How big is Brown Goertz & Co State Tax Advisor's plan?

Brown Goertz & Co State Tax Advisor's plan reported $70K in assets for 2022.

Original filing (PDF)20230920090516NAL0001502833001

Brown Goertz & Co State Tax Advisor

Name: Brown Goertz & Co State Tax Advisor — Brown Goertz, Form 5500 (2022)
Creator: Brown Goertz & Co State Tax Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown Goertz 401(k) Plan

401(k) retirement plan · Brown Goertz & Co State Tax Advisor's Brown Goertz 401(k) Plan reported $70K in plan assets in 2022.

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

Plan identifiers

Brown Goertz & Co State Tax Advisor's EIN is 82-1034426.

EIN 82-1034426

Plan number 001

Plan year 2022

ACK ID 20230920090516NAL0001502833001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Brown Goertz & Co State Tax Advisor from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Brown Goertz & Co State Tax Advisor's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN GOERTZ & CO STATE TAX ADVISOR.

Finding similar companies…

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