Plan Snapshot
- Plan Sponsor: Alvin Katz, M.D., P.C.
- Sponsor EIN: 132679387
- Sponsor Address: 45 EAST 72ND STREET, NEW YORK, NY, 100214148
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 5
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $5.3M | $0 | $14,704 |
| 2023 | 5 | $5.0M | $0 | $14,703 |
| 2022 | 5 | $4.5M | $0 | $14,704 |
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