2023 Form 5500 filing — Goodson Wachtel And Petrulis 401(K) 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 20240802104001NAL0024034577001) for Goodson Wachtel And Petrulis 401(K) Plan, reported by Goodson Wachtel And Petrulis A Prof Corp. under EIN 95-2854284 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240802104001NAL0024034577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodson Wachtel And Petrulis A Prof Corp.
- EIN
- 95-2854284
- Plan number
- 001
- Location
- Pacific Palisades, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,065,319
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,065,319
- Employer contributions
- $5,006
- Participant contributions
- $26,697
- Total income / additions
- $218,317
- Benefits paid
- $35,500
- Administrative expenses
- $0
- Total expenses
- $35,500
- Net increase / (decrease)
- $182,817
- Schedule source
- Schedule I