Willow Creek Wealth Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Willow Creek Wealth Management, Inc.)
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, Willow Creek Wealth Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Willow Creek Wealth Management, Inc. under EIN 68-0431551 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $8,000,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willow Creek Wealth Management, Inc.
- EIN
- 68-0431551
- Plan number
- 001
- Plan type
- 2
- Location
- Sebastopol, CA
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $8,000,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240530192848NAL0014152097001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,000,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,000,277
- Net assets (BOY)
- $6,309,048
Income & contributions
- Employer contributions
- $435,551
- Participant contributions
- $276,525
- Total income / additions
- $1,762,494
Expenses & distributions
- Benefits paid
- $70,255
- Administrative expenses
- $1,010
- Total expenses
- $71,265
- Net increase / (decrease)
- $1,691,229
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.