How big is D. Wilson Agency, LLC's plan?

D. Wilson Agency, LLC's plan reported $17K in assets and 4 participants for 2025.

Original filing (PDF)20260424220915NAL0010181024090

D. Wilson Agency, LLC

Name: D. Wilson Agency, LLC — D. Wilson Agency 401(k) Plan, Form 5500 (2025)
Creator: D. Wilson Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D. Wilson Agency 401(k) Plan

401(k) retirement plan · D. Wilson Agency, LLC's D. Wilson Agency 401(k) Plan held $17K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Elantha Barry signed D. Wilson Agency, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

D. Wilson Agency, LLC's EIN is 27-2253184.

EIN 27-2253184

Plan number 001

Plan year 2025

ACK ID 20260424220915NAL0010181024090

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for D. Wilson Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

D. Wilson Agency, LLC'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 D. WILSON AGENCY, LLC.

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Plan health score

Above-average plan

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