How big is Goetz Firm Inc.'s plan?

Goetz Firm Inc.'s plan reported $1.8M in assets and 1 participants for 2024.

Original filing (PDF)20251003004342NAL0000952369001

Goetz Firm Inc.

Name: Goetz Firm Inc. — Goetz Firm Inc. Defined Benefit, Form 5500 (2024)
Creator: Goetz Firm Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goetz Firm Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Goetz Firm Inc.'s Goetz Firm Inc. Defined Benefit Pension Plan held $1.8M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Goetz Firm Inc.'s EIN is 47-2903767.

EIN 47-2903767

Plan number 004

Plan year 2024

ACK ID 20251003004342NAL0000952369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goetz Firm Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goetz Firm Inc.'s plan includes a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score