Original filing (PDF)20251001145724NAL0005993683001

GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC

Name: GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC — GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC 401K PS PLAN, Form 5500 (2024)
Creator: GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC.

Plan sponsor

Name

GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC

EIN

83-4313291

Address

701 S PARKER ST STE 2500 · ORANGE, CA · 928684753

Phone

(714) 497-1366

Industry

Finance & Insurancesee 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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