How big is Kathleen Wilusz DBA Wilusz & Associates' plan?

Kathleen Wilusz DBA Wilusz & Associates' plan reported $1.1M in assets and 1 participants for 2023.

Original filing (PDF)20240719174105NAL0007309249001

Kathleen Wilusz DBA Wilusz & Associates

Name: Kathleen Wilusz DBA Wilusz & Associates — Form 5500 Plan 001 (2023)
Creator: Kathleen Wilusz DBA Wilusz & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen Wilusz DBA Wilusz & Associates 401(k) Plan & Trust

401(k) retirement plan · Kathleen Wilusz DBA Wilusz & Associates' Kathleen Wilusz DBA Wilusz & Associates 401(k) Plan & Trust held $1.1M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kathleen Wilusz signed Kathleen Wilusz DBA Wilusz & Associates' 2023 Form 5500 as plan administrator.

Kathleen Wilusz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kathleen Wilusz DBA Wilusz & Associates' EIN is 14-2000319.

EIN 14-2000319

Plan number 001

Plan year 2023

ACK ID 20240719174105NAL0007309249001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kathleen Wilusz DBA Wilusz & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kathleen Wilusz DBA Wilusz & Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES

EIN

all filings

Address

611 HUMBOLDT STREET · SANTA ROSA, CA · 95404

Phone

(707) 566-9098

Industry

Finance & Insurance

Plan administrator