Original filing (PDF)20250603082621NAL0010548225001

WILSON MARKETING GROUP, LLC

Name: WILSON MARKETING GROUP, LLC — WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILSON MARKETING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

WILSON MARKETING GROUP, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

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 average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON MARKETING GROUP, LLC.

Plan sponsor

Name

WILSON MARKETING GROUP, LLC

EIN

20-0850833all filings

Address

2800 CENTURY PARKWAY · SUITE 260 · ATLANTA, GA · 30345

Phone

(770) 279-0607

Industry

Professional & Technical Servicessee all

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Welfare benefit codes

4B · Life insurance

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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