How many benefit plans does Dachtler Wealth Management LLC report on Form 5500?

Dachtler Wealth Management LLC (EIN 20-4302269) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Dachtler Wealth Management LLC?

The Employer Identification Number (EIN) reported for Dachtler Wealth Management LLC is 20-4302269.

What is the latest Form 5500 filing year for Dachtler Wealth Management LLC?

The latest loaded Form 5500 filing year for Dachtler Wealth Management LLC is 2023.

Dachtler Wealth Management LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dachtler Wealth Management LLC (EIN 20-4302269) is a plan sponsor located in Folsom, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-4302269
Location: Folsom, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dachtler Wealth Management LLC

1 loaded plans hold $1.8M in reported assets.
The largest, Dachtler Wealth Management LLC Defined Benefit Pension Plan, holds 100% of this company's reported plan assets.
Plans cover 4 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,752,013

Total reported assets$1.8M$1,752,013

Total reported participants4

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets

Net assets$1.8MLiabilities$0

Contributions & income

Total income / additions$276.1K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$8.6K

Net increase / (decrease)$267.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dachtler Wealth Management LLC Defined Benefit Pension Plan

Participants per plan4Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Dachtler Wealth Management LLC Defined Benefit Pension Plan$1.8M
Plan #002 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dachtler Wealth Management LLC. Open one for its full reported snapshot.

2023
Dachtler Wealth Management LLC Defined Benefit Pension Plan4 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dachtler Wealth Management LLC report on Form 5500?: Dachtler Wealth Management LLC (EIN 20-4302269) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dachtler Wealth Management LLC?: The Employer Identification Number (EIN) reported for Dachtler Wealth Management LLC is 20-4302269.
What is the latest Form 5500 filing year for Dachtler Wealth Management LLC?: The latest loaded Form 5500 filing year for Dachtler Wealth Management LLC is 2023.