# Law Office Of Jeffrey Katz 401(k) Plan
Source: https://planprovider.pro/companies/law-office-of-jeffrey-katz-401k-plan

> Law Office Of Jeffrey Katz&#39;s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Law Office Of Jeffrey Katz

- **Sponsor EIN:** 860710053

- **Sponsor Address:** 2823 EAST SPEEDWAY BOULEVARD., TUCSON, AZ, 85716

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $161,437

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2|$161,437|$0|$0|

| 2023|2|$160,994|$0|$0|

| 2022|2|$161,179|$0|$0|

## Similar Plans

- [Raymond Greer, A Professional Corporation](https://planprovider.pro/companies/rymond-greer-mccarthy-a-profesional-corporation-plan) — 2 participants

- [Stanley J Kartchner](https://planprovider.pro/companies/stanley-j-kartchner-plan) — 2 participants

- [Kevin M. Arnold, PLLC](https://planprovider.pro/companies/kevin-m-arnold-pllc-401k-plan) — 2 participants

- [Law Offices Of Craig W. Penrod](https://planprovider.pro/companies/law-offices-of-craig-w-penrod-401k-plan) — 2 participants

- [W.J. Harrison & Associates, P.C.](https://planprovider.pro/companies/w-j-harrison-associates-p-c-plan) — 2 participants

- [Gugino & Mortimer, PLC](https://planprovider.pro/companies/gugino-mortimer-plc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/law-office-of-jeffrey-katz-401k-plan)

&copy; 2026 PlanProvider.Pro
