Form 5500 Search

WILSON FINANCIAL ADVISORS, INC.

EIN 87-0441589SALT LAKE CITY, UT

WILSON FINANCIAL ADVISORS, INC. (EIN 87-0441589) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $920K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
2
Total assets
$920K
A WILSON FINANCIAL ADVISORS, INC. employee? See the WILSON FINANCIAL ADVISORS, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 87-0441589

Form 5500 search →
PlanPlan #ParticipantsAssets
WILSON FINANCIAL ADVISORS, INC. PSP0012$920K

About this EIN

87-0441589 is the Employer Identification Number (EIN) WILSON FINANCIAL ADVISORS, INC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Utah EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

WILSON FINANCIAL ADVISORS, INC. EIN & Form 5500