How big is John R. Gottschalk's plan?

John R. Gottschalk's plan reported $288K in assets and 23 participants for 2024.

Original filing (PDF)20250721094751NAL0001003281001

John R. Gottschalk

Name: John R. Gottschalk — John R Gottschalk 401(k) Profit, Form 5500 (2024)
Creator: John R. Gottschalk
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John R Gottschalk 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · John R. Gottschalk's John R Gottschalk 401(k) Profit Sharing Plan and Trust held $288K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

People on this filing

Marcus Bowie signed John R. Gottschalk's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

John R. Gottschalk's EIN is 77-0395360.

EIN 77-0395360

Plan number 001

Plan year 2024

ACK ID 20250721094751NAL0001003281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John R. Gottschalk from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John R. Gottschalk's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

JOHN R. GOTTSCHALK

EIN

all filings

Address

121 HERON WAY SUITE D · MERCED, CA · 95341

Phone

(209) 723-3337

Industry

Retail Trade

Plan administrator