Civic Intelligence

Hodes, Ulman, Pessin & Katz, P.A.

Plan context: Hodes, Ulman, Pessin & Katz, P.A. 401K Plan

EIN 52-1598578 • 47 filings • 12 plans

Current Snapshot

Latest Year

2025

2025 Participants

105

2025 Assets

$21,196,519

2025 Contributions

$1,309,787

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$22,769,507$11,384,754$0199920122024YearValue
$21,196,519Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

124620199920122025YearValue
105Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251105$0$0-
Pessin Katz Law, P.A. Employee Benefits Plan-105---
20242101$21,196,519$1,309,787$12,968iApproximate average salary by contribution assumption: employee only about $324,205 at 4% or $216,136 at 6%; with 50% employer match about $216,136 at 4% or $144,091 at 6%; with 100% employer match about $162,102 at 4% or $108,068 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-98$21,196,519$1,309,787$13,365iApproximate average salary by contribution assumption: employee only about $334,129 at 4% or $222,753 at 6%; with 50% employer match about $222,753 at 4% or $148,502 at 6%; with 100% employer match about $167,065 at 4% or $111,376 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-101---
2023284$19,486,702$1,300,310$15,480iApproximate average salary by contribution assumption: employee only about $386,997 at 4% or $257,998 at 6%; with 50% employer match about $257,998 at 4% or $171,999 at 6%; with 100% employer match about $193,499 at 4% or $128,999 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-84$19,486,702$1,300,310$15,480iApproximate average salary by contribution assumption: employee only about $386,997 at 4% or $257,998 at 6%; with 50% employer match about $257,998 at 4% or $171,999 at 6%; with 100% employer match about $193,499 at 4% or $128,999 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-84---
2022291$18,874,524$1,209,811$13,295iApproximate average salary by contribution assumption: employee only about $332,366 at 4% or $221,577 at 6%; with 50% employer match about $221,577 at 4% or $147,718 at 6%; with 100% employer match about $166,183 at 4% or $110,789 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-91$18,874,524$1,209,811$13,295iApproximate average salary by contribution assumption: employee only about $332,366 at 4% or $221,577 at 6%; with 50% employer match about $221,577 at 4% or $147,718 at 6%; with 100% employer match about $166,183 at 4% or $110,789 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-90---
2021287$22,769,507$2,020,778$23,227iApproximate average salary by contribution assumption: employee only about $580,683 at 4% or $387,122 at 6%; with 50% employer match about $387,122 at 4% or $258,081 at 6%; with 100% employer match about $290,342 at 4% or $193,561 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-86$22,769,507$2,020,778$23,497iApproximate average salary by contribution assumption: employee only about $587,435 at 4% or $391,624 at 6%; with 50% employer match about $391,624 at 4% or $261,082 at 6%; with 100% employer match about $293,718 at 4% or $195,812 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-87---
2020291$19,295,350$1,282,608$14,095iApproximate average salary by contribution assumption: employee only about $352,365 at 4% or $234,910 at 6%; with 50% employer match about $234,910 at 4% or $156,607 at 6%; with 100% employer match about $176,182 at 4% or $117,455 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-90$19,295,350$1,282,608$14,251iApproximate average salary by contribution assumption: employee only about $356,280 at 4% or $237,520 at 6%; with 50% employer match about $237,520 at 4% or $158,347 at 6%; with 100% employer match about $178,140 at 4% or $118,760 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-91---
2019297$16,331,107$2,123,136$21,888iApproximate average salary by contribution assumption: employee only about $547,200 at 4% or $364,800 at 6%; with 50% employer match about $364,800 at 4% or $243,200 at 6%; with 100% employer match about $273,600 at 4% or $182,400 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-97$16,331,107$2,123,136$21,888iApproximate average salary by contribution assumption: employee only about $547,200 at 4% or $364,800 at 6%; with 50% employer match about $364,800 at 4% or $243,200 at 6%; with 100% employer match about $273,600 at 4% or $182,400 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-91---
