How big is WALZ, Inc.'s plan?

WALZ, Inc.'s plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20251208134602NAL0002013169001

WALZ, Inc.

Name: WALZ, Inc. — WALZ, Inc. Profit Sharing Plan, Form 5500 (2024)
Creator: WALZ, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WALZ, Inc. Profit Sharing Plan

Small employee benefit plan (5500-SF) · WALZ, Inc.'s WALZ, Inc. Profit Sharing Plan held $3.2M in plan assets for 4 participants in 2024.

Signals · 2

Late filing · 26.7 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Steven WALZ signed WALZ, Inc.'s 2024 Form 5500 as plan administrator.

Steven WALZ — 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

WALZ, Inc.'s EIN is 94-2890505.

EIN 94-2890505

Plan number 001

Plan year 2024

ACK ID 20251208134602NAL0002013169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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Plan health score

Above-average plan

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 55% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

n/a

Knocking points off

Filed 26.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

WALZ, INC.

EIN

all filings

Address

540 ALCATRAZ AVENUE · SUITE D · OAKLAND, CA · 94609

Phone

(510) 595-4014

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-11-01

Tax period

2022-10-31

Filed

2025-12-08

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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