Goodson Wachtel And Petrulis 401(K) Plan — Form 5500 plan (Goodson Wachtel And Petrulis A Prof Corp.)
Plain-English plan 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, Goodson Wachtel And Petrulis 401(K) Plan is a benefit plan reported by Goodson Wachtel And Petrulis A Prof Corp. under EIN 95-2854284 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,065,319 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodson Wachtel And Petrulis A Prof Corp.
- EIN
- 95-2854284
- Plan number
- 001
- Plan type
- 2
- Location
- Pacific Palisades, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,065,319
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240802104001NAL0024034577001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,065,319
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,065,319
- Net assets (BOY)
- $882,502
Income & contributions
- Employer contributions
- $5,006
- Participant contributions
- $26,697
- Total income / additions
- $218,317
Expenses & distributions
- Benefits paid
- $35,500
- Administrative expenses
- $0
- Total expenses
- $35,500
- Net increase / (decrease)
- $182,817
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.