Original filing (PDF)20240617164243NAL0001218163001

WILLETTA PARTNERS, INC.

Name: WILLETTA PARTNERS, INC. — WILLETTA PARTNERS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WILLETTA PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

WILLETTA PARTNERS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WILLETTA PARTNERS, INC..

Plan sponsor

Name

WILLETTA PARTNERS, INC.

EIN

46-1288391

Address

516 E. WILLETTA ST. · PHOENIX, AZ · 85004

Phone

(602) 903-6811

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-10

Filed

2024-06-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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