401k Plan data: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST plan

PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 401k Plan overview

Plan Name	PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST
Plan identification number	004

PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST Benefits

401k Plan Type

Defined 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.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

PKA TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PKA TECHNOLOGIES, INC.

Employer identification number (EIN): 133919056

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about PKA TECHNOLOGIES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-09-25

Company Identification Number: 2069166

Legal Registered Office Address: 3 PARAGON DRIVE
SUITE 205
MONTVALE
United States of America (USA)
07645

More information about PKA TECHNOLOGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 FELISE KATZ
004 2016-01-01 FELISE KATZ
004 2015-01-01 FELISE KATZ
004 2014-01-01 FELISE KATZ
004 2013-01-01 FELISE KATZ
004 2012-01-01 FELISE KATZ
004 2011-01-01 FELISE KATZ
004 2009-01-01 FELISE KATZ

Plan Statistics for PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST

Measure Date Value
2022: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 12
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 3
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 12
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 3
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
2012: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 3
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 2
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	12
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	3
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	12
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	3
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
2012: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	3
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	2
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST

Measure	Date	Value
2022 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$1,568,451
Total plan assets at end of year	2022-12-31	$5,539,587
Total plan assets at beginning of year	2022-12-31	$3,971,136
Value of fidelity bond covering the plan	2022-12-31	$780,000
Total contributions received or receivable from participants	2022-12-31	$134,046
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Noncash contributions received	2022-12-31	$1,374,207
Net income (gross income less expenses)	2022-12-31	$1,568,451
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,539,587
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,971,136
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,357,773
Assets. Value of real-estate (other than employer real property)	2022-12-31	$611,069
Total contributions received or receivable from employer(s)	2022-12-31	$60,198
2021 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$697,620
Total plan assets at end of year	2021-12-31	$3,971,136
Total plan assets at beginning of year	2021-12-31	$3,273,516
Value of fidelity bond covering the plan	2021-12-31	$1,325,000
Total contributions received or receivable from participants	2021-12-31	$134,046
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$525,991
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$697,620
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,971,136
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,273,516
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,311,030
Total contributions received or receivable from employer(s)	2021-12-31	$37,583
2020 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$653,931
Expenses. Total of all expenses incurred	2020-12-31	$5,423
Benefits paid (including direct rollovers)	2020-12-31	$5,423
Total plan assets at end of year	2020-12-31	$3,273,516
Total plan assets at beginning of year	2020-12-31	$2,625,008
Value of fidelity bond covering the plan	2020-12-31	$750,000
Total contributions received or receivable from participants	2020-12-31	$122,301
Assets. Value of loans (other than to participants)	2020-12-31	$272,157
Other income received	2020-12-31	$520,898
Net income (gross income less expenses)	2020-12-31	$648,508
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,273,516
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,625,008
Total contributions received or receivable from employer(s)	2020-12-31	$10,732
2019 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$300,186
Expenses. Total of all expenses incurred	2019-12-31	$17,179
Benefits paid (including direct rollovers)	2019-12-31	$17,179
Total plan assets at end of year	2019-12-31	$2,625,008
Total plan assets at beginning of year	2019-12-31	$2,342,001
Value of fidelity bond covering the plan	2019-12-31	$750,000
Total contributions received or receivable from participants	2019-12-31	$121,020
Assets. Value of loans (other than to participants)	2019-12-31	$311,030
Other income received	2019-12-31	$140,218
Net income (gross income less expenses)	2019-12-31	$283,007
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,625,008
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,342,001
Total contributions received or receivable from employer(s)	2019-12-31	$38,948
2018 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$56,285
Expenses. Total of all expenses incurred	2018-12-31	$50
Total plan assets at end of year	2018-12-31	$2,342,001
Total plan assets at beginning of year	2018-12-31	$2,285,766
Value of fidelity bond covering the plan	2018-12-31	$750,000
Total contributions received or receivable from participants	2018-12-31	$57,631
Assets. Value of loans (other than to participants)	2018-12-31	$411,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Other income received	2018-12-31	$-138,405
Net income (gross income less expenses)	2018-12-31	$56,235
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,342,001
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,285,766
Total contributions received or receivable from employer(s)	2018-12-31	$137,059
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
2017 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$202,529
Total plan assets at end of year	2017-12-31	$2,285,766
Total plan assets at beginning of year	2017-12-31	$2,083,237
Value of fidelity bond covering the plan	2017-12-31	$750,000
Total contributions received or receivable from participants	2017-12-31	$111,786
Assets. Value of loans (other than to participants)	2017-12-31	$451,000
Other income received	2017-12-31	$-25,592
Net income (gross income less expenses)	2017-12-31	$202,529
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,285,766
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,083,237
Total contributions received or receivable from employer(s)	2017-12-31	$116,335
2016 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$157,728
Expenses. Total of all expenses incurred	2016-12-31	$25
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,083,237
Total plan assets at beginning of year	2016-12-31	$1,925,534
Value of fidelity bond covering the plan	2016-12-31	$750,000
Total contributions received or receivable from participants	2016-12-31	$111,232
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-3,916
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$157,703
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,083,237
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,925,534
Assets. Value of real-estate (other than employer real property)	2016-12-31	$348,122
Total contributions received or receivable from employer(s)	2016-12-31	$50,412
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$189,864
Total plan assets at end of year	2015-12-31	$1,925,534
Total plan assets at beginning of year	2015-12-31	$1,735,670
Value of fidelity bond covering the plan	2015-12-31	$750,000
Total contributions received or receivable from participants	2015-12-31	$107,167
Other income received	2015-12-31	$-12,145
Net income (gross income less expenses)	2015-12-31	$189,864
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,925,534
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,735,670
Assets. Value of real-estate (other than employer real property)	2015-12-31	$434,000
Total contributions received or receivable from employer(s)	2015-12-31	$94,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$175,268
Expenses. Total of all expenses incurred	2014-12-31	$114,850
Benefits paid (including direct rollovers)	2014-12-31	$114,850
Total plan assets at end of year	2014-12-31	$1,735,670
Total plan assets at beginning of year	2014-12-31	$1,675,252
Value of fidelity bond covering the plan	2014-12-31	$750,000
Total contributions received or receivable from participants	2014-12-31	$104,480
Other income received	2014-12-31	$45,589
Net income (gross income less expenses)	2014-12-31	$60,418
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,735,670
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,675,252
Assets. Value of real-estate (other than employer real property)	2014-12-31	$729,754
Total contributions received or receivable from employer(s)	2014-12-31	$25,199
2013 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$91,160
Expenses. Total of all expenses incurred	2013-12-31	$22,364
Benefits paid (including direct rollovers)	2013-12-31	$22,364
Total plan assets at end of year	2013-12-31	$1,675,252
Total plan assets at beginning of year	2013-12-31	$1,606,456
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$102,520
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-67,280
Net income (gross income less expenses)	2013-12-31	$68,796
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,675,252
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,606,456
Assets. Value of real-estate (other than employer real property)	2013-12-31	$416,500
Total contributions received or receivable from employer(s)	2013-12-31	$55,920
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$223,319
Expenses. Total of all expenses incurred	2012-12-31	$25
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,606,456
Total plan assets at beginning of year	2012-12-31	$1,383,162
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$55,262
Expenses. Other expenses not covered elsewhere	2012-12-31	$25
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$79,761
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$223,294
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,606,456
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,383,162
Assets. Value of real-estate (other than employer real property)	2012-12-31	$413,254
Total contributions received or receivable from employer(s)	2012-12-31	$88,296
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$157,062
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,383,162
Total plan assets at beginning of year	2011-12-31	$1,226,100
Value of fidelity bond covering the plan	2011-12-31	$675,000
Total contributions received or receivable from participants	2011-12-31	$77,569
Assets. Value of loans (other than to participants)	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-8,127
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$157,062
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,383,162
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,226,100
Assets. Value of real-estate (other than employer real property)	2011-12-31	$201,000
Total contributions received or receivable from employer(s)	2011-12-31	$87,620
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$208,144
Expenses. Total of all expenses incurred	2010-12-31	$19,823
Benefits paid (including direct rollovers)	2010-12-31	$19,798
Total plan assets at end of year	2010-12-31	$1,226,100
Total plan assets at beginning of year	2010-12-31	$1,037,779
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$73,006
Assets. Value of loans (other than to participants)	2010-12-31	$100,000
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$49,719
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$188,321
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,226,100
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,037,779
Assets. Value of real-estate (other than employer real property)	2010-12-31	$310,000
Total contributions received or receivable from employer(s)	2010-12-31	$85,419
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25

