How big is Gold West Financial Inc.'s plan?

Gold West Financial Inc.'s plan reported $205K in assets and 4 participants for 2024.

Original filing (PDF)20250722200719NAL0001630867001

Gold West Financial Inc.

Name: Gold West Financial Inc. — Form 5500 (2024)
Creator: Gold West Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Gold West Financial Inc. held $205K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Nick Rice signed Gold West Financial Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Gold West Financial Inc.'s EIN is 88-3273632.

EIN 88-3273632

Plan number 001

Plan year 2024

ACK ID 20250722200719NAL0001630867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gold West Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gold West Financial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

GOLD WEST FINANCIAL INC

EIN

all filings

Address

160 N RIVERVIEW DR · SUITE 101 · ANAHEIM, CA · 92808

Phone

(949) 340-1701

Industry

Finance & Insurance

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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