Katz, Nannis & Solomon, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Katz, Nannis & Solomon, P.C.
  • Sponsor EIN: 042887211
  • Sponsor Address: 800 SOUTH STREET, SUITE 250, WALTHAM, MA, 02453
  • Plan Type: 401(k)
  • Plan Number: 001
  • 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: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$59,660$98,645
202368$17.0M$430,569$603,425
202256$13.0M$410,480$516,492

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