Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. TIMOTHY KATZEN, M.D., PROF CORP.
EIN 95-4866495medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
14
9735 WILSHIRE BLVD - BEVERLY HILLS, CA 90212310-292-3303360bodylift.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. PROFIT SHARING PLAN
ProfitSharing
Assets$307K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $1.2M | 5 | 2025 | |
| 002 | J. TIMOTHY KATZEN, M.D., PROFESSIONAL CORP. PROFIT SHARING PLAN | ProfitSharing | $307K | 9 | 2025 |
Retirement plans