# Katz & Associates INC. DC Plan
Source: https://planprovider.pro/companies/katz-associates-inc-plan-005

> Katz & Associates INC.'s DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Katz & Associates INC.

- **Sponsor EIN:** 880285918

- **Sponsor Address:** 591 CAMINO DE LA REINA SUITE 407, SAN DIEGO, CA, 92108

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 2023|39|$2.4M|$86,384|$0|

| 2022|43|$1.8M|$171,514|$0|

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