How big is Gomberg - McQuilkin Wealth Management Group LLC's plan?

Gomberg - McQuilkin Wealth Management Group LLC's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20251001145724NAL0005993683001

Gomberg - McQuilkin Wealth Management Group LLC

Name: Gomberg - McQuilkin Wealth Management Group LLC — Form 5500 Plan 001 (2024)
Creator: Gomberg - McQuilkin Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gomberg - McQuilkin Wealth Management Group LLC 401(k) PS Plan

401(k) retirement plan · Gomberg - McQuilkin Wealth Management Group LLC's Gomberg - McQuilkin Wealth Management Group LLC 401(k) PS Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Gomberg - McQuilkin Wealth Management Group LLC's EIN is 83-4313291.

EIN 83-4313291

Plan number 001

Plan year 2024

ACK ID 20251001145724NAL0005993683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gomberg - McQuilkin Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gomberg - McQuilkin Wealth Management Group LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOMBERG - MCQUILKIN WEALTH MANAGEMENT GROUP LLC.

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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