· 2022–2024 · DOL EFAST2

William Paulsen & Associates, AP — William Paulsen &, Form 5500 (2024)

Original filing (PDF)20250812131700NAL0018275202001

William Paulsen & Associates, AP

Form 5500-SF

FILING_RECEIVED

William Paulsen & Associates 401(k) Plan

401(k) retirement plan · William Paulsen & Associates, AP's William Paulsen & Associates 401(k) Plan held $168K in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM PAULSEN & ASSOCIATES, AP.

Plan sponsor

Name

WILLIAM PAULSEN & ASSOCIATES, AP

EIN

33-0863802all filings

Address

505 NORTH TUSTIN AVE · SUITE 100 · SANTA ANA, CA · 92705

Phone

(949) 456-1152

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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