Original filing (PDF)20250721094751NAL0001003281001

JOHN R. GOTTSCHALK

Name: JOHN R. GOTTSCHALK — JOHN R GOTTSCHALK 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JOHN R. GOTTSCHALK

Form 5500-SF

FILING_RECEIVED

JOHN R GOTTSCHALK 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

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 JOHN R. GOTTSCHALK.

Plan sponsor

Name

JOHN R. GOTTSCHALK

EIN

77-0395360

Address

121 HERON WAY SUITE D · MERCED, CA · 95341

Phone

(209) 723-3337

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

VELVET HAMMER MUSIC, INC.

VELVET HAMMER MUSIC, INC. CASH BALANCE PLAN

$283K · 6 participants

SKIPS MUSIC

SKIPS MUSIC 401(K) PLAN

$293K

UNIVERSAL MELODY SERVICES LLC

UNIVERSAL MELODY SERVICES LLC 401(K) PLAN

$279K · 139 participants

THOMAS JENSEN

FAT LADY SINGS 401(K) PLAN

$262K · 4 participants

THORNWOOD MUSIC LLC

THORNWOOD MUSIC LLC 401(K) PLAN

$315K · 20 participants