Katzen Medical Associates, P.c. 401(k) Plan: Login, Facts & Contact Information

Katzen Medical Associates, P.c. 401(k) Plan Facts

Plan name
ESP MANAGEMENT, LLC 401K PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KATZEN MEDICAL ASSOCIATES, P.C.
Participants
2,312 (1,616 active employees)
Former employees with a balance
741
Plan assets
$81,439,776 at Dec 31, 2024
Average account balance
$41,173 across 1,978 accounts
Employer contributions
$1,232,634 in plan year 2024 (16% of all contributions)
Recordkeeper
Voya Retirement Insurance & Annuity
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.89 million went into the plan in contributions, $1.23 million of it from the employer (16%).
  • $9.31 million was paid out to participants.
  • Investment and other income added $9.34 million.
  • Administrative expenses were $143,347, about $72 per account.

How the Katzen Medical Associates, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,388$57.8 million$872,633$3.06 million
20201,993$65.9 million$1.06 million$5.36 million
20211,989$75.4 million$911,158$5.30 million
20221,892$61.8 million$958,403$7.28 million
20232,122$73.8 million$1.10 million$6.18 million
20242,312$81.4 million$1.23 million$9.31 million

Katzen Medical Associates, P.c. 401(k) Contact Information

Phone
469-240-6730
Mailing address
9330 LYNDON B JOHNSON FREEWAY SUITE 900, DALLAS TX 75243
Plan sponsor
KATZEN MEDICAL ASSOCIATES, P.C.
Employer identification number (EIN)
52-2000021
Plan number
001

Questions about the Katzen Medical Associates, P.c. 401(k)

Does Katzen Medical Associates, P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.23 million, 16% of all contributions.

Does the Katzen Medical Associates, P.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Katzen Medical Associates, P.c 401(k) plan?

2,312 participants at the start of plan year 2024, 1,616 of them active employees, and 741 former employees who still had money in the plan.

What is the average 401(k) balance at Katzen Medical Associates, P.c?

About $41,173 per account: $81.4 million in plan assets across 1,978 accounts with a balance at the end of plan year 2024.

Who manages the Katzen Medical Associates, P.c 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE & ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Katzen Medical Associates, P.c. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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