Original filing (PDF)20240719174105NAL0007309249001

KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES

Name: KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES — KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES 401(K) PLAN & TRUST, Form 5500 (2023)
Creator: KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES.

Plan sponsor

Name

KATHLEEN WILUSZ DBA WILUSZ & ASSOCIATES

EIN

14-2000319

Address

611 HUMBOLDT STREET · SANTA ROSA, CA · 95404

Phone

(707) 566-9098

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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