20182103$12,267,230$1,378,287$13,381iApproximate average salary by contribution assumption: employee only about $334,536 at 4% or $223,024 at 6%; with 50% employer match about $223,024 at 4% or $148,683 at 6%; with 100% employer match about $167,268 at 4% or $111,512 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-103$12,267,230$1,378,287$13,381iApproximate average salary by contribution assumption: employee only about $334,536 at 4% or $223,024 at 6%; with 50% employer match about $223,024 at 4% or $148,683 at 6%; with 100% employer match about $167,268 at 4% or $111,512 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-101---
20171107$13,324,385$867,863$8,111iApproximate average salary by contribution assumption: employee only about $202,772 at 4% or $135,181 at 6%; with 50% employer match about $135,181 at 4% or $90,121 at 6%; with 100% employer match about $101,386 at 4% or $67,591 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-107$13,324,385$867,863$8,111iApproximate average salary by contribution assumption: employee only about $202,772 at 4% or $135,181 at 6%; with 50% employer match about $135,181 at 4% or $90,121 at 6%; with 100% employer match about $101,386 at 4% or $67,591 at 6%.
2016191$10,900,153$782,217$8,596iApproximate average salary by contribution assumption: employee only about $214,895 at 4% or $143,263 at 6%; with 50% employer match about $143,263 at 4% or $95,509 at 6%; with 100% employer match about $107,447 at 4% or $71,632 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-91$10,900,153$782,217$8,596iApproximate average salary by contribution assumption: employee only about $214,895 at 4% or $143,263 at 6%; with 50% employer match about $143,263 at 4% or $95,509 at 6%; with 100% employer match about $107,447 at 4% or $71,632 at 6%.
2015195$9,802,955$807,891$8,504iApproximate average salary by contribution assumption: employee only about $212,603 at 4% or $141,735 at 6%; with 50% employer match about $141,735 at 4% or $94,490 at 6%; with 100% employer match about $106,301 at 4% or $70,868 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-95$9,802,955$807,891$8,504iApproximate average salary by contribution assumption: employee only about $212,603 at 4% or $141,735 at 6%; with 50% employer match about $141,735 at 4% or $94,490 at 6%; with 100% employer match about $106,301 at 4% or $70,868 at 6%.
2014196$10,507,427$1,402,313$14,607iApproximate average salary by contribution assumption: employee only about $365,186 at 4% or $243,457 at 6%; with 50% employer match about $243,457 at 4% or $162,305 at 6%; with 100% employer match about $182,593 at 4% or $121,729 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-96$10,507,427$1,402,313$14,607iApproximate average salary by contribution assumption: employee only about $365,186 at 4% or $243,457 at 6%; with 50% employer match about $243,457 at 4% or $162,305 at 6%; with 100% employer match about $182,593 at 4% or $121,729 at 6%.
2013191$9,316,185$716,171$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,445 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-91$9,316,185$716,171$7,870iApproximate average salary by contribution assumption: employee only about $196,750 at 4% or $131,167 at 6%; with 50% employer match about $131,167 at 4% or $87,445 at 6%; with 100% employer match about $98,375 at 4% or $65,583 at 6%.
2012193$7,762,548$873,096$9,388iApproximate average salary by contribution assumption: employee only about $234,703 at 4% or $156,469 at 6%; with 50% employer match about $156,469 at 4% or $104,313 at 6%; with 100% employer match about $117,352 at 4% or $78,234 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-93$7,762,548$873,096$9,388iApproximate average salary by contribution assumption: employee only about $234,703 at 4% or $156,469 at 6%; with 50% employer match about $156,469 at 4% or $104,313 at 6%; with 100% employer match about $117,352 at 4% or $78,234 at 6%.
2011195$6,965,817$715,168$7,528iApproximate average salary by contribution assumption: employee only about $188,202 at 4% or $125,468 at 6%; with 50% employer match about $125,468 at 4% or $83,645 at 6%; with 100% employer match about $94,101 at 4% or $62,734 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-95$6,965,817$715,168$7,528iApproximate average salary by contribution assumption: employee only about $188,202 at 4% or $125,468 at 6%; with 50% employer match about $125,468 at 4% or $83,645 at 6%; with 100% employer match about $94,101 at 4% or $62,734 at 6%.
