William Paulsen & Associates Aplc
Santa Ana, CA, 92705
- Plans
- 3
- Total participants
- 23
- Filing years
- 2024, 2023, 2022, 2021
- NAICS
- 541110
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | William Paulsen & Associates 401K Plan | 3 |
| 2024 | Form 5500-SF | 002 | William Paulsen & Associates Cash Balance Plan | 3 |
| 2024 | Form 5500-SF | 003 | William Paulsen & Associates Profit Sharing Plan | 1 |
| 2023 | Form 5500-SF | 001 | William Paulsen & Associates 401K Plan | 4 |
| 2023 | Form 5500-SF | 002 | William Paulsen & Associates Cash Balance Plan | 3 |
| 2023 | Form 5500-SF | 003 | William Paulsen & Associates Profit Sharing Plan | 1 |
| 2022 | Form 5500-SF | 001 | William Paulsen & Associates 401K Plan | 5 |
| 2021 | Form 5500-SF | 001 | William Paulsen & Associates 401K Plan | 3 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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