Arthur Gary Katz DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Arthur Gary Katz
  • Sponsor EIN: 270657958
  • Sponsor Address: 7 ELM PLACE, NORTH CALDWELL, NJ, 07006
  • Plan Type: DB
  • Total Participants: 2
  • Total Assets: $2.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$2.2M$500,000$0
20232$1.6M$280,000$0
20222$1.1M$284,872$0

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