Form 5500 Responses for PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST

2022: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Insurance policy start date	2022-12-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	1

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Insurance policy start date	2021-12-01
Insurance policy end date	2021-12-31

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Insurance policy start date	2020-12-01
Insurance policy end date	2020-12-31

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Insurance policy start date	2019-12-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $479
Are there contracts with allocated funds for individual policies?	1
Welfare Benefit Premiums Paid to Carrier	USD $0
Amount paid for insurance broker fees	479
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Number of Individuals Covered	13
Insurance policy start date	2018-12-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $404
Are there contracts with allocated funds for individual policies?	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	404
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Insurance policy start date	2017-12-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $304
Amount paid for insurance broker fees	304
Additional information about fees paid to insurance broker	FEE
Insurance broker organization code?	5
Insurance broker name	DANZIGER & MARKHOFF, LLP,

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

133646501

Policy instance

Insurance contract or identification number	133646501
Number of Individuals Covered	12
Insurance policy start date	2015-12-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,614
Total amount of fees paid to insurance company	USD $230
Commission paid to Insurance Broker	USD $2,560
Insurance broker organization code?	3
Amount paid for insurance broker fees	230
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	MORGAN STANLEY

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

Policy instance

Insurance policy start date	2014-12-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,404
Total amount of fees paid to insurance company	USD $335
Commission paid to Insurance Broker	USD $4,404
Insurance broker organization code?	3
Amount paid for insurance broker fees	227
Insurance broker name	MORGAN STANLEY

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

Policy instance

Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,807
Total amount of fees paid to insurance company	USD $370
Commission paid to Insurance Broker	USD $4,807
Insurance broker organization code?	3
Amount paid for insurance broker fees	259
Insurance broker name	MORGAN STANLEY SMITH BARNEY

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

Policy instance

Number of Individuals Covered	12
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,434
Total amount of fees paid to insurance company	USD $94
Commission paid to Insurance Broker	USD $1,795
Insurance broker organization code?	4
Amount paid for insurance broker fees	56
Insurance broker name	DANZIGER & MARKHOFF LLP

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

Policy instance

Number of Individuals Covered	11
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $3,193

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81812

Policy instance

Insurance contract or identification number	81812
Number of Individuals Covered	8
Total amount of commissions paid to insurance broker	USD $2,931
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PKA TECHNOLOGIES, INC.
Employer identification number (EIN):	133919056
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-09-25
Company Identification Number:	2069166
Legal Registered Office Address:	3 PARAGON DRIVE SUITE 205 MONTVALE United States of America (USA) 07645