Original filing (PDF)20251013191723NAL0001782257001

WILSON, P.A.

Name: WILSON, P.A. — THE WILSON, P.A. EMPLOYEE'S RETIREMENT PLAN, Form 5500 (2024)
Creator: WILSON, P.A.

Form 5500-SF

FILING_RECEIVED

THE WILSON, P.A. EMPLOYEE'S RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON, P.A..

Plan sponsor

Name

WILSON, P.A.

EIN

22-1863889

Address

370 POMPTON AVENUE · CEDAR GROVE, NJ · 07009

Phone

(973) 239-3500

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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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