2010190$7,376,903$791,209$8,791iApproximate average salary by contribution assumption: employee only about $219,780 at 4% or $146,520 at 6%; with 50% employer match about $146,520 at 4% or $97,680 at 6%; with 100% employer match about $109,890 at 4% or $73,260 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-90$7,376,903$791,209$8,791iApproximate average salary by contribution assumption: employee only about $219,780 at 4% or $146,520 at 6%; with 50% employer match about $146,520 at 4% or $97,680 at 6%; with 100% employer match about $109,890 at 4% or $73,260 at 6%.
2009194$6,277,544$708,315$7,535iApproximate average salary by contribution assumption: employee only about $188,382 at 4% or $125,588 at 6%; with 50% employer match about $125,588 at 4% or $83,725 at 6%; with 100% employer match about $94,191 at 4% or $62,794 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-94$6,277,544$708,315$7,535iApproximate average salary by contribution assumption: employee only about $188,382 at 4% or $125,588 at 6%; with 50% employer match about $125,588 at 4% or $83,725 at 6%; with 100% employer match about $94,191 at 4% or $62,794 at 6%.
2008188$5,391,596$627,128$7,126iApproximate average salary by contribution assumption: employee only about $178,161 at 4% or $118,774 at 6%; with 50% employer match about $118,774 at 4% or $79,183 at 6%; with 100% employer match about $89,081 at 4% or $59,387 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-88$5,391,596$627,128$7,126iApproximate average salary by contribution assumption: employee only about $178,161 at 4% or $118,774 at 6%; with 50% employer match about $118,774 at 4% or $79,183 at 6%; with 100% employer match about $89,081 at 4% or $59,387 at 6%.
2007396$5,736,585$700,525$7,297iApproximate average salary by contribution assumption: employee only about $182,428 at 4% or $121,619 at 6%; with 50% employer match about $121,619 at 4% or $81,079 at 6%; with 100% employer match about $91,214 at 4% or $60,809 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-96$5,736,585$700,525$7,297iApproximate average salary by contribution assumption: employee only about $182,428 at 4% or $121,619 at 6%; with 50% employer match about $121,619 at 4% or $81,079 at 6%; with 100% employer match about $91,214 at 4% or $60,809 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-49---
Pessin Katz Law, P.A. Employee Benefits Plan-84---
20063119$6,888,488$942,871$7,923iApproximate average salary by contribution assumption: employee only about $198,082 at 4% or $132,055 at 6%; with 50% employer match about $132,055 at 4% or $88,037 at 6%; with 100% employer match about $99,041 at 4% or $66,027 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-119$5,583,475$854,751$7,183iApproximate average salary by contribution assumption: employee only about $179,570 at 4% or $119,713 at 6%; with 50% employer match about $119,713 at 4% or $79,809 at 6%; with 100% employer match about $89,785 at 4% or $59,857 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-57$1,305,013$88,120$1,546iApproximate average salary by contribution assumption: employee only about $38,649 at 4% or $25,766 at 6%; with 50% employer match about $25,766 at 4% or $17,177 at 6%; with 100% employer match about $19,325 at 4% or $12,883 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-105---
20052124$1,075,516$164,017$1,323iApproximate average salary by contribution assumption: employee only about $33,068 at 4% or $22,045 at 6%; with 50% employer match about $22,045 at 4% or $14,697 at 6%; with 100% employer match about $16,534 at 4% or $11,023 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-52$1,075,516$164,017$3,154iApproximate average salary by contribution assumption: employee only about $78,854 at 4% or $52,570 at 6%; with 50% employer match about $52,570 at 4% or $35,046 at 6%; with 100% employer match about $39,427 at 4% or $26,285 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-124---
2004398$4,072,223$783,850$7,998iApproximate average salary by contribution assumption: employee only about $199,962 at 4% or $133,308 at 6%; with 50% employer match about $133,308 at 4% or $88,872 at 6%; with 100% employer match about $99,981 at 4% or $66,654 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-98$3,158,318$636,823$6,498iApproximate average salary by contribution assumption: employee only about $162,455 at 4% or $108,303 at 6%; with 50% employer match about $108,303 at 4% or $72,202 at 6%; with 100% employer match about $81,227 at 4% or $54,152 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-42$913,905$147,027$3,501iApproximate average salary by contribution assumption: employee only about $87,516 at 4% or $58,344 at 6%; with 50% employer match about $58,344 at 4% or $38,896 at 6%; with 100% employer match about $43,758 at 4% or $29,172 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-81---
