How big is Wilson, P.A.'s plan?

Wilson, P.A.'s plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20251013191723NAL0001782257001

Wilson, P.A.

Name: Wilson, P.A. — The Wilson, P.A. Employee's, Form 5500 (2024)
Creator: Wilson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wilson, P.A. Employee's Retirement Plan

401(k) retirement plan · Wilson, P.A.'s The Wilson, P.A. Employee's Retirement Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

JEAN T. Wilson, Jr. signed Wilson, P.A.'s 2024 Form 5500 as plan administrator.

JEAN T. Wilson, Jr. — 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

Wilson, P.A.'s EIN is 22-1863889.

EIN 22-1863889

Plan number 001

Plan year 2024

ACK ID 20251013191723NAL0001782257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WILSON, P.A.

EIN

all filings

Address

370 POMPTON AVENUE · CEDAR GROVE, NJ · 07009

Phone

(973) 239-3500

Industry

Professional & Technical Services

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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