How big is Jerry Wilson PC's plan?

Jerry Wilson PC's plan reported $601K in assets and 30 participants for 2025.

Original filing (PDF)20260423110855NAL0004615857001

Jerry Wilson PC

Name: Jerry Wilson PC — Jerry Wilson PC 401(k) Profit, Form 5500 (2025)
Creator: Jerry Wilson PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerry Wilson PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jerry Wilson PC's Jerry Wilson PC 401(k) Profit Sharing Plan & Trust held $601K in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

People on this filing

Edward Rojas signed Jerry Wilson PC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Jerry Wilson PC's EIN is 27-0695767.

EIN 27-0695767

Plan number 001

Plan year 2025

ACK ID 20260423110855NAL0004615857001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jerry Wilson PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jerry Wilson PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score