Law Office Of John Kattman, P.A. John F. Kattman, Esquire 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Law Office Of John Kattman, P.A. John F. Kattman, Esquire
  • Sponsor EIN: 814494955
  • Sponsor Address: 1054 KINGS AVENUE, JACKSONVILLE, FL, 322078312
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $166,146

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20243$166,146$8,060$27,916
20233$80,062$6,194$23,371
20223$384,117$6,417$26,939

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