2023 Form 5500 filing — Willow Creek Wealth Management, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530192848NAL0014152097001) for Willow Creek Wealth Management, Inc. 401(K) Profit Sharing Plan, reported by Willow Creek Wealth Management, Inc. under EIN 68-0431551 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8MReported net assets$8,000,277
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240530192848NAL0014152097001
- Plan sponsor
- Willow Creek Wealth Management, Inc.
- EIN
- 68-0431551
- Plan number
- 001
- Location
- Sebastopol, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,000,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,000,277
- Employer contributions
- $435,551
- Participant contributions
- $276,525
- Total income / additions
- $1,762,494
- Benefits paid
- $70,255
- Administrative expenses
- $1,010
- Total expenses
- $71,265
- Net increase / (decrease)
- $1,691,229