Plan Snapshot
- Plan Sponsor: Peter Katz Associates, INC. Incentive Savings Trust
- Sponsor EIN: 133919056
- Sponsor Address: 3 PARAGON DRIVE, SUITE 200, MONTVALE, NY, 07645
- Plan Type: DC
- Total Participants: 14
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $6.1M | $68,697 | $116,805 |
| 2023 | 9 | $4.7M | $71,766 | $108,156 |
| 2022 | 11 | $5.5M | $60,198 | $134,046 |