OpenERISA

Katz & Associates INC.

San Diego, CA, 92130

EIN 88-0285918
Plans
2
Total participants
253
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500005Katz & Associates, INC. Employee Stock Ownership Plan0
2023Form 5500-SF004Katz & Associates INC 401(K) Profit Sharing Plan & Trust32
2023Form 5500005Katz & Associates, INC. Employee Stock Ownership Plan39
2022Form 5500-SF004Katz & Associates INC 401(K) Profit Sharing Plan & Trust23
2022Form 5500005Katz & Associates, INC. Employee Stock Ownership Plan43
2021Form 5500-SF004Katz & Associates INC 401(K) Profit Sharing Plan & Trust23
2021Form 5500005Katz & Associates, INC. Employee Stock Ownership Plan31
2020Form 5500-SF004Katz & Associates INC 401(K) Profit Sharing Plan & Trust31
2020Form 5500005Katz & Associates, INC. Employee Stock Ownership Plan31

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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