Retirement plan

MICHAEL B. KATZ DDS RETIREMENT PLAN

Name: MICHAEL B. KATZ DDS - MICHAEL B. KATZ DDS RETIREMENT PLAN (2025) Form 5500
Creator: MICHAEL B. KATZ DDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MICHAEL B. KATZ DDS RETIREMENT PLAN, MICHAEL B. KATZ DDS

MICHAEL B. KATZ DDSEIN 02-0790232Plan #001PY 2025

2500 HOSPITAL DR., SUITE 5D - MOUNTAIN VIEW, CA 94040650-967-4411LinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$855K

+22.7% from 2024

Total participants

-20.0% from 2024

Average account balance

$122,136

+57.8% from 2024

Annual return

15.83%

+4.61 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$855K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$122K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11102

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$78K

$9715 / participant

Other / not subdivided$78K100.0%

% of EOY assets

9.090%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,136

$174,379-30.0%

$152,093-19.7%

$138,895-12.1%

Participation rate

87.5%

81.6%+5.9pp

77.8%+9.7pp

79.9%+7.6pp

Annual return

15.83%

74.86%-59.0pp

66.36%-50.5pp

145.39%-129.6pp

Employer contribution / active EE

$3,444

$4,652-26.0%

$4,175-17.5%

$4,194-17.9%

Participant deferral / active EE

$11,356

$6,159+84.4%

$5,451+108.3%

$6,396+77.5%

Admin fee / account holder

$11,102

$16,880-34.2%

$14,497-23.4%

$12,562-11.6%

MICHAEL B. KATZ DDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MICHAEL B. KATZ DDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion