William Paulsen & Associates APLC (EIN 33-0863802) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $577K in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| William Paulsen & Associates Cash Balance Plan | 002 | 3 | $399K |
| William Paulsen & Associates 401(k) Plan | 001 | 3 | $168K |
| William Paulsen & Associates Profit Sharing Plan | 003 | 1 | $10K |
33-0863802 is the Employer Identification Number (EIN) William Paulsen & Associates APLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
