OpenERISA

Katz, Goldstein & Warren, P.C.

Bannockburn, IL, 60015

EIN 36-4223368
Plans
2
Total participants
122
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541110

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Katz, Goldstein & Warren 401(K) Savings Plan And Trust14
2024Form 5500-SF003Katz, Goldstein & Warren, P. C. Cash Balance Plan13
2023Form 5500-SF001Katz, Goldstein & Warren 401(K) Savings Plan And Trust13
2023Form 5500-SF003Katz, Goldstein & Warren, P. C. Cash Balance Plan13
2022Form 5500-SF001Katz, Goldstein & Warren 401(K) Savings Plan And Trust11
2022Form 5500-SF003Katz, Goldstein & Warren, P. C. Cash Balance Plan11
2021Form 5500001Katz, Goldstein & Warren 401(K) Savings Plan And Trust12
2021Form 5500-SF003Katz, Goldstein & Warren, P. C. Cash Balance Plan12
2020Form 5500001Katz, Goldstein & Warren 401(K) Savings Plan And Trust12
2020Form 5500-SF003Katz, Goldstein & Warren, P. C. Cash Balance Plan11

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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