How big is Vollmer, Daniel, Gaebe & Grove's plan?

Vollmer, Daniel, Gaebe & Grove's plan reported $821K in assets and 11 participants for 2023.

Original filing (PDF)20250401120135NAL0004311331001

Vollmer, Daniel, Gaebe & Grove

Name: Vollmer, Daniel, Gaebe & Grove — Vollmer, Daniel, Form 5500 (2023)
Creator: Vollmer, Daniel, Gaebe & Grove
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vollmer, Daniel, Gaebe & Grove 401(k) Plan

401(k) retirement plan · Vollmer, Daniel, Gaebe & Grove's Vollmer, Daniel, Gaebe & Grove 401(k) Plan held $821K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

People on this filing

JODY Grove signed Vollmer, Daniel, Gaebe & Grove's 2023 Form 5500 as plan administrator.

JODY Grove — 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

Vollmer, Daniel, Gaebe & Grove's EIN is 94-1553366.

EIN 94-1553366

Plan number 002

Plan year 2023

ACK ID 20250401120135NAL0004311331001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vollmer, Daniel, Gaebe & Grove from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vollmer, Daniel, Gaebe & Grove'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 VOLLMER, DANIEL, GAEBE & GROVE.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

VOLLMER, DANIEL, GAEBE & GROVE

EIN

all filings

Address

100 WILLOW PLAZA, SUITE 400 · VISALIA, CA · 932916236

Phone

(559) 733-1051

Industry

CPA Offices· Professional & Technical Services

Plan administrator