20033107$3,117,532$783,072$7,318iApproximate average salary by contribution assumption: employee only about $182,961 at 4% or $121,974 at 6%; with 50% employer match about $121,974 at 4% or $81,316 at 6%; with 100% employer match about $91,480 at 4% or $60,987 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-107$2,380,799$637,239$5,956iApproximate average salary by contribution assumption: employee only about $148,888 at 4% or $99,258 at 6%; with 50% employer match about $99,258 at 4% or $66,172 at 6%; with 100% employer match about $74,444 at 4% or $49,629 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-47$736,733$145,833$3,103iApproximate average salary by contribution assumption: employee only about $77,571 at 4% or $51,714 at 6%; with 50% employer match about $51,714 at 4% or $34,476 at 6%; with 100% employer match about $38,785 at 4% or $25,857 at 6%.
Pessin Katz Law, P.A. Employee Benefits Plan-59---
2002282$1,950,437$620,745$7,570iApproximate average salary by contribution assumption: employee only about $189,252 at 4% or $126,168 at 6%; with 50% employer match about $126,168 at 4% or $84,112 at 6%; with 100% employer match about $94,626 at 4% or $63,084 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-82$1,428,016$485,409$5,920iApproximate average salary by contribution assumption: employee only about $147,991 at 4% or $98,660 at 6%; with 50% employer match about $98,660 at 4% or $65,774 at 6%; with 100% employer match about $73,995 at 4% or $49,330 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-45$522,421$135,336$3,007iApproximate average salary by contribution assumption: employee only about $75,187 at 4% or $50,124 at 6%; with 50% employer match about $50,124 at 4% or $33,416 at 6%; with 100% employer match about $37,593 at 4% or $25,062 at 6%.
2001278$1,668,024$486,533$6,238iApproximate average salary by contribution assumption: employee only about $155,940 at 4% or $103,960 at 6%; with 50% employer match about $103,960 at 4% or $69,307 at 6%; with 100% employer match about $77,970 at 4% or $51,980 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-78$1,234,463$341,604$4,380iApproximate average salary by contribution assumption: employee only about $109,488 at 4% or $72,992 at 6%; with 50% employer match about $72,992 at 4% or $48,662 at 6%; with 100% employer match about $54,744 at 4% or $36,496 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-43$433,561$144,929$3,370iApproximate average salary by contribution assumption: employee only about $84,261 at 4% or $56,174 at 6%; with 50% employer match about $56,174 at 4% or $37,449 at 6%; with 100% employer match about $42,131 at 4% or $28,087 at 6%.
2000268$1,477,227$489,425$7,197iApproximate average salary by contribution assumption: employee only about $179,936 at 4% or $119,957 at 6%; with 50% employer match about $119,957 at 4% or $79,971 at 6%; with 100% employer match about $89,968 at 4% or $59,979 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-68$1,152,584$365,190$5,370iApproximate average salary by contribution assumption: employee only about $134,261 at 4% or $89,507 at 6%; with 50% employer match about $89,507 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-35$324,643$124,235$3,550iApproximate average salary by contribution assumption: employee only about $88,739 at 4% or $59,160 at 6%; with 50% employer match about $59,160 at 4% or $39,440 at 6%; with 100% employer match about $44,370 at 4% or $29,580 at 6%.
1999257$1,224,924$359,532$6,308iApproximate average salary by contribution assumption: employee only about $157,689 at 4% or $105,126 at 6%; with 50% employer match about $105,126 at 4% or $70,084 at 6%; with 100% employer match about $78,845 at 4% or $52,563 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. 401K Plan-57$1,012,074$239,069$4,194iApproximate average salary by contribution assumption: employee only about $104,855 at 4% or $69,903 at 6%; with 50% employer match about $69,903 at 4% or $46,602 at 6%; with 100% employer match about $52,427 at 4% or $34,952 at 6%.
Hodes, Ulman, Pessin & Katz, P.A. Profit Sharing Plan-27$212,850$120,463$4,462iApproximate average salary by contribution assumption: employee only about $111,540 at 4% or $74,360 at 6%; with 50% employer match about $74,360 at 4% or $49,573 at 6%; with 100% employer match about $55,770 at 4% or $37,180 at 6%.