How big is Goetz, Inc.'s plan?

Goetz, Inc.'s plan reported $3.7M in assets and 19 participants for 2025.

Original filing (PDF)20260422073014NAL0001822835001

Goetz, Inc.

Name: Goetz, Inc. — Goetz, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Goetz, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goetz, Inc. 401(k) Plan

401(k) retirement plan · Goetz, Inc.'s Goetz, Inc. 401(k) Plan held $3.7M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Leon B. Goetz signed Goetz, Inc.'s 2025 Form 5500 as plan administrator.

Leon B. Goetz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goetz, Inc.'s EIN is 75-1958615.

EIN 75-1958615

Plan number 001

Plan year 2025

ACK ID 20260422073014NAL0001822835001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Goetz, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Goetz, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOETZ, INC..

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

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

Plan sponsor

Name

GOETZ, INC.

EIN

all filings

Address

2100 N. STEMMONS FWY · SUITE 2111 · DALLAS, TX · 75207

Phone

(214) 748-2128

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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