,655
Expenses. Total of all expenses incurred	2011-12-31	$227,258
Benefits paid (including direct rollovers)	2011-12-31	$117,080
Total plan assets at end of year	2011-12-31	$2,069,137
Total plan assets at beginning of year	2011-12-31	$1,179,882
Total contributions received or receivable from participants	2011-12-31	$25,848
Expenses. Other expenses not covered elsewhere	2011-12-31	$110,178
Other income received	2011-12-31	$57,807
Net income (gross income less expenses)	2011-12-31	$-143,603
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,069,137
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,179,882
Assets. Value of participant loans	2011-12-31	$0
2010 : BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-48,977
Total income from all sources	2010-12-31	$48,653
Expenses. Total of all expenses incurred	2010-12-31	$2,972
Benefits paid (including direct rollovers)	2010-12-31	$2,972
Total plan assets at beginning of year	2010-12-31	$486,941
Total contributions received or receivable from participants	2010-12-31	$3,773
Other income received	2010-12-31	$44,880
Net income (gross income less expenses)	2010-12-31	$45,681
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$486,941

Form 5500 Responses for BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE

2023: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BERNARD KATZ & CO PC PROFIT SHARING PLAN FIDELITY NON-PROTOTYPE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERNARD KATZ
Employer identification number (EIN):	133739120
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants