Original filing (PDF)20250923162213NAL0002661875001

Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West

Name: Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West — Form 5500 Plan 001 (2024)
Creator: Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisory Group West 401(k) Profit Sharing Plan

401(k) retirement plan · Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West's Advisory Group West 401(k) Profit Sharing Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West's EIN is 56-2343650.

EIN 56-2343650

Plan number 001

Plan year 2024

ACK ID 20250923162213NAL0002661875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oswald R. Donaldson, SOLE Proprietor, DBA Advisory Group West's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST.

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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