P 401(k) Plan Report

Stable plan record

KATZ CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by KATZ CAPITAL MANAGEMENT LLC · EIN/PN 274690564-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,930
Administrative cost per participant
2025
$345
Active participants
2025
15
Total plan assets
2025
$781,380
Participant loans as a share of assets
2025
3.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260526085257NAL001251845000115$5,930
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.