Original filing (PDF)20260107132616NAL0007729185001

WILSON SHEEHAN FOUNDATION

Name: WILSON SHEEHAN FOUNDATION — WILSON SHEEHAN FOUNDATION 401(K) P/S PLAN, Form 5500 (2024)
Creator: WILSON SHEEHAN FOUNDATION

Form 5500-SF

FILING_RECEIVED

WILSON SHEEHAN FOUNDATION 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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 (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILSON SHEEHAN FOUNDATION

EIN

32-6266976all filings

Address

1115 N LIMESTONE ST · SPRINGFIELD, OH · 45503

Phone

(937) 244-7449

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-07

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

KAKENYA CENTER FOR EXCELLENCE

KAKENYA'S DREAM 403(B) PLAN AND TRUST

$532K · 7 participants

ARC MINNESOTA, INC.

TAX DEFERRED ANNUITY PLAN OF THE ARC OF MINNESOTA

$532K · 4 participants

UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN DARIEN

EMPLOYEE BENEFIT PLAN OF UNITED JEWISH FEDERATION OF GREATER STAMFORD, NEW CANAAN DARIEN

$532K · 3 participants

FUTURE CITIZENS FOUNDATION

FUTURE CITIZENS FOUNDATION 403(B) RETIREMENT PLAN

$531K · 9 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.