How big is William Paulsen & Associates APLC's plan?

William Paulsen & Associates APLC's plan reported $10K in assets and 1 participants for 2024.

Original filing (PDF)20251007191706NAL0004958593001

William Paulsen & Associates APLC

Name: William Paulsen & Associates APLC — William Paulsen, Form 5500 (2024)
Creator: William Paulsen & Associates APLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Paulsen & Associates Profit Sharing Plan

Defined-contribution retirement plan · William Paulsen & Associates APLC's William Paulsen & Associates Profit Sharing Plan held $10K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan identifiers

William Paulsen & Associates APLC's EIN is 33-0863802.

EIN 33-0863802

Plan number 003

Plan year 2024

ACK ID 20251007191706NAL0004958593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Paulsen & Associates APLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Paulsen & Associates APLC's plan includes profit-sharing.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WILLIAM PAULSEN & ASSOCIATES APLC

EIN

all filings

Address

505 NORTH TUSTIN AVENUE · SANTA ANA, CA · 92705

Phone

(949) 456-1152

Industry

Law Offices· Professional & Technical Services

Plan administrator