Holzworth & Kato PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Holzworth & Kato PC
  • Sponsor EIN: 274809738
  • Sponsor Address: 1819 L ST NW STE 400, WASHINGTON, DC, 200363833
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$1.7M$53,605$23,500
20244$1.3M$52,989$23,000
20234$1.6M$50,362$22,500
20224$1.2M$53,858$20,500

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